Fund Updates

Lifetime Retirement Income Fund (Open)

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

December 2024

September 2024

June 2024

March 2024




Lifetime Invest Funds (Open)

Please find the latest Quarterly Fund Updates for the Lifetime Invest Funds below.

 

December 2024 -

Lifetime Conservative Fund

Lifetime Balanced Fund

Lifetime Growth Fund

Lifetime Cash Fund

 

Lifetime Income Fund (Closed)

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

June 2021

March 2021

December 2020

September 2020

June 2020

March 2020

 

December 2019 (Amended)

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 Lifetime Income 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.