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25/11/2024

Simplicity - HIGH GROWTH FUND

Financial Services Company

last updated on 2023-12-12 12:33:48

https://cdn.moneycompare.co.nz/uploads/web/logo/1/S029plDVBUDs_z1h4MGgk5Mgd_BzYtxP.png

Overview

Rating

Fund name

HIGH GROWTH FUND

Membership fee per annum

0.00

Fund performance 5 year

-

Number of members

9442

Date fund started

2023-04-28

Fund type

Aggressive

Estimated annual fees

0.29%

NZ invested Assets

-

Total value of fund

$372 685 740

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

2%

Growth Assets

98%

Bonds

0.00

Investments

Investments

The High Growth Fund provides investors with exposure to mostly growth assets (shares & property). There is a very limited exposure to income assets (cash).