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5/11/2024

Home Companies Simplicity

Simplicity - GUARANTEED INCOME FUND

Financial Services Company

last updated on 2023-12-12 12:33:27

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Overview

Rating

Fund name

GUARANTEED INCOME FUND

Membership fee per annum

$30

Fund performance 5 year

-

Number of members

107

Date fund started

2017-10-24

Fund type

Balanced

Estimated annual fees

1.59%

NZ invested Assets

37.47%

Total value of fund

$13 213 133

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

2%

Growth Assets

56%

Bonds

42%

Investments

Investments

The Guaranteed Income Fund invests in a mix of growth and income assets. On retirement, it provides investors with a regular income for life, even if their original investment runs out.

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