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23/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:31
| Rating | |
| Fund name |
SHIELDED GROWTH FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
7.77% |
| Number of members |
504 |
| Date fund started |
2018-05-31 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.29% |
| NZ invested Assets |
28.85% |
| Total value of fund |
$9 402 514 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
1% |
| Growth Assets |
99% |
| Bonds |
0.00 |
| Investments |
The Shielded Growth Fund is suited to investors who seek potentially relatively high returns over longer term periods (seven years plus), allowing for short to medium term ups and downs, whilst partially shielding the fund against some of the more significant short-term risks. We aim to achieve this by investing predominantly in growth assets, with little or no allocation to income assets. |
