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 |
$1.0150 |
3 September 2008 |
| Lifestages World Equity Portfolio |
$1.3247 |
3 September 2008 |
| Lifestages Australasian Equity Portfolio |
$1.2866 |
3 September 2008 |
| Lifestages Income Portfolio |
$1.3080 |
3 September 2008 |
| Lifestages Capital Stable |
$2.0315 |
3 September 2008 |
| Lifestages KiwiSaver |
$2.0352 |
3 September 2008 |
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.) |
0.71% |
2.11% |
|
|
Lifestages Income Portfolio (Gross of Tax) * |
|
1.68% |
4.00% |
|
|
Lifestages World Equity Portfolio (Gross of Tax) |
|
2.47% |
10.10% |
|
|
Lifestages Australasian Equity Portfolio (Gross of Tax) |
|
2.43% |
6.66% |
|
|
Lifestages Superannuation (Capital Stable Fund) (Gross of Tax) |
|
0.92% |
2.96% |
|
|
Lifestages KiwiSaver Scheme (Gross of Tax) |
|
0.94% |
3.08% |
|
|
* This was previously the Lifestages Non-Distributing Portfolio
|
|
Fund |
3 mTHS |
6 Months |
1 YEAR (p.A)
|
2
Year (p.a) |
Lifestages Mortgage Portfolio (Gross Rate)* |
8.00% |
7.84% |
7.69% |
7.71% |
Lifestages Income Portfolio (Gross Rate) * |
|
7.82% |
7.68% |
7.51% |
7.53% |
Lifestages World Equity Portfolio (Net of Tax) ** |
|
4.47% |
5.00% |
7.10% |
10.06% |
Lifestages Australasian Equity Portfolio (Net of Tax) ** |
|
6.68% |
6.29% |
15.27% |
12.38% |
Lifestages KiwiSaver Scheme (Net of Tax) ** |
|
2.03% |
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. |
|