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25/11/2024

Home Companies Kiwi Wealth Limited

Kiwi Wealth Limited - BALANCED

Financial Services Company

last updated on 2024-02-26 14:28:55

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Overview

Rating

Fund name

BALANCED

Membership fee per annum

0.00

Fund performance 5 year

6.32%

Number of members

69906

Date fund started

2007-10-01

Fund type

Balanced

Estimated annual fees

1.04%

NZ invested Assets

15.23%

Total value of fund

$2 275 002 797

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

3%

Growth Assets

60%

Bonds

37%

Investments

Investments

The fund aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets.

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