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23/11/2024
Financial Services Company
last updated on 2023-12-12 12:33:17
| Rating | |
| Fund name |
MODERATE FUND |
| Membership fee per annum |
0.00 |
| Fund performance 5 year |
3.16% |
| Number of members |
518 |
| Date fund started |
2015-10-09 |
| Fund type |
No data |
| Estimated annual fees |
0.76% |
| NZ invested Assets |
18.76% |
| Total value of fund |
$9 084 977 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
18% |
| Growth Assets |
40% |
| Bonds |
42% |
| Investments |
Invests mainly in defensive assets such as fixed interest and cash, with about 40% invested in growth assets such as shares and real assets. May be suitable for investors who want to invest in a broad mix of assets and who are comfortable with a higher degree of volatility in returns than can be expected from the Conservative fund. |
