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22/11/2024

Home Companies Aon

Aon - ANZ BALANCED FUND

Insurance Company

last updated on 2023-12-12 12:32:47

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Overview

Rating

Fund name

ANZ BALANCED FUND

Membership fee per annum

$40

Fund performance 5 year

4.24%

Number of members

960

Date fund started

2007-09-30

Fund type

Balanced

Estimated annual fees

0.97%

NZ invested Assets

23.76%

Total value of fund

$34 811 697

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

8%

Growth Assets

60%

Bonds

32%

Investments

Investments

To produce returns in excess of inflation by investing with a higher allocation to growth assets than income assets.

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