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22/11/2024

Lifestages KiwiSaver - LIFESTAGES AUTO OPTION AGE 50 - 54

Financial Services Company

last updated on 2023-12-12 12:33:47

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Overview

Rating

Fund name

LIFESTAGES AUTO OPTION AGE 50 - 54

Membership fee per annum

$16

Fund performance 5 year

6.62%

Number of members

626

Date fund started

2015-10-14

Fund type

Growth

Estimated annual fees

1.04%

NZ invested Assets

-

Total value of fund

$24 038 194

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

4.6%

Growth Assets

78.4%

Bonds

17%

Investments

Investments

This life cycle investment stage invests 80% in the Lifestages High Growth Fund and 20% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 50-54.