Financial Services Company
last updated on 2024-02-26 14:29:02
| Rating | |
| Fund name |
FOCUSED GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
8.3% |
| Number of members |
81167 |
| Date fund started |
2013-04-16 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.33% |
| NZ invested Assets |
17.83% |
| Total value of fund |
$2 406 050 666 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
95% |
| Bonds |
0.00 |
| Investments |
The Focused Growth Fund aims to provide a higher return over the long term. It invests in an actively managed portfolio made up predominately of growth asssets with a minor allocation to income assets. Volatility is likely to be the highest of the funds. Returns will vary and may be low or negative at times. |
