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4/12/2024

Home Companies Nikko AM

Nikko AM - BALANCED FUND

Financial Services Company

last updated on 2024-02-26 14:29:01

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Overview

Rating

Fund name

BALANCED FUND

Membership fee per annum

$30

Fund performance 5 year

4.37%

Number of members

119

Date fund started

2018-04-03

Fund type

Growth

Estimated annual fees

0.93%

NZ invested Assets

38.89%

Total value of fund

$4 544 060

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

5%

Growth Assets

64%

Bonds

31%

Investments

Investments

The Balanced Fund’s strategy is to invest across a range of actively managed funds to create a diversified portfolio with a balanced mix of lower and higher risk assets.

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