Our Investment Approach

Lifetime’s investment team determines each fund’s investment strategy, objectives and policy and sets the target asset allocations accordingly. We then select one or more underlying funds and underlying fund managers to provide each fund’s required asset exposure.

Current underlying investment managers are as follows:

Cash & Cash Equivalents

 

Fisher Funds Management Limited

New Zealand Fixed Interest

Fisher Funds Management Limited

International Fixed Interest

UBS Asset Management (Australia) Ltd*

New Zealand Equities

Simplicity NZ Limited

Australian Equities

 

Macquarie Investment Management Global Limited*

International Equities

 

Legal & General Investment Management Limited*

Listed Property

Kernel Wealth Limited

Listed International Infrastructure

Kernel Wealth Limited

Unlisted Residential Property

Lifetime Asset Management Limited

 

* Mercer (N.Z.) Limited is the licenced manager of these underlying funds. They have appointed these external investment managers.

 

For more information on our fund offerings and investment approach please see our:

Find the latest performance of our fund offerings: Click Here 

Have a question?

 

We would love to hear from you.

 

 

Postal Address

PO Box 10760, Wellington, 6140

Physical Address

Level 3, 120 Featherston St, Wellington Central, Wellington 6011