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22/11/2024
Insurance Company
last updated on 2023-12-12 12:32:55
| Rating | |
| Fund name |
NIKKO AM BALANCED FUND |
| Membership fee per annum |
$23 |
| Fund performance 5 year |
3.93% |
| Number of members |
2455 |
| Date fund started |
2007-10-01 |
| Fund type |
Growth |
| Estimated annual fees |
1.31% |
| NZ invested Assets |
38.97% |
| Total value of fund |
$78 759 911 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
64% |
| Bonds |
31% |
| Investments |
The fund aims to provide investors with a carefully constructed balance of diversified assets in a manner that aims to both optimise investment returns and to minimise the risk of investment loss, and to preserve the capital value of investing funds over the longer term in real terms. The fund gains its investment exposure by investing into a range of actively managed funds to create a diversified portfolio with a balanced mix of lower and higher risk assets. |
