Financial Services Company
last updated on 2023-12-12 12:33:46
| Rating | |
| Fund name |
DEFENSIVE FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
1452 |
| Date fund started |
2022-05-16 |
| Fund type |
No data |
| Estimated annual fees |
0.79% |
| NZ invested Assets |
- |
| Total value of fund |
$43 085 927 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
25% |
| Growth Assets |
0.00 |
| Bonds |
75% |
| Investments |
The Defensive Fund aims to provide a stable return over the very short term. It invests in an actively managed portfolio made up entirely of income assets. This fund is useful if you plan to withdraw your KiwiSaver funds within the next 12 months and need certainty of the amount you intend to withdraw, like for a deposit on a first home. Volatility is likely to be the lowest of the funds, however a negative return is still possible. |
