Asset allocations

 

Lifestages Income Fund

As of the 1st April 2018, strategic ranges and benchmarks of the Lifestages Income Fund are:

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Lifestages Income Fund
 NZ CashNZ Fixed InterestGlobal Bonds
Percent 15 25 60



Lifestages High Growth Fund

As of the 1st April 2018, strategic ranges and benchmarks of the Lifestages High Growth Fund are:

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Lifestages High Growth Fund
 NZ CashNZ EquitiesAustralian EquitiesGlobal equitiesInfrastructure AssetsListed Property
Percent 2 14 14 58 5 7



 

* The above asset allocations are indicative and are based on the allocations as at 1st April 2018 for the above funds. These may change from time to time at the manager’s discretion. For an up to date benchmark allocation please contact us