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Booster - BALANCED FUND

Financial Services Company

last updated on 2023-12-12 12:32:50

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Overview

Rating

10.0

Fund name

BALANCED FUND

Membership fee per annum

$36

Fund performance 5 year

3.3%

Number of members

35780

Date fund started

2007-10-01

Fund type

Balanced

Estimated annual fees

1.19%

NZ invested Assets

30.27%

Total value of fund

$737 424 065

Data last updated

2023-11-14 03:38:18

Fund investment mix

Cash

2%

Growth Assets

60%

Bonds

38%

Investments

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.