Financial Services Company
last updated on 2023-12-12 12:32:43
| Rating | |
| Fund name |
BALANCED STRATEGY |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
5.72% |
| Number of members |
36598 |
| Date fund started |
2009-06-12 |
| Fund type |
Balanced |
| Estimated annual fees |
0.98% |
| NZ invested Assets |
39.49% |
| Total value of fund |
$1 166 807 587 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6.4% |
| Growth Assets |
59.6% |
| Bonds |
34% |
| Investments |
This investment option aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets. Automatically rebalanced each year to a target fund mix determined by us, within a range of 40% to 50% Conservative Fund and 50% to 60% Growth Fund. As at the date of this fund update the target fund mix is 40% Conservative Fund and 60% Growth Fund |
