Financial Services Company
last updated on 2023-12-12 12:32:56
| Rating | |
| Fund name |
INFLATION STRATEGY |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
4.48% |
| Number of members |
19114 |
| Date fund started |
2010-11-01 |
| Fund type |
Growth |
| Estimated annual fees |
1.37% |
| NZ invested Assets |
36.18% |
| Total value of fund |
$138 770 056 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
70% |
| Bonds |
25% |
| Investments |
The objective of the Inflation Strategy is to mitigate the impact of inflation on your investment over the medium and/or long term. The fund is anticipated to mainly hold New Zealand, Australian and international bonds and shares. |
