Financial Services Company
last updated on 2023-12-12 12:33:34
| Rating | |
| Fund name |
STEPPING STONES 36-45 |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
6.91% |
| Number of members |
1725 |
| Date fund started |
2013-04-16 |
| Fund type |
Growth |
| Estimated annual fees |
1.28% |
| NZ invested Assets |
40.41% |
| Total value of fund |
$50 606 974 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
80% |
| Bonds |
15% |
| Investments |
The Stepping Stones 36-45 years old investment option aims to provide a high return over the medium to long term. It invests in an actively managed portfolio made up largely of growth asssets with a small allocation to income assets. Volatility is likely to be high. Returns will vary and may be low or negative at times. |
