Lifestages Australasian Equity Portfolio

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a broad spread of New Zealand and Australian equities. The fund offers a multimanager approach to equity investing.

Current unit price

As at 5 May 2021

3.144914

Asset allocation

Current performance

As at 31 March 2021

1-month

2.83%

3-month

-0.09%

1-year p.a.

37.45%

2-year p.a.

10.47%

5-year p.a.

9.82%

Unit pricing history

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 the Lifestages 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.