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5/11/2024

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NZ Funds KiwiSaver - INFLATION STRATEGY

Financial Services Company

last updated on 2023-12-12 12:32:56

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Overview

Rating

Fund name

INFLATION STRATEGY

Membership fee per annum

$30

Fund performance 5 year

4.48%

Number of members

19114

Date fund started

2010-11-01

Fund type

Growth

Estimated annual fees

1.37%

NZ invested Assets

36.18%

Total value of fund

$138 770 056

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

70%

Bonds

25%

Investments

Investments

The objective of the Inflation Strategy is to mitigate the impact of inflation on your investment over the medium and/or long term. The fund is anticipated to mainly hold New Zealand, Australian and international bonds and shares.

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