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4/12/2024

Lifestages KiwiSaver - LIFESTAGES AUTO OPTION AGE 55 - 59

Financial Services Company

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

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Overview

Rating

Fund name

LIFESTAGES AUTO OPTION AGE 55 - 59

Membership fee per annum

$16

Fund performance 5 year

5.04%

Number of members

547

Date fund started

2015-10-14

Fund type

Balanced

Estimated annual fees

0.98%

NZ invested Assets

-

Total value of fund

$19 884 239

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

7.2%

Growth Assets

58.8%

Bonds

34%

Investments

Investments

This life cycle investment stage invests 60% in the Lifestages High Growth Fund and 40% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 55-59.