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24/11/2024

Lifestages KiwiSaver - LIFESTAGES AUTO OPTION AGE 55 - 64

Financial Services Company

last updated on 2023-12-12 12:33:15

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Overview

Rating

Fund name

LIFESTAGES AUTO OPTION AGE 55 - 64

Membership fee per annum

$24

Fund performance 5 year

1.39%

Number of members

869

Date fund started

2015-10-14

Fund type

No data

Estimated annual fees

0.92%

NZ invested Assets

25.63%

Total value of fund

$28 170 699

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

9.8%

Growth Assets

39.2%

Bonds

51%

Investments

Investments

This life cycle investment stage invests 40% in the Lifestages High Growth Fund and 60% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 55-64.