Financial Services Company
last updated on 2024-02-26 14:29:10
| Rating | |
| Fund name |
SOCIALLY RESPONSIBLE GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
1841 |
| Date fund started |
2022-03-30 |
| Fund type |
Growth |
| Estimated annual fees |
1.27% |
| NZ invested Assets |
- |
| Total value of fund |
$38 367 714 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
2% |
| Growth Assets |
75% |
| Bonds |
23% |
| Investments |
The Socially Responsible Growth Fund is suited to investors who seek potentially relatively high returns on average over longer term periods (seven years plus), allowing for 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 primarily in growth assets, with a moderate allocation of income assets, and the application of our Responsible Investment Policy. |
