×

Generate KiwiSaver - GROWTH FUND

Financial Services Company

last updated on 2024-02-26 14:29:02

https://cdn.moneycompare.co.nz/uploads/web/logo/1/PLPtPn15jCqz8T2CBdch15gowMn_4DJT.png

Overview

Rating

Fund name

GROWTH FUND

Membership fee per annum

$36

Fund performance 5 year

7.36%

Number of members

49358

Date fund started

2013-04-16

Fund type

Growth

Estimated annual fees

1.29%

NZ invested Assets

34.67%

Total value of fund

$1 431 010 615

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

80%

Bonds

15%

Investments

Investments

The Growth Fund aims to provide a high return over the medium to long term. It invests in an actively managed portfolio made up largely of growth asssets with a small allocation to income assets. Volatility is likely to be high. Returns will vary and may be low or negative at times.