InvestNow
InvestNow Foundation Srs Grwth
GrowthGrowth5yr Return
8.7%
3yr Return
14.5%
1yr Return
10.6%
3m Return
2.50%
Total Fee
0.38%
Fund Size
$41.4M
Asset Allocation
equities
80.77%
bonds
15.75%
cash
2.22%
Top Holdings
The fund's largest investments
Vanguard ESG US Stock ETF
Harbour Sustainable NZ Shares Fund
Vanguard ESG INTL Stock ETF
iShares Global Aggregate Bond ESG SRI UCITS ETF
Mercer Macquarie NZ Fixed Interest Fund
Mercer Macquarie NZ Cash Fund
Cash at Bank (BNZ)
Historical Returns
3 Month
2.50%
1 Year
10.6%
3 Year
14.5%
annualised
5 Year
8.7%
annualised
10 Year
—%
Since Inception
—%
annualised
Fees
Management Fee0.38%
Total Annual Fee0.38%
Category Rankings
Ranked within Growth funds
3 Month#6
1 Year#15
3 Year#6
5 Year#3
Risk Level
5/ 7
Medium-High
Fund Managers
Mike Heath
Anthony Sowerby
Jason Choy
Kimi David
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