Financial Services Company
last updated on 2023-12-12 12:33:35
| Rating | |
| Fund name |
STEPPING STONES GROWTH 61-64 |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
4.74% |
| Number of members |
123 |
| Date fund started |
2016-09-06 |
| Fund type |
No data |
| Estimated annual fees |
4.12% |
| NZ invested Assets |
69.57% |
| Total value of fund |
$5 326 784 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
37.5% |
| Bonds |
57.5% |
| Investments |
The objective of the Stepping Stones Growth 61-64 years old investment option is to provide a conservative investment return through investment in a portfolio of actively managed cash, fixed interest, property (including aged care) and infrastructure assets, Australasian equities and international equities. The Investment option has a low to medium level of volatility. |
