Balanced Fund

Financial Services Company

last updated on 2018-10-03 13:36:09

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Overview

Rating

Fund name

Balanced Fund

Membership fee per annum

$36

Performance based fees

-

Fund performance 1 year

5.42%

Exit/transfer fee

$30

Total value of fund

$414 092 534

Fund type

Balanced

Estimated annual fees

1.22%

Risk indicator

3

Fund performance 5 year

5.95%

Number of members

36727

Date fund started

01.10.2007

Fund investment mix

Cash

2%

Property

7%

Other

0.00

Bonds

43%

Shares

48%

Investments

Investments

-