Compare Insurance, Mortgage Rates, KiwiSaver & more
22/11/2024
Bank
last updated on 2024-02-26 14:28:54
| Rating | |
| Fund name |
BNZ KIWISAVER MODERATE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
3.86% |
| Number of members |
30096 |
| Date fund started |
2013-02-11 |
| Fund type |
No data |
| Estimated annual fees |
0.45% |
| NZ invested Assets |
22.55% |
| Total value of fund |
$769 726 728 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
15% |
| Growth Assets |
40% |
| Bonds |
45% |
| Investments |
The Moderate Fund invests largely in income assets, which generally have lower levels of risk with the potential for lower returns. It also has a sizeable allocation to growth assets, which generally have higher levels of risk and potential returns. It aims to achieve moderate returns over the medium term. |
