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TOWER Investment Account - VIP Bal Port

22947
=
0.00
-
-
  • Previous Close

    0.00

  • Net Assets

    2.09m

  • Yield

    -

  • Front load

    0.00

  • Expenses

    -

  • Category

    Multi-sector – Balanced Non-PIE

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Fisher Funds Management Limited

Fund Style

Open

Fund Manager

Investment Style

-

Invests in short-term securities, property, bonds, and shares (both domestic and global). The portfolio will generally hold about 60% of its investments in growth assets with the balance in income assets. Benchmark: international shares 40%, NZ bonds 22.5%, NZ cash/short term fixed interest securities 5%, NZ shares 12.5%, global bonds 12.5% and property 7.5%.

Purchase Information

Initial Purchase 10,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

15/06/1998

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