Financial Services Company
last updated on 2023-12-12 12:33:15
| Rating | |
| Fund name |
LIFESTAGES INCOME FUND |
| Membership fee per annum |
$16 |
| Fund performance 5 year |
0.12% |
| Number of members |
12667 |
| Date fund started |
2015-10-14 |
| Fund type |
No data |
| Estimated annual fees |
0.8% |
| NZ invested Assets |
24.53% |
| Total value of fund |
$232 866 397 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
15% |
| Growth Assets |
0.00 |
| Bonds |
85% |
| Investments |
The fund aims to provide investors with a low-risk investment option that invests predominantly in income producing assets, the majority of these being cash and fixed interest investments. The Fund may also hold high dividend yielding equities and/or listed property and infrastructure investments. |
