Financial Services Company
last updated on 2023-12-12 12:33:29
| Rating | |
| Fund name |
SOCIALLY RESPONSIBLE INVESTMENT |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
5.98% |
| Number of members |
352 |
| Date fund started |
2007-11-12 |
| Fund type |
Balanced |
| Estimated annual fees |
1.02% |
| NZ invested Assets |
36.64% |
| Total value of fund |
$13 079 855 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
10% |
| Growth Assets |
60% |
| Bonds |
30% |
| Investments |
The guiding philosophy of the SRI Fund is to endeavour to have a diversified portfolio of investments that are considered to be environmentally and socially sustainable, whilst still applying our traditional portfolio investment criteria. The fund invests in fixed interest and growth assets which are selected in accordance with our Socially Responsible Investment Policy (SRI Policy). The SRI Policy contains information relating to the benefits of investing in the SRI Fund and is available on the offer register, disclose-register.Companiesoffice.Govt.Nz and the QuayStreet website, quaystreet.Com/socially-responsible-investment-process. |
