Financial Services Company
last updated on 2023-12-12 12:33:29
| Rating | |
| Fund name |
ALTUM |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
8.56% |
| Number of members |
228 |
| Date fund started |
2014-10-06 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.28% |
| NZ invested Assets |
59.97% |
| Total value of fund |
$5 592 336 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
0.00 |
| Growth Assets |
100% |
| Bonds |
0.00 |
| Investments |
The QuayStreet Altum Fund invests in a concentrated portfolio of Australasian shares that can also include international shares, cash, fixed interest investments and derivatives. The investment objective is to provide a level of return above the Fund's benchmark over the long term. |
