Lifestages KiwiSaver Scheme performance

 

*The performance figures below are after fees and before tax. The Lifestages Capital Stable Portfolio and Lifestages Growth Portfolio are currently closed to new members. The Lifestages Income Fund and Lifestages High Growth Fund were first offered to members on the 14th October, 2015.

Lifestages Capital Stable Portfolio as at 31 August 2017
1 Month3 Months1 Year (p.a.)3 Years (p.a.)

0.74%

1.18%

3.99%

4.10%

 

    Lifestages Growth Portfolio as at 31 August 2017
1 Month3 Months1 Year (p.a.)3 Years (p.a.)

2.24%

2.33%

9.46%

7.54%

                                               

 

Lifestages Income Fund as at 31 August 2017
1 Month3 Months6 Months1 Year (p.a.)

1.53%

0.63%

2.46%

1.67%

 

Lifestages High Growth Fund as at 31 August 2017
1 Month3 Months6 Months1 Year (p.a.)

2.82%

2.80%

 6.25%

 12.73%

 

 

Returns will fluctuate based on the performance of each portfolio's underlying investments. Members should not place undue reliance on short-term investment returns.