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Simplicity - GROWTH FUND

Financial Services Company

last updated on 2024-02-26 14:28:58

https://cdn.moneycompare.co.nz/uploads/web/logo/1/S029plDVBUDs_z1h4MGgk5Mgd_BzYtxP.png

Overview

Rating

Fund name

GROWTH FUND

Membership fee per annum

0.00

Fund performance 5 year

7.8%

Number of members

47129

Date fund started

2016-09-01

Fund type

Growth

Estimated annual fees

0.31%

NZ invested Assets

36.75%

Total value of fund

$2 080 882 814

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

2%

Growth Assets

80%

Bonds

18%

Investments

Investments

The Growth Fund provides investors with a limited exposure to income assets, but most of its investments are in growth assets.