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5/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:36
| Rating | |
| Fund name |
GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
7.33% |
| Number of members |
26310 |
| Date fund started |
2010-04-28 |
| Fund type |
Growth |
| Estimated annual fees |
1.24% |
| NZ invested Assets |
33.23% |
| Total value of fund |
$620 446 465 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
2% |
| Growth Assets |
80% |
| Bonds |
18% |
| Investments |
The Growth Fund is suited to investors who seek potentially relatively high returns on average over longer-term periods (seven years plus), allowing for short to medium term ups and downs. We aim to achieve this by investing primarily in growth assets, with a moderate allocation of income assets. |
