Financial Services Company
last updated on 2023-12-12 12:33:35
| Rating | |
| Fund name |
STEPPING STONES 65+ |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
4.41% |
| Number of members |
185 |
| Date fund started |
2013-04-16 |
| Fund type |
No data |
| Estimated annual fees |
1.2% |
| NZ invested Assets |
73.22% |
| Total value of fund |
$6 845 061 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
32.5% |
| Bonds |
62.5% |
| Investments |
The objective of the Stepping Stones 65+ years old investment option is to provide a conservative investment return through investment in a portfolio of actively managed cash, fixed interest, property (including aged care) and infrastructure assets, Australasian equities and international equities. The Investment option has a low to medium level of volatility. |
