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24/11/2024
Financial Services Company
last updated on 2023-12-12 12:33:16
| Rating | |
| Fund name |
LIFESTAGES CAPITAL STABLE PORTFOLIO |
| Membership fee per annum |
$24 |
| Fund performance 5 year |
3.77% |
| Number of members |
6095 |
| Date fund started |
2007-09-30 |
| Fund type |
No data |
| Estimated annual fees |
1.32% |
| NZ invested Assets |
10.12% |
| Total value of fund |
$119 181 156 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
60% |
| Growth Assets |
25% |
| Bonds |
15% |
| Investments |
The Lifestages Capital Stable Portfolio aims to provide a low risk investment option. It is generally suitable if you want to have a ‘low risk’ investment portfolio which has the majority of its assets invested in cash and fixed interest investments. |
