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ANZ - CONSERVATIVE BALANCED FUND

Bank

last updated on 2023-12-12 12:33:04

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Overview

Rating

Fund name

CONSERVATIVE BALANCED FUND

Membership fee per annum

0.00

Fund performance 5 year

3.83%

Number of members

2148

Date fund started

2007-10-01

Fund type

No data

Estimated annual fees

0.75%

NZ invested Assets

23.1%

Total value of fund

$103 724 149

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

15%

Growth Assets

35%

Bonds

50%

Investments

Investments

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