Financial Services Company
last updated on 2023-12-12 12:33:18
| Rating | |
| Fund name |
GROWTH FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
5.63% |
| Number of members |
1885 |
| Date fund started |
2015-10-09 |
| Fund type |
Growth |
| Estimated annual fees |
0.93% |
| NZ invested Assets |
15.72% |
| Total value of fund |
$46 765 851 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
80% |
| Bonds |
19% |
| Investments |
Invests predominantly in growth assets such as shares and real assets with only a limited amount in defensive assets such as fixed interest and cash. May be suitable for investors wanting to invest mostly in growth assets who are comfortable accepting more volatile returns than those expected from the Balanced fund with a view to achieving higher longer-term returns. |
