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BNZ - BNZ KIWISAVER CONSERVATIVE FUND

Bank

last updated on 2024-02-26 14:28:54

https://cdn.moneycompare.co.nz/uploads/web/logo/1/NP7bGfkfy1hecLq_Fo0gDLqKz1GIQRaA.png

Overview

Rating

Fund name

BNZ KIWISAVER CONSERVATIVE FUND

Membership fee per annum

0.00

Fund performance 5 year

2.11%

Number of members

39843

Date fund started

2013-02-11

Fund type

Conservative

Estimated annual fees

0.45%

NZ invested Assets

14.97%

Total value of fund

$876 414 610

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

25%

Growth Assets

20%

Bonds

55%

Investments

Investments

The Conservative Fund invests mostly in income assets, which generally have lower levels of risk with the potential for lower returns. It also has a modest allocation to growth assets, which generally have higher levels of risk and potential returns. It aims to achieve relatively stable returns over the short to medium term.