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23/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:39
| Rating | |
| Fund name |
SUMMER CONSERVATIVE SELECTION |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
266 |
| Date fund started |
2019-04-08 |
| Fund type |
No data |
| Estimated annual fees |
0.75% |
| NZ invested Assets |
53.01% |
| Total value of fund |
$9 775 960 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
18% |
| Growth Assets |
30% |
| Bonds |
52% |
| Investments |
We aim to achieve positive long-term returns by choosing a greater exposure to cash and fixed interest investments and a lesser exposure to equity and property investments. Investors can expect moderate to high levels of movement up and down in value and to receive longer-term returns that are lower than those of Summer Balanced Selection (but with less risk). |
