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Booster - SOCIALLY RESPONSIBLE BALANCED FUND

Financial Services Company

last updated on 2023-12-12 12:32:52

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Overview

Rating

10.0

Fund name

SOCIALLY RESPONSIBLE BALANCED FUND

Membership fee per annum

$36

Fund performance 5 year

3.85%

Number of members

11961

Date fund started

2014-07-01

Fund type

Balanced

Estimated annual fees

1.24%

NZ invested Assets

29.95%

Total value of fund

$295 375 597

Data last updated

2023-11-14 03:38:18

Fund investment mix

Cash

2%

Growth Assets

55%

Bonds

43%

Investments

Investments

The Socially Responsible Balanced Fund is suited to investors who seek a medium level of returns on average over medium term periods (five years plus), allowing for shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing in a mix of income and growth assets, and the application of our Responsible Investment Policy.