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Aon - NIKKO BALANCED FUND

Insurance Company

last updated on 2023-12-12 12:32:47

Overview

Rating
Fund name	NIKKO BALANCED FUND
Membership fee per annum	$40
Fund performance 5 year	4%
Number of members	480
Date fund started	2007-10-31

Fund type	Growth
Estimated annual fees	1.37%
NZ invested Assets	38.97%
Total value of fund	$10 424 360
Data last updated	2024-02-22 21:10:31

Fund investment mix

Cash	0.00
Growth Assets	70%

Bonds

30%

Investments

Investments

To produce returns In excess of inflation by investing with a higher allocation to growth assets than income assets.

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