Financial Services Company
last updated on 2023-12-12 12:33:47
| Rating | |
| Fund name |
LIFESTAGES AUTO OPTION AGE 55 - 59 |
| Membership fee per annum |
$16 |
| Fund performance 5 year |
5.04% |
| Number of members |
547 |
| Date fund started |
2015-10-14 |
| Fund type |
Balanced |
| Estimated annual fees |
0.98% |
| NZ invested Assets |
- |
| Total value of fund |
$19 884 239 |
| 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 55-59. |
