A Proven Investment Track Record
The Lifestages Capital Stable Portfolio has, since its inception in July 2007, operated with the same investment process and asset allocation as the Lifestages Superannuation Scheme. This Scheme has had a strong record of maintaining capital irrespective of market ups and downs since it began in 1992 and is most suitable for investors who are seeking competitive returns over the long term but without capital volatility. When one considers that the period since inception covered the September 11 terrorism attacks, the dot-com crash and the “Credit Crunch,” this provides a good indication of how that portfolio fared in extreme markets (although it is not indication of how it would perform in extreme markets in the future).
Performance Chart
If you want to see what the current prices and latest performance of the Lifestages KiwiSaver Scheme is please click on this link for the latest performance data.