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Simplicity - GUARANTEED INCOME FUND

Financial Services Company

last updated on 2023-12-12 12:33:27

Overview

Rating
Fund name	GUARANTEED INCOME FUND
Membership fee per annum	$30
Fund performance 5 year	-
Number of members	107
Date fund started	2017-10-24

Fund type	Balanced
Estimated annual fees	1.59%
NZ invested Assets	37.47%
Total value of fund	$13 213 133
Data last updated	2024-02-22 21:10:31

Fund investment mix

Cash	2%
Growth Assets	56%

Bonds

42%

Investments

Investments

The Guaranteed Income Fund invests in a mix of growth and income assets. On retirement, it provides investors with a regular income for life, even if their original investment runs out.

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