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5/11/2024
Financial Services Company
last updated on 2024-02-26 14:29:02
| 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 |
| Cash |
5% |
| Growth Assets |
80% |
| Bonds |
15% |
| 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. |
