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Generate KiwiSaver - STEPPING STONES GROWTH 76+

Financial Services Company

last updated on 2023-12-12 12:33:46

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Overview

Rating

Fund name

STEPPING STONES GROWTH 76+

Membership fee per annum

$36

Fund performance 5 year

-

Number of members

1

Date fund started

2022-05-16

Fund type

Conservative

Estimated annual fees

1.09%

NZ invested Assets

-

Total value of fund

$414 127

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

20%

Bonds

75%

Investments

Investments

The Stepping Stones Growth 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.