Financial Services Company
last updated on 2023-12-12 12:33:47
| Rating | |
| Fund name |
DEFENSIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
- |
| Number of members |
191 |
| Date fund started |
2023-04-28 |
| Fund type |
Conservative |
| Estimated annual fees |
0.29% |
| NZ invested Assets |
- |
| Total value of fund |
$9 728 061 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
15% |
| Growth Assets |
5% |
| Bonds |
80% |
| Investments |
The Defensive Fund provides investors with exposure to mostly income assets. There is very limited exposure to growth assets (unlisted property). |
