Performance & Fees
Investment Performance
28 February 2025 Performance
| Lifetime Retirement Income Fund Returns | 1-Month | 3-Month | 6-Month | 1-Year | 2-Year* |
| After fees and after tax at 28% | -0.49% |
0.35% |
3.19% |
8.51% |
9.76% |
| After fees but before tax | -0.37% |
0.47% |
3.44% |
9.14% |
10.05% |
*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.
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Postal Address
PO Box 10760, Wellington, 6140
Physical Address
Level 3, 120 Featherston St, Wellington Central, Wellington 6011
Lifetime Asset Management Limited is the Issuer and Manager of the Lifetime Retirement Funds.
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