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22/11/2024

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NZ Funds KiwiSaver - INCOME STRATEGY

Financial Services Company

last updated on 2023-12-12 12:32:56

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Overview

Rating

Fund name

INCOME STRATEGY

Membership fee per annum

$30

Fund performance 5 year

2.66%

Number of members

19580

Date fund started

2010-11-01

Fund type

No data

Estimated annual fees

1.12%

NZ invested Assets

35%

Total value of fund

$102 707 899

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

8%

Growth Assets

0.00

Bonds

92%

Investments

Investments

The objective of the Income Strategy is to provide exposure to income assets. The fund is anticipated to mainly hold New Zealand, Australian and international bonds.

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