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22/11/2024

Fisher Funds - PRESERVATION FUND

Financial Services Company

last updated on 2024-02-26 14:28:32

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Overview

Rating

Fund name

PRESERVATION FUND

Membership fee per annum

0.00

Fund performance 5 year

1.31%

Number of members

1662

Date fund started

2007-10-01

Fund type

No data

Estimated annual fees

0.61%

NZ invested Assets

53.99%

Total value of fund

$43 968 661

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

50%

Growth Assets

0.00

Bonds

50%

Investments

Investments

The fund aims to provide stable returns and reduce the potential of capital loss over the short to medium term by investing in New Zealand cash and New Zealand short term fixed interest assets