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QuayStreet KiwiSaver - BALANCED

Financial Services Company

last updated on 2024-02-26 14:29:00

Overview

Rating
Fund name	BALANCED
Membership fee per annum	$30
Fund performance 5 year	6.57%
Number of members	1560
Date fund started	2007-10-23

Fund type	Balanced
Estimated annual fees	1.01%
NZ invested Assets	33.4%
Total value of fund	$81 465 564
Data last updated	2024-02-22 21:10:31

Fund investment mix

Cash	10%
Growth Assets	60%

Bonds

30%

Investments

Investments

The QuayStreet Balanced Fund invests in a diversified portfolio with a balance between fixed interest and growth assets. The investment objective is to provide a level of return above the Fund's benchmark over the long term.

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