Asset Allocation
The Lifestages KiwiSaver Scheme offers two investment portfolios with a range of various bench marks or allocations to different asset classes (i.e. Fixed Interest, Equities). You can choose one of these portfolios or blend them together to get the right asset allocation that will suit your needs and goals.
Lifestages Portfolio Options
Investors can have Balanced Portfolio by choosing a 50/50 split of the Portfolios. Investors may also elect a different mix of the Portfolios should they elect to do this.
*It is the Manager’s intention for the assets of the Scheme to continue to be invested in accordance with these guidelines, however these may change in the future.