Financial Services Company
last updated on 2023-12-12 12:33:35
| Rating | |
| Fund name |
STEPPING STONES GROWTH 56-60 |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
5.55% |
| Number of members |
451 |
| Date fund started |
2016-09-06 |
| Fund type |
Balanced |
| Estimated annual fees |
1.25% |
| NZ invested Assets |
54.58% |
| Total value of fund |
$24 223 220 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
60% |
| Bonds |
35% |
| Investments |
The Stepping Stones Growth 56-60 years old investment option aims to provide a medium return over the medium term. It invests in an actively managed portfolio made up of slightly more growth asssets than income assets. Volatility is likely to be medium to high. |
