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Lifestages KiwiSaver - LIFESTAGES GROWTH PORTFOLIO

Financial Services Company

last updated on 2023-12-12 12:33:36

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Overview

Rating

Fund name

LIFESTAGES GROWTH PORTFOLIO

Membership fee per annum

$24

Fund performance 5 year

5.32%

Number of members

3546

Date fund started

2010-01-01

Fund type

Aggressive

Estimated annual fees

2.99%

NZ invested Assets

-

Total value of fund

$40 098 024

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

3%

Growth Assets

97%

Bonds

0.00

Investments

Investments

The Lifestages Growth Portfolio aims to provide capital growth over the long term. The majority of the Lifestages Growth Portfolio is invested in shares and as such its return is likely to fluctuate in line with sharemarkets worldwide.