Kiwi Wealth Limited - Balanced

Financial Services Company

last updated on 2018-10-09 13:36:32

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Overview

Rating

Fund name

Balanced

Membership fee per annum

$50

Performance based fees

-

Fund performance 1 year

7.47%

Exit/transfer fee

0.00

Total value of fund

$1 444 275 515

Fund type

Balanced

Estimated annual fees

1.13%

Risk indicator

4

Fund performance 5 year

7.69%

Number of members

76186

Date fund started

01.10.2007

Fund investment mix

Cash

22.5%

Property

0.00

Other

0.00

Bonds

22.5%

Shares

55%

Investments

Investments

-