Financial Services Company
last updated on 2023-12-12 12:33:48
| Rating | |
| Fund name |
HIGH GROWTH FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
- |
| Number of members |
201 |
| Date fund started |
2023-08-03 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.03% |
| NZ invested Assets |
- |
| Total value of fund |
$9 497 220 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
95% |
| Bonds |
0.00 |
| Investments |
The High Growth Fund invests in growth assets (equities, listed property and listed infrastructure), with a very small exposure to income assets (cash and cash equivalents and fixed interest). The fund may also invest in alternative assets.The High Growth Fund aims to achieve (after the fund charge and before tax) over the long term higher returns, allowing for larger ups and downs in value. |
