This life cycle investment stage invests 25% in the Lifestages High Growth Fund and 75% in the Lifestages Income Fund, which is regarded as providing appropriate levels of risk and return for a person aged 65+.
*Other includes infrastructure assets.
As at December 31, 2021
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Funds Administration New Zealand Limited (FANZ), a wholly owned subsidiary of SBS Bank, is the issuer and manager of the Lifestages KiwiSaver Scheme and Lifestages Investment Funds (collectively the Funds). Investments in the Funds do not represent deposits or other liabilities of FANZ or SBS Bank, and are subject to investment risk. The investment risk includes possible delays in repayment and loss of income or contributions invested. The principal and returns of the Funds are not guaranteed or secured in any way by FANZ, SBS Bank or any other person. For more information see theLifestages KiwiSaver Scheme Product Disclosure Statement or the Lifestages Investment Funds Product Disclosure Statement available from this website and the register of offers of financial products at www.disclose-register.companiesoffice.govt.nz
Before investing, we recommend you obtain personalised financial advice. Past performance is not an indicator for future returns.