Performance

Lifestages KiwiSaver Scheme performance

 

*The performance figures below are after fees and before tax. The Lifestages Capital Stable Portfolio and Lifestages Growth Portfolio are currently closed to new members. The Lifestages Income Fund and Lifestages High Growth Fund were first offered to members on the 14th October, 2015.

Lifestages Income Fund as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

0.09%

0.81%

1.75%

0.61%

 

    Lifestages High Growth Fund as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

1.77%

5.58%

14.89%

11.86%

 

Lifestages KiwiSaver Auto Option 0 - 34 as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

1.77%

5.58%

14.89%

11.86%

                                              

Lifestages KiwiSaver Auto Option 35 - 44 as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

1.43%

4.62%

11.68%

8.82%

 

Lifestages KiwiSaver Auto Option 45 - 54 as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

1.10%

3.66%

9.01%

6.54%

 

Lifestages KiwiSaver Auto Option 55 - 64 as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

0.76%

2.70%

6.38%

4.30%

 

Lifestages KiwiSaver Auto Option 65+ as at 31 July 2018
1 Month3 Months1 Year (p.a.)2 Years (p.a.)

0.51%

1.99%

4.94%

3.35%

 

*Lifestages Capital Stable Portfolio as at 31 July 2018
1 Month3 Months1 Year (p.a.)3 Years (p.a.)

0.54%

1.86%

5.09%

3.69%

 

*Lifestages Growth Portfolio as at 31 July 2018
1 Month3 Months1 Year (p.a.)3 Years (p.a.)

1.52%

5.82%

 13.66%

 6.81%

 

*Please note that the the Lifestages Capital Stable Portfolio and the Lifestages Growth Portfolio are closed to new members.

Returns will fluctuate based on the performance of each portfolio's underlying investments. Members should not place undue reliance on short-term investment returns.