Fund Updates

Lifetime Retirement Income Fund (Open)

Please find the latest Quarterly Fund Updates for the Lifetime Retirement Income Fund below.

 

December 2023

 

September 2023

 

June 2023

 

March 2023

 

December 2022

 

September 2022

 

June 2022

 

March 2022

 

December 2021 

 

September 2021

 

June 2021

 

March 2021

 

 

Lifetime Income Fund (Closed)

Please find the latest Quarterly Fund Updates for the Lifetime Income Fund below.

June 2021

 

March 2021

 

December 2020

 

September 2020


June 2020

 

March 2020

 

December 2019 (Ammended)

This fund update replaces the fund update for the quarter ending 31 December 2019, which was made publicly available on 31 January 2019. Please find the previous version here.

 

September 2019

 

June 2019

 

March 2019

 

December 2018

 

September 2018

 

Previous Fund Updates can be obtained on the offer register at disclose-register.companiesoffice.govt.nz (click 'search offers', search for 'Lifetime Income Fund' and click 'investment options') or by contacting us.