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5/11/2024

Fisher Funds - GLIDEPATH AGE 40

Financial Services Company

last updated on 2023-12-12 12:32:45

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Overview

Rating

Fund name

GLIDEPATH AGE 40

Membership fee per annum

0.00

Fund performance 5 year

8.53%

Number of members

184

Date fund started

2014-07-01

Fund type

Aggressive

Estimated annual fees

1.07%

NZ invested Assets

39.7%

Total value of fund

$6 323 227

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

1%

Growth Assets

87%

Bonds

12%

Investments

Investments

GlidePath age 40 is a representation of the GlidePath life cycle. This investment option invests 32% in the Equity Fund and 68% in the Growth Fund.