Performance & Fees

Investment Performance


31 March 2024 Performance

Lifetime Retirement Income Fund Returns  1-Month 3-Month 6-Month 1-Year 2-Year*
After fees and after tax at 28% 1.85% 4.76% 10.57% 11.57% 2.50%
After fees but before tax 2.05% 4.76% 10.85% 11.82% 2.59%

*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.



Fund Updates


Lifetime publishes fund updates on the performance of the Lifetime Retirement Income Fund every quarter. Please read these here.




Fund Fees


Fund Management Fee - 1.35% per annum of your account balance.

The Fund Management Fee is to invest and manage your capital in the Lifetime Retirement Income Fund. Your annual retirement income review is completed at no extra cost.