Financial Services Company
last updated on 2024-02-26 14:29:01
| Rating | |
| Fund name |
BALANCED FUND |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
4.37% |
| Number of members |
119 |
| Date fund started |
2018-04-03 |
| Fund type |
Growth |
| Estimated annual fees |
0.93% |
| NZ invested Assets |
38.89% |
| Total value of fund |
$4 544 060 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
64% |
| Bonds |
31% |
| Investments |
The Balanced Fund’s strategy is to invest across a range of actively managed funds to create a diversified portfolio with a balanced mix of lower and higher risk assets. |
