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25/11/2024

Pathfinder KiwiSaver - PATHFINDER KIWISAVER BALANCED FUND

Financial Services Company

last updated on 2024-02-26 14:28:39

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Overview

Rating

Fund name

PATHFINDER KIWISAVER BALANCED FUND

Membership fee per annum

$27

Fund performance 5 year

-

Number of members

1989

Date fund started

2019-07-23

Fund type

Balanced

Estimated annual fees

1.16%

NZ invested Assets

23.57%

Total value of fund

$75 741 308

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

9.6%

Growth Assets

52.9%

Bonds

37.5%

Investments

Investments

An ethical portfolio with a balance between growth assets and income assets. This Fund’s value is likely to fluctuate more than the Conservative Fund but less than the Growth Fund.