Fund performance 5 year
8.2%
Fund type
Growth
NZ invested Assets
38.3%
Estimated annual fees
1.2%
Fund performance 5 year
5.86%
Fund type
Aggressive
NZ invested Assets
30.46%
Estimated annual fees
1.3%
Fund performance 5 year
5.37%
Fund type
Growth
NZ invested Assets
29.56%
Estimated annual fees
1.28%
Fund performance 5 year
5.11%
Fund type
Growth
NZ invested Assets
28.66%
Estimated annual fees
1.25%
Fund performance 5 year
4.46%
Fund type
Balanced
NZ invested Assets
27.79%
Estimated annual fees
1.21%
Fund performance 5 year
4.24%
Fund type
Balanced
NZ invested Assets
23.76%
Estimated annual fees
0.97%
Fund performance 5 year
4.09%
Fund type
Balanced
NZ invested Assets
26.38%
Estimated annual fees
1.16%
Fund performance 5 year
4%
Fund type
Growth
NZ invested Assets
38.97%
Estimated annual fees
1.37%
Fund performance 5 year
3.21%
Fund type
No data
NZ invested Assets
26.03%
Estimated annual fees
1.11%
| Cash | 0.00 |
| Bonds | 40% |
| Growth Assets | 60% |
| Investments | To produce returns in excess of inflation by investing with a higher allocation to growth assets than income assets. |
| Fund name | RUSSELL LIFEPOINTS® BALANCED FUND |
| Fund type | Balanced |
| Membership fee per annum | $40 |
| Estimated annual fees | 1.21% |
| Fund performance 5 year | 4.46% |
| NZ invested Assets | 27.79% |
| Number of members | 12058 |
| Total value of fund | $235 968 376 |
| Date fund started | 2007-09-30 |
| Data last updated | 2024-02-22 21:10:31 |
