×

Aon - RUSSELL LIFEPOINTS® TARGET DATE 2035 FUND

Insurance Company

last updated on 2023-12-12 12:32:48

https://cdn.moneycompare.co.nz/uploads/web/logo/1/5_AWuuaGdMZ0VrmdF9G5EiD-uIOj2HLY.png

Overview

Rating

Fund name

RUSSELL LIFEPOINTS® TARGET DATE 2035 FUND

Membership fee per annum

$40

Fund performance 5 year

4.09%

Number of members

458

Date fund started

2007-09-30

Fund type

Balanced

Estimated annual fees

1.16%

NZ invested Assets

26.38%

Total value of fund

$22 464 024

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

0.00

Growth Assets

48%

Bonds

52%

Investments

Investments

To produce returns that provide capital growth and income consistent with its current asset allocation. The allocation to income assets increases progressively until it reaches 80% in 2035.