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%
-
-