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22/11/2024
Financial Services Company
last updated on 2023-12-12 12:32:57
| Rating | |
| Fund name |
LIFE CYCLE - AGE 65 |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
5.65% |
| Number of members |
171 |
| Date fund started |
2010-11-01 |
| Fund type |
Growth |
| Estimated annual fees |
1.38% |
| NZ invested Assets |
27.72% |
| Total value of fund |
$10 972 678 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6% |
| Growth Assets |
61% |
| Bonds |
33% |
| 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 65, your investment will be allocated as follows: 27% to the Income Strategy; 34% to the Inflation Strategy; and 39% to the Growth Strategy. |
