Financial Services Company
last updated on 2023-12-12 12:33:12
| Rating | |
| Fund name |
SUPERLIFE AGE STEPS - AGE 40 |
| Membership fee per annum |
$30 |
| Fund performance 5 year |
4.61% |
| Number of members |
1394 |
| Date fund started |
2013-09-15 |
| Fund type |
Growth |
| Estimated annual fees |
0.62% |
| NZ invested Assets |
27.66% |
| Total value of fund |
$10 233 636 |
| Data last updated |
2024-02-22 21:10:31 |
| Cash |
4.6% |
| Growth Assets |
79.2% |
| Bonds |
16.2% |
| 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 40 investment will be allocated 20.8% to income assets and 79.2% to growth assets. |
