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4/12/2024

Aon - RUSSELL LIFEPOINTS® BALANCED FUND

Insurance Company

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

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Overview

Rating

Fund name

RUSSELL LIFEPOINTS® BALANCED FUND

Membership fee per annum

$40

Fund performance 5 year

4.46%

Number of members

12058

Date fund started

2007-09-30

Fund type

Balanced

Estimated annual fees

1.21%

NZ invested Assets

27.79%

Total value of fund

$235 968 376

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

0.00

Growth Assets

60%

Bonds

40%

Investments

Investments

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