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25/11/2024

Kiwi Wealth Limited - DEFAULT CONSERVATIVE

Financial Services Company

last updated on 2023-12-12 12:33:22

https://cdn.moneycompare.co.nz/uploads/web/logo/1/txbmTzo0sfa1BYUDJBvr9zM-D01Dd_kd.png

Overview

Rating

Fund name

DEFAULT CONSERVATIVE

Membership fee per annum

0.00

Fund performance 5 year

3.44%

Number of members

18814

Date fund started

2014-07-01

Fund type

No data

Estimated annual fees

0.52%

NZ invested Assets

18.47%

Total value of fund

$334 713 892

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

29.5%

Growth Assets

22.5%

Bonds

48%

Investments

Investments

The fund aims to provide stable returns over the long term by investing mainly in income assets with a small allocation to growth assets. An enhanced passive investment style may be used at times.