Financial Services Company
last updated on 2023-12-12 12:33:45
| Rating | |
| Fund name |
BALANCED FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
6331 |
| Date fund started |
2022-05-16 |
| Fund type |
Balanced |
| Estimated annual fees |
1.25% |
| NZ invested Assets |
- |
| Total value of fund |
$191 768 856 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
60% |
| Bonds |
35% |
| Investments |
The Balanced Fund aims to provide a medium return over the medium term. It invests in an actively managed portfolio made up of slightly more growth asssets than income assets. Volatility is likely to be medium to high. Returns will vary and may be low or negative at times. |
