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OneAnswer KiwiSaver - CONSERVATIVE FUND

Financial Services Company

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

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Overview

Rating

Fund name

CONSERVATIVE FUND

Membership fee per annum

0.00

Fund performance 5 year

2.6%

Number of members

16115

Date fund started

2007-10-01

Fund type

Conservative

Estimated annual fees

0.61%

NZ invested Assets

22.41%

Total value of fund

$485 250 751

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

20%

Growth Assets

20%

Bonds

60%

Investments

Investments

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