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25/11/2024
Insurance Company
last updated on 2024-02-26 14:29:08
| Rating | |
| Fund name |
MODERATE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
4.25% |
| Number of members |
1518 |
| Date fund started |
2007-10-01 |
| Fund type |
No data |
| Estimated annual fees |
1.02% |
| NZ invested Assets |
- |
| Total value of fund |
$80 506 874 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5.5% |
| Growth Assets |
40% |
| Bonds |
54.5% |
| Investments |
The Moderate Fund invests mainly in income assets with a moderate allocation to growth assets. The Fund aims to provide moderate returns over the short to medium term. It is suitable for investors who are prepared to accept some investment risk to potentially achieve a moderate return. |
