Financial Services Company
last updated on 2023-12-12 12:33:43
| Rating | |
| Fund name |
BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
- |
| Number of members |
422 |
| Date fund started |
2021-08-31 |
| Fund type |
Balanced |
| Estimated annual fees |
0.00 |
| NZ invested Assets |
- |
| Total value of fund |
$13 442 421 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
50% |
| Bonds |
45% |
| Investments |
The objective of the fund is to provide an entry level option, which uses a passive investment approach to gain exposure to a balanced mix of income and growth assets. |
