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22/11/2024
Bank
last updated on 2023-12-12 12:33:17
| Rating | |
| Fund name |
DEFENSIVE CONSERVATIVE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
2.58% |
| Number of members |
14896 |
| Date fund started |
2014-07-02 |
| Fund type |
Conservative |
| Estimated annual fees |
0.4% |
| NZ invested Assets |
36.98% |
| Total value of fund |
$233 206 906 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
15% |
| Growth Assets |
20% |
| Bonds |
65% |
| Investments |
The Defensive Conservative Fund aims to provide stable returns over the short to medium term. The fund invests primarily in income assets but also has a 20% target allocation to growth assets. Volatility is expected to be higher than the Cash Fund but lower than the Conservative Fund in the Westpac KiwiSaver Scheme. |
