Financial Services Company
last updated on 2024-02-26 14:28:37
| Rating | |
| Fund name |
SOCIALLY RESPONSIBLE BALANCED FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
6.36% |
| Number of members |
12026 |
| Date fund started |
2014-07-01 |
| Fund type |
Balanced |
| Estimated annual fees |
1.24% |
| NZ invested Assets |
29.95% |
| Total value of fund |
$320 317 613 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
2% |
| Growth Assets |
55% |
| Bonds |
43% |
| Investments |
The Socially Responsible Balanced Fund is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy. |
