Insurance Company
last updated on 2023-12-12 12:33:44
| Rating | |
| Fund name |
MILFORD BALANCED FUND |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
- |
| Number of members |
1522 |
| Date fund started |
2022-02-23 |
| Fund type |
Growth |
| Estimated annual fees |
1.42% |
| NZ invested Assets |
- |
| Total value of fund |
$41 515 970 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
8% |
| Growth Assets |
61% |
| Bonds |
31% |
| Investments |
To provide a diversified portfolio that primarily invests in equities, with a significant allocation to fixed interest securities. The fund's objective is to achieve capital growth over the minimum recommended investment timeframe. |
