Investment Performance
Lifetime Retirement Income Fund
31 January 2025 Performance
Lifetime Retirement Income Fund Returns | 1-Month | 3-Month | 6-Month | 1-Year | 2-Year* |
After fees and after tax at 28% | 1.13% |
3.43% |
4.73% |
11.28% |
9.37% |
After fees but before tax | 1.14% |
3.48% |
4.79% |
11.64% |
9.61% |
*Returns longer than 1-year are annualised.
Disclaimer: Past performance is not an indicator of future performance. Neither Lifetime Asset Management Ltd nor any of its related companies accepts any liability for any loss or damage arising directly or indirectly out of the use of, or reliance on, the information provided.
Lifetime Invest Fund Performance
Lifetime Cash Fund
This Fund was established on 22 October 2024. As a result, performance data for the Fund is currently limited.
31 January 2025 Performance
Lifetime Cash Fund Returns | 1-Month | 3-Month | 6-Month | 1-Year | 2-Year |
After fees and after tax at 28% | 0.25% |
0.80% |
- |
- |
- |
After fees but before tax | 0.35% |
1.11% |
- |
- |
Lifetime Conservative Fund
This Fund was established on 22 October 2024. As a result, performance data for the Fund is currently limited.
31 January 2025 Performance
Lifetime Conservative Fund Returns | 1-Month | 3-Month | 6-Month | 1-Year | 2-Year |
After fees and after tax at 28% | 0.54% |
1.45% |
- |
- |
- |
After fees but before tax | 0.54% | 1.60% |
- |
- |
Lifetime Balanced Fund
This Fund was established on 22 October 2024. As a result, performance data for the Fund is currently limited.
31 January 2025 Performance
Lifetime Balanced Fund Returns | 1-Month | 3-Month | 6-Month | 1-Year | 2-Year |
After fees and after tax at 28% | 1.17% |
3.86% |
- |
- |
- |
After fees but before tax | 1.23% |
4.06% |
- |
- |
Lifetime Growth Fund
This Fund was established on 22 October 2024. As a result, performance data for the Fund is currently limited.
31 January 2025 Performance
Lifetime Growth Fund Returns | 1-Month | 3-Month | 6-Month | 1-Year | 2-Year |
After fees and after tax at 28% | 1.60% |
4.96% |
- |
- |
- |
After fees but before tax | 1.67% |
5.09% |
- |
- |