Financial Services Company
last updated on 2023-12-12 12:33:47
| Rating | |
| Fund name |
LIFESTAGES AUTO OPTION AGE 60 - 64 |
| Membership fee per annum |
$16 |
| Fund performance 5 year |
3.43% |
| Number of members |
427 |
| Date fund started |
2015-10-14 |
| Fund type |
No data |
| Estimated annual fees |
0.92% |
| NZ invested Assets |
- |
| Total value of fund |
$17 652 773 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
9.8% |
| Growth Assets |
39.2% |
| Bonds |
51% |
| Investments |
This life cycle investment stage invests 40% in the Lifestages High Growth Fund and 60% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 60-64. |
