×

Lifestages KiwiSaver - LIFESTAGES CAPITAL STABLE PORTFOLIO

Financial Services Company

last updated on 2023-12-12 12:33:16

https://cdn.moneycompare.co.nz/uploads/web/logo/2023/04/11/1/LifeStages-KiwiSaver.png

Overview

Rating

Fund name

LIFESTAGES CAPITAL STABLE PORTFOLIO

Membership fee per annum

$24

Fund performance 5 year

3.77%

Number of members

6095

Date fund started

2007-09-30

Fund type

No data

Estimated annual fees

1.32%

NZ invested Assets

10.12%

Total value of fund

$119 181 156

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

60%

Growth Assets

25%

Bonds

15%

Investments

Investments

The Lifestages Capital Stable Portfolio aims to provide a low risk investment option. It is generally suitable if you want to have a ‘low risk’ investment portfolio which has the majority of its assets invested in cash and fixed interest investments.