Fund Updates and Investment Performance
Lifetime is pleased to announce it has taken over responsibility for administration and investment management of the Aon Master Trust (now the Lifetime Master Trust) effective from 1 July 2022.
Investment Performance
Disclaimer:
Past performance is not necessarily an indicator of future performance.
This publication provides general information only and should not be relied upon in making an investment decision.
Investors should seek professional advice which takes into account their personal circumstances before making an investment decision.
Returns disclosed after tax and fees are at the 28% PIR rate.
Investment Performance 2024
2024-09-30 Lifetime Master Trust investment-returns
2024-08-31 Lifetime Master Trust investment-returns
2024-07-31 Lifetime Master Trust investment-returns
2024-06-30 Lifetime Master Trust investment-returns
2024-05-31 Lifetime Master Trust investment-returns
2024-04-30 Lifetime Master Trust investment-returns
2024-03-31 Lifetime Master Trust investment-returns
2024-02-29 Lifetime Master Trust investment-returns
2024-01-31 Lifetime Master Trust investment-returns
Investment Performance 2023
2023-12-31 Lifetime Master Trust investment-returns
2023-11-30 Lifetime Master Trust investment-returns
2023-10-31 Lifetime Master Trust investment-returns
2023-09-30 Lifetime Master Trust investment-returns
2023-08-31 Lifetime Master Trust investment-returns
2023-07-31 Lifetime Master Trust investment-returns
2023-06-30 Lifetime Master Trust investment-returns
2023-05-31 Lifetime Master Trust investment-returns
2023-04-30 Lifetime Master Trust investment-returns
2023-03-31 Lifetime Master Trust investment-returns
Fund Updates
We prepare Fund Updates to assist members in keeping up to date with their Lifetime Master Trust investment. These fund updates provide key information including how the funds have performed, and will help members to compare them with other funds.
Fund Updates 2024
2024-03 Lifetime Conservative Fund
2024-03 Lifetime Balanced Fund
2024-03 Lifetime Active Growth Fund
2024-03 Lifetime Australasian Shares Fund
2024-03 Lifetime Overseas Bond Fund
2024-03 Lifetime Overseas Shares Fund
2024-03 Lifetime Property Fund
2024-03 Lifetime Target Date 2025 Fund
Fund Updates 2023
2023-03 Lifetime Conservative Fund
2023-03 Lifetime Balanced Fund
2023-03 Lifetime Active Growth Fund
2023-03 Lifetime Australasian Shares Fund
2023-03 Lifetime Overseas Bond Fund
2023-03 Lifetime Overseas Shares Fund
2023-03 Lifetime Property Fund
2023-03 Lifetime Target Date 2025 Fund
Fund Updates 2022
2022-03 ANZ Australasian Property Fund
2022-03 ANZ Australasian Shares Fund
2022-03 ANZ Capital Stable Fund
2022-03 ANZ International Bond Fund
2022-03 ANZ International Shares Fund
2022-03 Milford Active Growth Wholesale Fund
2022-03 Nikko Conservative Fund
2022-03 Russell LifePoints® Balanced Fund
2022-03 Russell LifePoints® Conservative Fund
2022-03 Russell LifePoints® Growth Fund
2022-03 Russell LifePoints® Moderate Fund
2022-03 Russell LifePoints® Target Date 2015 Fund
2022-03 Russell LifePoints® Target Date 2025 Fund
Fund Updates 2021
2021-03 ANZ Australasian Property Fund
2021-30 ANZ Australasian Shares Fund
2021-03 ANZ Capital Stable Fund
2021-03 ANZ International Bond Fund
2021-03 ANZ International Shares Fund
2021-03 Milford Active Growth Wholesale Fund
2021-03 Nikko Conservative Fund
2021-03 Russell LifePoints® Balanced Fund
2021-03 Russell LifePoints® Conservative Fund
2021-03 Russell LifePoints® Growth Fund
2021-03 Russell LifePoints® Moderate Fund
2021-03 Russell LifePoints® Target Date 2015 Fund
2021-03 Russell LifePoints® Target Date 2025 Fund
Fund Updates 2020
2020-03 ANZ Australasian Property Fund
2020-30 ANZ Australasian Shares Fund
2020-03 ANZ Capital Stable Fund
2020-03 ANZ International Bond Fund
2020-03 ANZ International Property Fund
2020-03 ANZ International Shares Fund
2020-03 Milford Active Growth Wholesale Fund
2020-03 Nikko Conservative Fund
2020-03 Russell LifePoints® Balanced Fund
2020-03 Russell LifePoints® Conservative Fund
2020-03 Russell LifePoints® Growth Fund
2020-03 Russell LifePoints® Moderate Fund
2020-03 Russell LifePoints® Target Date 2015 Fund
2020-03 Russell LifePoints® Target Date 2025 Fund
Fund Updates 2019
2019-03 ANZ Australasian Property Fund
2019-30 ANZ Australasian Shares Fund
2019-03 ANZ Capital Stable Fund
2019-03 ANZ International Bond Fund
2019-03 ANZ International Property Fund
2019-03 ANZ International Shares Fund
2019-03 Milford Active Growth Wholesale Fund
2019-03 Nikko Conservative Fund
2019-03 Russell LifePoints® Balanced Fund
2019-03 Russell LifePoints® Conservative Fund
2019-03 Russell LifePoints® Growth Fund
2019-03 Russell LifePoints® Moderate Fund
2019-03 Russell LifePoints® Target Date 2015 Fund
2019-03 Russell LifePoints® Target Date 2025 Fund
Fund Updates 2018
2018-03 Milford Active Growth Wholesale Fund
2018-03 Nikko Conservative Fund
2018-03 Russell LifePoints® Balanced Fund
2018-03 Russell LifePoints® Conservative Fund
2018-03 Russell LifePoints® Growth Fund
2018-03 Russell LifePoints® Moderate Fund
2018-03 Russell LifePoints® Target Date 2025 Fund
Fund Updates 2017
2017-03 Milford Active Growth Wholesale Fund
2017-03 Nikko Conservative Fund
2017-03 Russell LifePoints® Balanced Fund
2017-03 Russell LifePoints® Conservative Fund
2017-03 Russell LifePoints® Growth Fund
2017-03 Russell LifePoints® Moderate Fund
2017-03 Russell LifePoints® Target Date 2025 Fund
Annual Reports
2024 Lifetime Master Trust annual report
2023 Lifetime Master Trust annual report
2022 Aon Master Trust annual report
2021 Aon Master Trust annual report
2020 Aon Master Trust annual report
2019 Aon Master Trust annual report
2018 Aon Master Trust annual report
2017 Aon Master Trust annual report
2016 Aon Master Trust annual report
2015 Aon Master Trust annual report
Can't find what you are looking for, please contact our helpdesk by email at lifetime@linkmarketservices.com or by calling 0800 266 268.