Compare Insurance, Mortgage Rates, KiwiSaver & more
23/11/2024
Insurance Company
last updated on 2024-02-26 14:29:08
| Rating | |
| Fund name |
CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.62% |
| Number of members |
1849 |
| Date fund started |
2007-10-01 |
| Fund type |
Conservative |
| Estimated annual fees |
0.99% |
| NZ invested Assets |
- |
| Total value of fund |
$75 690 576 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
10% |
| Growth Assets |
20% |
| Bonds |
70% |
| Investments |
The Conservative Fund invests mainly in income assets with a modest allocation to growth assets. The Fund aims to preserve capital while providing a steady return over the short to medium term. It is suitable for investors who want to take a more cautious approach and accept a smaller amount of investment risk to potentially achieve a more stable return. |
