Kiwi Saver
As at 31 July 2010
| Staples Rodway KiwiSaver Conservative Fund | Staples Rodway KiwiSaver Balanced Fund | Staples Rodway KiwiSaver Growth Fund | ||||
|---|---|---|---|---|---|---|
| Fund Launch | 1-Oct-07 | 1-Oct-07 | 1-Oct-07 | |||
| Management Fee (% pa) | 0.75 | 1.00 | 1.15 | |||
Asset Allocation |
||||||
| Cash/Short-term Deposits | 100% | 4% | 2% | |||
| NZ fixed interest securities | 12% | 15% | ||||
| Int'l fixed interest securities | 16% | 26% | ||||
| Australasian shares | 18% | 26% | ||||
| International Shares | 37% | 23% | ||||
| Australasian listed property securities | 5% | 0% | ||||
| Int'l listed property securities | 5% | 0% | ||||
| Misc - Income/Options | 0% | 0% | ||||
| Alternative Investments | 2% | 9% | ||||
Returns (pre-tax and after fees) |
||||||
| Three Months (%) | 0.91% | -2.48% | -2.24% | |||
| Six Months (%) | 1.88% | 2.18% | 2.40% | |||
| One Year (%) | 3.09% | 6.97% | 6.14% | |||
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