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6/11/2024
Bank
last updated on 2024-02-26 14:28:40
| Rating | |
| Fund name |
POSITIVE IMPACT FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
- |
| Number of members |
5084 |
| Date fund started |
2019-07-25 |
| Fund type |
Balanced |
| Estimated annual fees |
1% |
| NZ invested Assets |
0.00 |
| Total value of fund |
$118 437 369 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
0.00 |
| Growth Assets |
60% |
| Bonds |
40% |
| Investments |
To invest in a portfolio of investments that make a positive impact on society or the environment while seeking to provide moderate to high long-term returns allowing for large movements of value up and down. The number of years with negative returns are generally expected to be similar to the Growth Fund in the ASB KiwiSaver Scheme. The impact objective is to achieve measurable positive outcomes in line with the UN Sustainable Development Goals. The Positive Impact Fund invests in income and growth assets with a target investment mix of 40% income assets and 60% growth assets. |
