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27/11/2024

Home Companies QuayStreet KiwiSaver

QuayStreet KiwiSaver - BALANCED

Financial Services Company

last updated on 2024-02-26 14:29:00

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Overview

Rating

Fund name

BALANCED

Membership fee per annum

$30

Fund performance 5 year

6.57%

Number of members

1560

Date fund started

2007-10-23

Fund type

Balanced

Estimated annual fees

1.01%

NZ invested Assets

33.4%

Total value of fund

$81 465 564

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

10%

Growth Assets

60%

Bonds

30%

Investments

Investments

The QuayStreet Balanced Fund invests in a diversified portfolio with a balance between fixed interest and growth assets. The investment objective is to provide a level of return above the Fund's benchmark over the long term.

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