Financial Services Company
last updated on 2023-12-12 12:33:45
| Rating | |
| Fund name |
SOCIALLY RESPONSIBLE GEARED GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
1606 |
| Date fund started |
2022-03-30 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.62% |
| NZ invested Assets |
- |
| Total value of fund |
$31 308 148 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
99% |
| Bonds |
0.00 |
| Investments |
The Socially Responsible Geared Growth Fund is suited to investors who seek higher returns, including increased potential returns via leverage, on average over extended periods (fifteen years plus), allowing for more significant short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the use of leverage to provide increased exposure, and the application of our Responsible Investment Policy. |
