Financial Services Company
last updated on 2024-02-26 14:28:36
| Rating | |
| Fund name |
BALANCED FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
5.59% |
| Number of members |
35689 |
| Date fund started |
2007-10-01 |
| Fund type |
Balanced |
| Estimated annual fees |
1.19% |
| NZ invested Assets |
30.27% |
| Total value of fund |
$784 279 464 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
2% |
| Growth Assets |
60% |
| Bonds |
38% |
| Investments |
The Balanced Fund is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs. We aim to achieve this by investing in a mix of income and growth assets. |
