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.
*Other includes infrastructure assets.
As at 31 March 2019
Funds Administration of New Zealand, SBS Bank Group. Funds Administration New Zealand Limited is the issuer of the Lifestages Investment Funds and the Lifestages KiwiSaver Scheme. The product disclosure statements (PDSs) for both these offers can be found at companiesoffice.govt.nz/disclose