Financial Services Company
last updated on 2023-12-12 12:33:32
| Rating | |
| Fund name |
LIFESTAGES AUTO OPTION AGE 65+ |
| Membership fee per annum |
$16 |
| Fund performance 5 year |
2.3% |
| Number of members |
243 |
| Date fund started |
2015-10-14 |
| Fund type |
No data |
| Estimated annual fees |
0.89% |
| NZ invested Assets |
25.23% |
| Total value of fund |
$8 097 448 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
11.04% |
| Growth Assets |
32.54% |
| Bonds |
56.42% |
| Investments |
This life cycle investment stage invests 30% in the Lifestages High Growth Fund and 70% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 65+. |
