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24/11/2024

Home Companies Lifestages KiwiSaver

Lifestages KiwiSaver - LIFESTAGES AUTO OPTION AGE 45 - 54

Financial Services Company

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

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Overview

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

Fund investment mix

Cash

7.2%

Growth Assets

58.8%

Bonds

34%

Investments

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.

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