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Sbs Wealth KiwiSaver Scheme

LIFESTAGES AUTO OPTION AGE 65+

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Last 5 years average returns

1.99

Annual Fund Fees

0.95

Fees Rating

No rating

ESG Rating

No rating

Returns Rating

No rating

Overall Rating

No rating

Asset allocation Graph

How this fund invests your money
29.4%
59.5%
11.1%
29.4%
59.5%
11.1%

Other information

Number of members
289
Date started
2015-10-14
Total Value of fund
10,034,134.00

More information can be found in the

Performance comparison

Sarah is 42 years old and like many Kiwis her age, could be in a Growth fund (unless they are planning to use the funds to buy a first home).

We’ve compared what difference it would make for Sarah, had she been in this fund vs a Growth Fund.

Sarah’s KiwiSaver balance five years ago

$20,000

Note: We may not be comparing the same ‘type’ of fund below. We have compared the current fund you have selected to the average of Growth Funds, to give you an indication of the difference it would make to the KiwiSaver balance.

picture of sarah

LIFESTAGES AUTO OPTION AGE 65+

Average of Growth Funds
KiwiSaver Balance Today
22,070.79
$ 29,701.00
Annual Fund Fees
0.95
1.01%
Asset allocation
How this fund invests your money
29.4%
59.5%
11.1%

80% Growth Assets

16% Income Assets

4% Cash

LIFESTAGES AUTO OPTION AGE 65+ (LS) vs Average of Growth
KiwiSaver Balance Today
LS
22,070.79
AVG
$25,800
Annual Fund Fees
LS
0.95
AVG
1.01%
Asset allocation
How this fund invests your money

17.5% Growth Assets

61.5% Income Assets

21% Cash

80% Growth Assets

16% Income Assets

4% Cash

Should I just move to the fund that has better performance?

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There are other factors than just performance. You need a fund that is suitable for your current circumstances and goals.

Find out more by watching the short video below…

So why do our clients use us for KiwiSaver Advice?

Detailed Research:
Just checking the past performance and fees is NOT enough.

Answers:
How do I know my money is safe? What risks are being taken?

Monitoring:
We’re constantly monitoring the KiwiSaver landscape.

Expertise:
Our team specialise in Investment and KiwiSaver research.

Gift of Time:
We do the hard work, so you can focus on life.

The right KiwiSaver fund will make a big difference
to your KiwiSaver payout.

Taking a few minutes to submit our KiwiSaver HealthCheck may be the most important thing you can do for your KiwiSaver account right now.

Join the more than 10,000 Kiwis who have started their journey to financial security.

Begin your personalised KiwiSaver HealthCheck by choosing from the options below.

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I want to use KiwiSaver for my Retirement
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I want to use KiwiSaver to buy my First Home.
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I'm already retired

Your information is 100% safe and secure. We will never sell your information and only use it to provide you with our services as per our Privacy Policy.

IMPORTANT

This page does not contain financial advice, only information. If you want personal financial advice on which KiwiSaver fund suits you, please submit the KiwiSaver HealthCheck. Past performance is not necessarily indicative of future performance. Click here for an explanation of the calculations and sources used for the data on this page. Data is current as of the quarter that ended December 2023. 

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