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5/11/2024

Home Companies Lifestages KiwiSaver

Lifestages KiwiSaver - LIFESTAGES AUTO OPTION AGE 35 - 44

Financial Services Company

last updated on 2023-12-12 12:33:15

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Overview

Rating

Fund name

LIFESTAGES AUTO OPTION AGE 35 - 44

Membership fee per annum

$24

Fund performance 5 year

3.32%

Number of members

1231

Date fund started

2015-10-14

Fund type

Growth

Estimated annual fees

1.02%

NZ invested Assets

26.75%

Total value of fund

$26 968 793

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

4.6%

Growth Assets

78.4%

Bonds

17%

Investments

Investments

This life cycle investment stage invests 80% in the Lifestages High Growth Fund and 20% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 35-44.

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