Financial Services Company
last updated on 2023-12-12 12:33:15
| Rating | |
| Fund name |
LIFESTAGES AUTO OPTION AGE 55 - 64 |
| Membership fee per annum |
$24 |
| Fund performance 5 year |
1.39% |
| Number of members |
869 |
| Date fund started |
2015-10-14 |
| Fund type |
No data |
| Estimated annual fees |
0.92% |
| NZ invested Assets |
25.63% |
| Total value of fund |
$28 170 699 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
9.8% |
| Growth Assets |
39.2% |
| Bonds |
51% |
| Investments |
This life cycle investment stage invests 40% in the Lifestages High Growth Fund and 60% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 55-64. |
