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Simplicity - GROWTH FUND

Financial Services Company

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

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.

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