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22/11/2024

Aon - RUSSELL LIFEPOINTS® TARGET DATE 2025 FUND

Insurance Company

last updated on 2023-12-12 12:32:48

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Overview

Rating

Fund name

RUSSELL LIFEPOINTS® TARGET DATE 2025 FUND

Membership fee per annum

$40

Fund performance 5 year

2.8%

Number of members

459

Date fund started

2007-09-30

Fund type

No data

Estimated annual fees

1.08%

NZ invested Assets

24.57%

Total value of fund

$18 431 563

Data last updated

2024-02-22 21:10:31

Fund investment mix

Cash

0.00

Growth Assets

28%

Bonds

72%

Investments

Investments

To produce returns that provide capital growth and income consistent with its current asset allocation. The allocation to income assets increases progressively until it reaches 80% in 2025.