Financial Services Company
last updated on 2024-02-26 14:28:36
| Rating | |
| Fund name |
MODERATE FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
3.42% |
| Number of members |
13023 |
| Date fund started |
2007-10-01 |
| Fund type |
No data |
| Estimated annual fees |
1.08% |
| NZ invested Assets |
34.38% |
| Total value of fund |
$237 104 699 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
20% |
| Growth Assets |
40% |
| Bonds |
40% |
| Investments |
The Moderate Fund is suited to investors who seek moderate returns on average over medium term periods (three years plus), allowing for some shorter-term ups and downs. We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets. |
