Bank
last updated on 2024-02-26 14:28:52
| Rating | |
| Fund name |
MODERATE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
3.68% |
| Number of members |
39137 |
| Date fund started |
2014-07-02 |
| Fund type |
No data |
| Estimated annual fees |
0.4% |
| NZ invested Assets |
38.27% |
| Total value of fund |
$805 646 409 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
8% |
| Growth Assets |
40% |
| Bonds |
52% |
| Investments |
The Moderate Fund aims to provide moderate returns over the medium term. The fund has a higher target allocation to income assets than to growth assets. Volatility is expected to be higher than the Conservative Fund but lower than the Default Balanced Fund in the Westpac KiwiSaver Scheme. |
