Financial Services Company
last updated on 2023-12-12 12:33:16
| Rating | |
| Fund name |
CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.22% |
| Number of members |
668 |
| Date fund started |
2015-10-09 |
| Fund type |
Conservative |
| Estimated annual fees |
0.67% |
| NZ invested Assets |
19.1% |
| Total value of fund |
$9 026 717 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
30% |
| Growth Assets |
20% |
| Bonds |
50% |
| Investments |
Invests mostly in defensive assets such as fixed interest and cash, with only limited investment in growth assets such as shares and real assets. May be suitable for investors who want to achieve slightly higher returns than those expected from investing solely in the Cash fund. Investors need to be comfortable with the possibility of some fluctuations in returns. |
