- Fund Type: Unit Trust
- Objective: Balanced
- Asset Class: Asset Allocation
- Geographic Focus: New Zealand
AXA KiwiSaver Balanced Portfolio
+ Add to WatchlistAXAKBAP:NZ
1.17 NZDAs of 02:48:00 ET on 06/12/2013.
Snapshot for AXA KiwiSaver Balanced Portfolio (AXAKBAP)
| Year To Date: | +5.16% | 3-Month: | +0.73% | 3-Year: | +8.05% | 52-Week Range: | 1.00 - 1.24 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -1.62% | 1-Year: | +13.63% | 5-Year: | +4.49% | Beta vs NZSE: | 0.31 |
Fund Profile & Information for AXAKBAP
AXA KiwiSaver Balanced Portfolio is a unit trust incorporated in New Zealand. The Fund is a portfolio with a larger investment in shares and property, and a smaller investment in cash and fixed interest.
| Inception Date: | 10-01-2007 | Telephone: | 64-4-474-4500 |
|---|---|---|---|
| Managers: | - | ||
| Web Site: | www.axa.co.nz 73933 | ||
Fundamentals for AXAKBAP
| NAV | (on 2013-06-12) 1.17 |
|---|---|
| Assets (M) | (on 2013-05-31) 130.66 |
| Fund Leveraged | N |
| Minimum Investment | 1,000.00 |
| Minimum Subsequent Investment | 500.00 |
Dividends for AXAKBAP
No dividends reported
Fees & Expenses for AXAKBAP
| Front Load | - |
|---|---|
| Back Load | - |
| Current Mgmt Fee | 0.54 |
| Redemption Fee | - |
| 12b1 Fee | - |
| Expense Ratio | - |
Top Fund Holdings for AXAKBAP
Holding Data Unavailable.
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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