Compare Insurance, Mortgage Rates, KiwiSaver & more
24/11/2024
Bank
last updated on 2024-02-26 14:28:54
| Rating | |
| Fund name |
BNZ KIWISAVER BALANCED FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
5.26% |
| Number of members |
28918 |
| Date fund started |
2013-02-11 |
| Fund type |
Balanced |
| Estimated annual fees |
0.45% |
| NZ invested Assets |
26.44% |
| Total value of fund |
$828 775 799 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
60% |
| Bonds |
35% |
| Investments |
The Balanced Fund invests largely in growth assets, which generally have higher levels of risk with the potential for higher returns. It also has a sizeable allocation to income assets, which generally have lower levels of risk and potential returns. It aims to achieve a medium level of return over the medium to long term. |
