Financial Services Company
last updated on 2024-02-26 14:28:37
| Rating | |
| Fund name |
SOCIALLY RESPONSIBLE HIGH GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
10.31% |
| Number of members |
16302 |
| Date fund started |
2010-05-21 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.28% |
| NZ invested Assets |
29.32% |
| Total value of fund |
$517 317 286 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
99% |
| Bonds |
0.00 |
| Investments |
The Socially Responsible High Growth Fund is suited to investors who seek potentially higher returns on average over long term periods (ten years plus), allowing for short to medium term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets, and the application of our Responsible Investment Policy. |
