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
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Postal Address
PO Box 10760, Wellington, 6140
Physical Address
Level 3, 120 Featherston St, Wellington Central, Wellington 6011