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5/12/2024

Home Companies Nikko AM

Nikko AM - CONSERVATIVE FUND

Financial Services Company

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

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Overview

Rating

Fund name

CONSERVATIVE FUND

Membership fee per annum

$30

Fund performance 5 year

2.8%

Number of members

48

Date fund started

2018-04-03

Fund type

No data

Estimated annual fees

0.7%

NZ invested Assets

42.45%

Total value of fund

$1 347 789

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

20%

Growth Assets

23%

Bonds

57%

Investments

Investments

The Conservative Fund’s strategy is to invest across a range of actively managed funds to create a diversified portfolio with a focus on lower risk assets.

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