KiwiSaver Unit Prices
At SBS Financial Advisers we will keep you up to date with the latest unit prices available.
| FANZ Lifestages Product | Sell Price | Date |
| Lifestages Mortgage Portfolio | $1.0082 | 1 July 2009 |
| Lifestages World Equity Portfolio | $1.0844 | 1 July 2009 |
| Lifestages Australasian Equity Portfolio | $1.1584 | 1 July 2009 |
| Lifestages Income Portfolio | $1.2880 | 1 July 2009 |
| Lifestages Capital Stable | $2.0386 | 1 July 2009 |
| Lifestages KiwiSaver | $2.0397 | 1 July 2009 |
Latest Performance Data
With the Lifestages Funds you can keep track of how your investments are going by way of our Lifestages Reviews.
Fund |
1 mTHS |
3 Months |
1 Year (p.a) |
2 Year (p.a) |
|
Lifestages Mortgage Distributing Portfolio (Gross Rate p.a.) |
0.28% |
1.00% |
6.94% |
||
|
0.80% |
0.98% |
3.81% |
||
|
10.11% |
-4.93% |
-23.00% |
||
|
3.07% |
0.78% |
-12.58% |
||
|
1.49% |
-0.04% |
1.10% |
||
|
1.43% |
-0.20% |
1.12% |
||
* This was previously the Lifestages Non-Distributing Portfolio
Fund |
3 mTHS |
6 Months |
1 YEAR (p.A) |
2 Year (p.a) |
|
Lifestages Mortgage Distributing Portfolio (Gross Rate)* |
8.27% |
7.84% |
7.69% |
7.71% |
|
|
8.02% |
7.68% |
7.51% |
7.53% |
|
|
0.58% |
5.00% |
7.10% |
10.06% |
|
|
4.14% |
6.29% |
15.27% |
12.38% |
|
|
0.76% |
2.84% |
5.36% |
5.26% |
|
* Mortgage Trust is calculated as a Gross p.a.rate for 1, 3, and 6 months |
** Fund performances are Net of Tax but from 1 October 2007 no tax is provided for due to the transition to the Portfolio Investment Entity (PIE) regime. |
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Graham Duston 'We're proud to be a New Zealand owned, look-you-in-the-eye type of organisation.'
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| Freephone 0800 502 442 |  |