Financial Services Company
last updated on 2023-12-12 12:33:40
| Rating | |
| Fund name |
SMARTBALANCED |
| Membership fee per annum |
$33 |
| Fund performance 5 year |
- |
| Number of members |
235 |
| Date fund started |
2015-01-19 |
| Fund type |
Balanced |
| Estimated annual fees |
0.58% |
| NZ invested Assets |
- |
| Total value of fund |
$8 680 147 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
40% |
| Growth Assets |
60% |
| Bonds |
0.00 |
| Investments |
SmartBalanced invests in the ETF funds and is designed to provide investors with medium to long-term capital growth with expected low volatility. |
