Financial Services Company
last updated on 2023-12-12 12:33:15
| Rating | |
| Fund name |
LIFESTAGES AUTO OPTION AGE 45 - 54 |
| Membership fee per annum |
$24 |
| Fund performance 5 year |
2.38% |
| Number of members |
1177 |
| Date fund started |
2015-10-14 |
| Fund type |
Balanced |
| Estimated annual fees |
0.97% |
| NZ invested Assets |
26.19% |
| Total value of fund |
$35 371 021 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
7.2% |
| Growth Assets |
58.8% |
| Bonds |
34% |
| Investments |
This life cycle investment stage invests 60% in the Lifestages High Growth Fund and 40% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 45-54. |
