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OneAnswer KiwiSaver - BALANCED GROWTH FUND

Financial Services Company

last updated on 2024-02-26 14:28:42

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Overview

Rating

Fund name

BALANCED GROWTH FUND

Membership fee per annum

0.00

Fund performance 5 year

6.24%

Number of members

9911

Date fund started

2007-10-01

Fund type

Growth

Estimated annual fees

1%

NZ invested Assets

23.27%

Total value of fund

$606 696 698

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

6%

Growth Assets

65%

Bonds

29%

Investments

Investments

The Balanced Growth Fund invests mainly in growth assets (equities, listed property and listed infrastructure), with some exposure to income assets (cash and cash equivalents and fixed interest). The fund may also invest in alternative assets.The Balanced Growth Fund aims to achieve (after the fund charge and before tax) over the long term moderate to high returns, allowing for moderate to large ups and downs in value.