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23/11/2024
Insurance Company
last updated on 2023-12-12 12:33:44
| Rating | |
| Fund name |
MILFORD CONSERVATIVE FUND |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
- |
| Number of members |
286 |
| Date fund started |
2022-02-23 |
| Fund type |
Conservative |
| Estimated annual fees |
1.27% |
| NZ invested Assets |
- |
| Total value of fund |
$10 166 231 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
7% |
| Growth Assets |
18% |
| Bonds |
75% |
| Investments |
To provide a diversified portfolio that primarily invests in fixed interest securities, with a moderate allocation to equities. The fund's objective is to achieve moderate returns and protect capital over the minimum recommended investment timeframe. While conservative in nature, the fund may experience short term negative returns, particularly in times of heightened volatility. |
