Financial Services Company
last updated on 2023-12-12 12:32:57
| Rating | |
| Fund name |
LIFE CYCLE - AGE 0-54 |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
7.67% |
| Number of members |
13607 |
| Date fund started |
2010-11-01 |
| Fund type |
Aggressive |
| Estimated annual fees |
1.54% |
| NZ invested Assets |
21.04% |
| Total value of fund |
$435 137 244 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
5% |
| Growth Assets |
88% |
| Bonds |
7% |
| Investments |
The objective of Life Cycle is to allocate your investment across the three funds (Strategies) in the Scheme based on your age to ensure your investment is allocated in a manner consistent with your investment timeframe. At age 0-54, your investment will be allocated as follows: 5% to the Income Strategy; 10% to the Inflation Strategy; and 85% to the Growth Strategy. |
