Keeping steady on shaky ground (Members of the Britannia Retirement Scheme)
Since early October markets have become more volatile, with good and bad news battling it out. Investing for retirement means you’re in it for the long run – life expectancy for a 65-year-old is around 20 years and that’s a lot of good times, new challenges and unexpected events that need to be funded. One of the key requirements for good long-term investment is diversification, and ensuring all funds are well diversified across geographies, industries and individual companies.
|Fund||Ranking||Peer group - from the MJW (*) Investment Survey|
|Moderate||1st of 8||Moderate KiwiSaver Funds|
|Lifetime Income||2nd of 8 (**)||Moderate KiwiSaver Funds|
|Balanced||3rd of 11||Balanced KiwiSaver Funds|
|Growth||4th of 13||Growth KiwiSaver Funds|
Thank you for trusting Britannia to take care of your retirement savings.
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