Financial Services Company
last updated on 2023-12-12 12:33:15
| Rating | |
| Fund name |
LIFESTAGES AUTO OPTION AGE 35 - 44 |
| Membership fee per annum |
$24 |
| Fund performance 5 year |
3.32% |
| Number of members |
1231 |
| Date fund started |
2015-10-14 |
| Fund type |
Growth |
| Estimated annual fees |
1.02% |
| NZ invested Assets |
26.75% |
| Total value of fund |
$26 968 793 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
4.6% |
| Growth Assets |
78.4% |
| Bonds |
17% |
| Investments |
This life cycle investment stage invests 80% in the Lifestages High Growth Fund and 20% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 35-44. |
