- Fund Type: Open-End Fund
- Objective: Flexible Portfolio
- Asset Class: Asset Allocation
- Geographic Focus: New Zealand
Snapshot for Smartkiwi Conservative Fund (SMKWCON)
| Year To Date: | +3.70% | 3-Month: | +2.55% | 3-Year: | +5.18% | 52-Week Range: | 1.14 - 1.25 |
|---|---|---|---|---|---|---|---|
| 1-Month: | +1.74% | 1-Year: | +9.83% | 5-Year: | +4.60% | Beta vs NZSE: | 0.34 |
Fund Profile & Information for SMKWCON
Smartkiwi Conservative Fund is an investment fund incorporated in New Zealand. The Fund's objective is to provide investors with medium to long-term capital growth with low volatility. The Fund invests in a diversified investment portfolio consisting of 80/20 mix between fixed interest and equity investments.
| Inception Date: | 10-03-2007 | Telephone: | 64-4-472-7599 |
|---|---|---|---|
| Managers: | JULIUS CAPILITAN | ||
| Web Site: | www.smartshares.nzx.com | ||
Fundamentals for SMKWCON
| NAV | - |
|---|---|
| Assets (M) | (on 2013-04-30) 2.97 |
| Fund Leveraged | N |
| Minimum Investment | - |
| Minimum Subsequent Investment | - |
Dividends for SMKWCON
No dividends reported
Fees & Expenses for SMKWCON
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.85 |
| Redemption Fee | 0.00 |
| 12b1 Fee | - |
| Expense Ratio | - |
Top Fund Holdings for SMKWCON
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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