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Superlife - SUPERLIFE AGE STEPS - AGE 30

Financial Services Company

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

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Overview

Rating

Fund name

SUPERLIFE AGE STEPS - AGE 30

Membership fee per annum

$30

Fund performance 5 year

4.61%

Number of members

1486

Date fund started

2013-09-15

Fund type

Growth

Estimated annual fees

0.62%

NZ invested Assets

27.66%

Total value of fund

$6 104 211

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

4.6%

Growth Assets

79.2%

Bonds

16.2%

Investments

Investments

SuperLife Age Steps automatically sets the proportion of your investment in income and growth assets based on your age. As you get older, the proportion of your investment in more volatile growth assets will be reduced, lowering the expected size of the ups and downs in the value of your investment. This option may be suitable if you are saving for retirement (assumed to be age 65), and assumes you will continue to invest your savings and spend them over your retirement period. Your SuperLife Age Steps - Age 30 investment will be allocated 20.8% to income assets and 79.2% to growth assets.