Financial Services Company
last updated on 2023-12-12 12:33:34
| Rating | |
| Fund name |
STEPPING STONES 61-64 |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
4.46% |
| Number of members |
425 |
| Date fund started |
2013-04-16 |
| Fund type |
No data |
| Estimated annual fees |
1.15% |
| NZ invested Assets |
69.57% |
| Total value of fund |
$18 347 815 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
40% |
| Bonds |
55% |
| Investments |
The Stepping Stones 61-64 years old investment option aims to provide a modest to medium return over the short to medium term. It invests in an actively managed portfolio made up of slightly more income assets than growth assets. Volatility is likely to be medium to high. Returns will vary and may be low or negative at times. |
