Financial Services Company
last updated on 2024-02-26 14:28:39
| Rating | |
| Fund name |
SUSTAINABLE PLUS MODERATE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
3.48% |
| Number of members |
5747 |
| Date fund started |
2015-02-18 |
| Fund type |
No data |
| Estimated annual fees |
0.68% |
| NZ invested Assets |
18.97% |
| Total value of fund |
$225 400 985 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
18% |
| Growth Assets |
40% |
| Bonds |
42% |
| Investments |
Invests mainly in defensive assets such as fixed interest and cash, with about 40% invested in growth assets such as shares and real assets. This fund may be suitable for investors who want to invest in a fund with a broad mix of assets and who are comfortable with a higher degree of volatility in returns than can be expected from the Sustainable Conservative fund. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia. |
