Financial Services Company
last updated on 2024-02-26 14:28:42
| Rating | |
| Fund name |
SUSTAINABLE PLUS HIGH GROWTH FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
7.43% |
| Number of members |
8602 |
| Date fund started |
2007-10-01 |
| Fund type |
Aggressive |
| Estimated annual fees |
0.92% |
| NZ invested Assets |
18.82% |
| Total value of fund |
$337 367 195 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
95% |
| Bonds |
4% |
| Investments |
Invests almost entirely in growth assets such as shares and real assets, with only a small amount invested in defensive assets such as fixed interest and cash. May be suitable for investors wanting to invest predominantly in growth assets, who want higher long-term returns and are comfortable with high volatility 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. |
