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Generate KiwiSaver - STEPPING STONES GROWTH 61-75

Financial Services Company

last updated on 2023-12-12 12:33:47

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Overview

Rating

Fund name

STEPPING STONES GROWTH 61-75

Membership fee per annum

$36

Fund performance 5 year

-

Number of members

273

Date fund started

2022-05-16

Fund type

No data

Estimated annual fees

1.14%

NZ invested Assets

-

Total value of fund

$14 153 707

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

40%

Bonds

55%

Investments

Investments

The Stepping Stones Growth 61-75 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.