Financial Services Company
last updated on 2024-02-26 14:28:38
| Rating | |
| Fund name |
SUSTAINABLE CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.42% |
| Number of members |
25836 |
| Date fund started |
2007-10-01 |
| Fund type |
Conservative |
| Estimated annual fees |
0.46% |
| NZ invested Assets |
19.23% |
| Total value of fund |
$752 019 248 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
30% |
| Growth Assets |
20% |
| Bonds |
50% |
| Investments |
Invests mostly in defensive assets such as fixed interest, with only limited investment in growth assets such as shares. May be suitable for investors who want to achieve slightly higher returns than those expected from investing solely in the Cash fund. Investors need to be comfortable with the possibility of some fluctuations in returns. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia. |
