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6/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:40
| Rating | |
| Fund name |
SUSTAINABLE PLUS BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
4.84% |
| Number of members |
13281 |
| Date fund started |
2007-10-01 |
| Fund type |
Balanced |
| Estimated annual fees |
0.78% |
| NZ invested Assets |
19.07% |
| Total value of fund |
$589 921 206 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
4% |
| Growth Assets |
60% |
| Bonds |
36% |
| Investments |
Invests mainly in growth assets such as shares and real assets with about 40% invested in defensive assets such as fixed interest and cash. May be suitable for investors who want a diversified investment with exposure to shares, real assets, fixed interest and cash. This fund can be expect to have a higher degree of volatility in returns than can be expected from the Sustainable Plus Moderate fund and is more suited to investors who can invest for the long term. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia. |
