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24/11/2024
Financial Services Company
last updated on 2024-02-26 14:28:42
| Rating | |
| Fund name |
SOCIALLY RESPONSIBLE MODERATE FUND |
| Membership fee per annum |
$36 |
| Fund performance 5 year |
- |
| Number of members |
2810 |
| Date fund started |
2020-03-24 |
| Fund type |
No data |
| Estimated annual fees |
1.11% |
| NZ invested Assets |
35.84% |
| Total value of fund |
$55 263 750 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
20% |
| Growth Assets |
35% |
| Bonds |
45% |
| Investments |
The Socially Responsible Moderate Fund is suited to investors who seek moderate returns on average over medium term periods (three years plus), allowing for some shorter-term ups and downs, whilst excluding investments which do not satisfy certain socially responsible investment criteria. We aim to achieve this by investing mainly in income assets, while including a moderate allocation of growth assets, and the application of our Responsible Investment Policy. |
