Financial Services Company
last updated on 2023-12-12 12:33:46
| Rating | |
| Fund name |
STEPPING STONES 76+ |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
7 |
| Date fund started |
2022-05-16 |
| Fund type |
Conservative |
| Estimated annual fees |
1.09% |
| NZ invested Assets |
- |
| Total value of fund |
$460 079 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
20% |
| Bonds |
75% |
| Investments |
The Stepping Stones 76+ years old investment option aims to provide a modest return over the short term. It invests in an actively managed portfolio made up largely of income assets with a small allocation of growth asssets. Volatility is likely to be low to medium. Returns will vary and may be low or negative at times. |
