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5/11/2024
Financial Services Company
last updated on 2023-12-12 12:32:43
| Rating |
7.0 |
| Fund name |
JUNO CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
1.09% |
| Number of members |
1170 |
| Date fund started |
2018-08-01 |
| Fund type |
No data |
| Estimated annual fees |
0.69% |
| NZ invested Assets |
3.52% |
| Total value of fund |
$27 044 828 |
| Data last updated |
2023-11-14 03:38:18 |
| Cash |
25% |
| Growth Assets |
25% |
| Bonds |
50% |
| Investments |
The Fund seeks to preserve Members’ capital, with modest capital growth over a three to five year period. The Fund invests primarily in fixed interest and cash, with an allocation to equities, directly and/or through the JUNO Balanced Fund. |
