Fund Updates

Lifetime Retirement Income Fund (Open)

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

 

2025

June

March


Lifetime Invest Funds (Open)


Lifetime Income Fund (Closed)

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

2021

June

March

 

2020

December

September

June

March

 

2019

December (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

June

March

 

2018

December

September

 


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.