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23/11/2024
Bank
last updated on 2024-02-26 14:28:52
| Rating | |
| Fund name |
CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.71% |
| Number of members |
163668 |
| Date fund started |
2007-10-01 |
| Fund type |
No data |
| Estimated annual fees |
0.4% |
| NZ invested Assets |
38.92% |
| Total value of fund |
$3 089 525 741 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
13% |
| Growth Assets |
25% |
| Bonds |
62% |
| Investments |
The Conservative Fund aims to provide stable returns over the short to medium term. The fund invests primarily in income assets but also has a 25% target allocation to growth assets. Volatility is expected to be higher than the Defensive Conservative Fund but lower than the Moderate Fund in the Westpac KiwiSaver Scheme. |
