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Fund manager

Lifetime

Lifetime Asset Management Limited

NZ retirement-income specialist with a small range of conservative-through-growth diversified PIE funds.

Funds tracked
5
Headquarters
Wellington
Lifetime websiteRead the Lifetime review →

Peer managers

Other NZ managers in Diversified

Scheme governance

Audit, trustee, history

Diversified Funds

Aggressive, growth, balanced and conservative one-stop funds.

4 funds
Lifetime Conservative Fund
Fee
0.99%
Risk
3/7
PIE · capped at PIR (max 28%)conservative
Lifetime Balanced Fund
Fee
0.99%
Risk
4/7
PIE · capped at PIR (max 28%)balanced
Lifetime Growth Fund
Fee
0.99%
Risk
4/7
PIE · capped at PIR (max 28%)growth
Lifetime Retirement Income Fund
Fee
1.36%
Risk
4/7
PIE · capped at PIR (max 28%)income

Cash and Cash Equivalents

On-call and short-duration cash funds.

1 fund
Lifetime Cash Fund
Fee
0.65%
Risk
2/7
PIE · capped at PIR (max 28%)conservative

Questions about Lifetime

How many managed funds does Lifetime offer in New Zealand?▾

Lifetime runs 5 retail managed funds available to New Zealand investors, across 2 asset classes: Cash and Cash Equivalents, Diversified Funds. Counts are taken from the FMA Disclose register.

What does Lifetime charge?▾

Annual fund charges across Lifetime's 5 funds with published data range from 0.65% to 1.36% per year. The charge is deducted from the fund, not billed separately. Figures come from each fund's Quarterly Fund Update via the FMA Disclose register.

Is Lifetime a licensed fund manager in New Zealand?▾

Lifetime operates in New Zealand as Lifetime Asset Management Limited. Managed investment schemes offered to NZ retail investors must be registered on the FMA Disclose register and operated by a licensed manager with a licensed supervisor. Each fund page links to its Disclose record so the registration can be checked directly.

Are Lifetime's funds PIEs?▾

5 of Lifetime's 5 funds are Portfolio Investment Entities (PIE). A PIE taxes investment income at your Prescribed Investor Rate, capped at 28%, rather than at your marginal income tax rate.

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