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5/11/2024

Lifestages KiwiSaver - LIFESTAGES AUTO OPTION AGE 65+

Financial Services Company

last updated on 2023-12-12 12:33:32

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Overview

Rating

Fund name

LIFESTAGES AUTO OPTION AGE 65+

Membership fee per annum

$16

Fund performance 5 year

2.3%

Number of members

243

Date fund started

2015-10-14

Fund type

No data

Estimated annual fees

0.89%

NZ invested Assets

25.23%

Total value of fund

$8 097 448

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

11.04%

Growth Assets

32.54%

Bonds

56.42%

Investments

Investments

This life cycle investment stage invests 30% in the Lifestages High Growth Fund and 70% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 65+.