Financial Services Company
last updated on 2024-02-26 14:28:42
| Rating | |
| Fund name |
SUSTAINABLE PLUS GROWTH FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
6.31% |
| Number of members |
6462 |
| Date fund started |
2015-02-18 |
| Fund type |
Growth |
| Estimated annual fees |
0.87% |
| NZ invested Assets |
15.84% |
| Total value of fund |
$233 930 301 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
80% |
| Bonds |
19% |
| Investments |
Invests predominantly in growth assets such as shares and real assets, with only a limited amount in defensive assets such as fixed interest and cash. This fund may be suited to investors wanting to invest mostly in growth assets who are comfortable accepting more volatile returns than those expected from the Sustainable Plus Balanced fund with a view to achieving higher longer-term returns. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia. |
