{
  "schemaVersion": "1.0",
  "canonicalUrl": "https://managedfunds.nz/funds/lifetime/growth/",
  "fetchedAt": "2026-05-22T05:19:08.612Z",
  "fund": {
    "slug": "growth",
    "name": "Lifetime Growth Fund",
    "managerSlug": "lifetime",
    "category": "diversified",
    "riskProfile": "growth",
    "isPie": true,
    "isEtf": null,
    "ticker": null,
    "isHedged": null,
    "isResponsibleInvestment": null,
    "isThematic": null,
    "isFifNotPie": null,
    "shortDescription": null,
    "availableVia": [
      "direct"
    ],
    "dataStatus": "pending-ingestion"
  },
  "manager": {
    "slug": "lifetime",
    "name": "Lifetime",
    "legalName": "Lifetime Asset Management Limited",
    "parent": null,
    "website": "https://lifetimeincome.co.nz",
    "hq": "Wellington"
  },
  "category": {
    "slug": "diversified",
    "name": "Diversified Funds",
    "shortName": "Diversified"
  },
  "metrics": {
    "status": "ok",
    "matchScore": 3.25,
    "sortedFundName": "LIFETIME GROWTH FUND",
    "sortedManager": "LIFETIME ASSET MANAGEMENT LIMITED lifetimeincome.co.nz",
    "sortedUrl": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13081/OFR13082/FND51097/",
    "fetchedAt": "2026-05-22T03:06:30.350Z",
    "source_doc": "sorted/SCH13081/OFR13082/FND51097",
    "source_doc_date": "2026-05-22",
    "source_doc_url": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13081/OFR13082/FND51097/",
    "source_tier": "C",
    "riskIndicator": 4,
    "annualFundChargePct": 0.99,
    "peerAvgFeePct": 1.29,
    "fiveYearReturnPct": null,
    "peerAvg5YearReturnPct": 4.31,
    "fiveYearReturnNote": "Less than 5 years of data",
    "growthAssetsPct": 78.48,
    "incomeAssetsPct": 21.52,
    "fundSizeNzd": 3259955,
    "pdsUrl": "/disclose-document/mdo853de048693ebcdbd1299be3f462e9e2/Lifetime-Retirement-Funds-PDS---9-March-2026.pdf",
    "strategySummary": "“\n                            Invests mainly in growth assets with some exposure to income assets. Expected to experience high volatility.\n                            ”",
    "topHoldings": [
      {
        "asset": "Smart Wholesale Global Equity ESG Fund Unhedged",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "NZ",
        "weightPct": 22.49
      },
      {
        "asset": "Smart Wholesale Global Equity ESG Fund Hedged",
        "assetClass": "Shares",
        "type": "International Equities",
        "country": "NZ",
        "weightPct": 21.79
      },
      {
        "asset": "Simplicity NZ Share Fund",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 14
      },
      {
        "asset": "Cash at Bank",
        "assetClass": "Cash",
        "type": "Cash and Cash Equivalents",
        "country": "NZ",
        "weightPct": 9.2
      },
      {
        "asset": "Smart Wholesale Australian Equity ESG Fund Unhedged",
        "assetClass": "Shares",
        "type": "Australasian Equities",
        "country": "NZ",
        "weightPct": 6.12
      },
      {
        "asset": "Fisher Institutional New Zealand Fixed Interest Fund",
        "assetClass": "Bonds",
        "type": "New Zealand Fixed Interest",
        "country": "NZ",
        "weightPct": 5.91
      },
      {
        "asset": "Kernel NZ Commercial Property Fund",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 5.86
      },
      {
        "asset": "Kernel Global Infrastructure (NZD Hedged) Fund",
        "assetClass": "Other",
        "type": "Other",
        "country": "NZ",
        "weightPct": 4.94
      },
      {
        "asset": "Kernel Global Property (NZD Hedged) Fund",
        "assetClass": "Property",
        "type": "Listed Property",
        "country": "NZ",
        "weightPct": 4.64
      },
      {
        "asset": "Smart Wholesale Global Credit Fund",
        "assetClass": "Bonds",
        "type": "International Fixed Interest",
        "country": "NZ",
        "weightPct": 2.94
      }
    ],
    "fundStartDate": "22 October 2024",
    "minimumInvestmentNzd": 1000,
    "documents": [
      {
        "label": "LIFETIME GROWTH FUND (FND51097) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.28 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/full-portfolio/FND51097/LIFETIME-GROWTH-FUND-FND51097-Full-portfolio-holdings-31-March-2026.xlsx"
      },
      {
        "label": "Lifetime Retirement Funds PDS 9 March 2026.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 1.20 MB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo853de048693ebcdbd1299be3f462e9e2/Lifetime-Retirement-Funds-PDS---9-March-2026.pdf"
      },
      {
        "label": "LRF Growth Fund Fund Update 31 March 2026.pdf The quarterly update published by the provider PDF, 526.93 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/aaadb91a4c0fa094/LRF-Growth-Fund--Fund-Update--31-March-2026.pdf"
      },
      {
        "label": "LRF Other Material Information 28 November 2025.pdf Other Material Information PDF, 371.67 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo21d3ced06fd04e6f4080797baad5237c/LRF-Other-Material-Information-28-November-2025.pdf"
      },
      {
        "label": "Lifetime Retirement Funds SIPO 09 March 2026.pdf Statement of investment policy and objectives PDF, 466.59 KB",
        "href": "https://smartinvestor.sorted.org.nz/disclose-document/mdo314b0b46d5eb22bfe03a9194f8cc2975/Lifetime-Retirement-Funds-SIPO---09-March-2026.pdf"
      }
    ]
  },
  "sources": {
    "fmaDisclose": "https://disclose-register.companiesoffice.govt.nz/search?searchType=ALL&q=Lifetime%20Growth%20Fund",
    "sortedSmartInvestor": "https://smartinvestor.sorted.org.nz/kiwisaver-and-managed-funds/SCH13081/OFR13082/FND51097/",
    "productDisclosureStatement": "/disclose-document/mdo853de048693ebcdbd1299be3f462e9e2/Lifetime-Retirement-Funds-PDS---9-March-2026.pdf"
  },
  "licence": {
    "reuse": "Citation with link-back to canonicalUrl required. No paid redistribution.",
    "contact": "hello@managedfunds.nz"
  }
}