Lifetime Cash Fund, & Lifetime NZ Cash Fund

Lifetime Cash Fund, & Lifetime NZ Cash Fund

   

The Lifetime Cash Fund, and the Lifetime NZ Cash Fund are single sector funds that provide exposure to Cash & Cash Equivalents. They are invested 100% in income assets (Cash & Cash Equivalents). The funds seek to track the S&P/NZX Bank Bills 90-Day Index. They do this through investing 100% into the Fisher Institutional New Zealand Cash Fund.

 

Underlying Managers & Target Asset Allocations

The table below sets out the target asset allocation and underlying investment managers for the Fund.

For more information you can access the Funds Statement of Investment Objectives and Policy (SIPO).

 

Asset Class	Underlying Fund Managers	Investment Managers	Product Name	Benchmark Asset Allocation
Cash & Cash Equivalents	Fisher	Fisher	Fisher Institutional New Zealand Cash Fund	100%

 

 

The ‘AMP Select Cash Fund’ and the 'AMP New Zealand Cash Fund' were renamed the ‘Lifetime Cash Fund’ and the 'Lifetime NZ Cash Fund' respectively when Lifetime Asset Management acquired the Scheme on 30 September 2023.