×

Kiwi Wealth Limited - CONSERVATIVE

Financial Services Company

last updated on 2024-02-26 14:28:55

https://cdn.moneycompare.co.nz/uploads/web/logo/1/txbmTzo0sfa1BYUDJBvr9zM-D01Dd_kd.png

Overview

Rating

Fund name

CONSERVATIVE

Membership fee per annum

0.00

Fund performance 5 year

3.38%

Number of members

47012

Date fund started

2007-10-01

Fund type

No data

Estimated annual fees

0.88%

NZ invested Assets

25.9%

Total value of fund

$1 039 975 304

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

14.5%

Growth Assets

27.5%

Bonds

58%

Investments

Investments

The fund aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.