Lifetime NZ Bond Fund, & Lifetime Income Fund

Lifetime NZ Bond Fund, & Lifetime Income Fund

   

The Lifetime NZ Bond Fund, and the Lifetime Income Fund are single sector funds that provide exposure to NZ Fixed Interest. They do this by investing 100% in income assets (NZ Fixed Interest). These funds seek to track the Bloomberg NZ Bond Composite 0+ Yr Index. They do this through investing 100% into the Fisher Institutional New Zealand Bond 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
NZ Fixed Interest	Fisher	Fisher	Fisher Institutional New Zealand Bond Fund	100%

 

 

The ‘AMP NZ Fixed Interest Fund’ and the 'AMP Select Income Fund' were renamed the ‘Lifetime NZ Bond Fund’ and the 'Lifetime Income Fund' respectively when Lifetime Asset Management acquired the Scheme on 30 September 2023.