Financial Services Company
last updated on 2023-12-12 12:33:34
| Rating | |
| Fund name |
STEPPING STONES 0-35 |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
8.14% |
| Number of members |
3859 |
| Date fund started |
2013-04-16 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.32% |
| NZ invested Assets |
26.26% |
| Total value of fund |
$48 779 902 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
95% |
| Bonds |
0.00 |
| Investments |
The Stepping Stones 0 - 35 years old investment option aims to provide a higher return over the long term. It invests in an actively managed portfolio made up predominately of growth assets with a minor allocation of income assets. Volatility is likely to be the highest of the investment options. Returns will vary and may be low or negative at times. |
