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10/05/2024

Aon - RUSSELL LIFEPOINTS® TARGET DATE 2055 FUND

Insurance Company

last updated on 2023-12-12 12:32:50

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Overview

Rating

Fund name

RUSSELL LIFEPOINTS® TARGET DATE 2055 FUND

Membership fee per annum

$40

Fund performance 5 year

5.86%

Number of members

100

Date fund started

2016-02-19

Fund type

Aggressive

Estimated annual fees

1.3%

NZ invested Assets

30.46%

Total value of fund

$1 616 810

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

0.00

Growth Assets

81%

Bonds

19%

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 2055.