Financial Services Company
last updated on 2023-12-12 12:32:57
| Rating | |
| Fund name |
LIFE CYCLE - AGE 75 |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
5.2% |
| Number of members |
28 |
| Date fund started |
2010-11-01 |
| Fund type |
Balanced |
| Estimated annual fees |
1.35% |
| NZ invested Assets |
29.03% |
| Total value of fund |
$2 185 934 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
6% |
| Growth Assets |
53% |
| Bonds |
41% |
| Investments |
The objective of Life Cycle is to allocate your investment across the three funds (Strategies) in the Scheme based on your age to ensure your investment is allocated in a manner consistent with your investment timeframe. At age 75, your investment will be allocated as follows: 35% to the Income Strategy; 34% to the Inflation Strategy; and 31% to the Growth Strategy. |
