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25/11/2024

Pathfinder KiwiSaver - PATHFINDER KIWISAVER CONSERVATIVE FUND

Financial Services Company

last updated on 2024-02-26 14:28:40

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Overview

Rating

Fund name

PATHFINDER KIWISAVER CONSERVATIVE FUND

Membership fee per annum

$27

Fund performance 5 year

-

Number of members

601

Date fund started

2019-07-23

Fund type

Conservative

Estimated annual fees

0.88%

NZ invested Assets

12.14%

Total value of fund

$14 673 697

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

24%

Growth Assets

14.7%

Bonds

61.3%

Investments

Investments

An ethical portfolio with a higher exposure to income assets and a lower exposure to growth assets. This Fund’s value is unlikely to fluctuate as much as the Balanced Fund or Growth Fund.