Latest news
Investment performance
Unit prices
'Focus' newsletter

Unit Price/Fund Details
Fund name Fidelity Life NZ/Australian Shares Portfolio.
Permitted investments New Zealand & Australian share investments (including underwriting issues, derivatives and securities convertible into NZ & Australia shares), and cash.
Risk Profile The NZ/Australian Shares Portfolio has a high risk profile. The major risk is a fall in the stock markets.
Objectives To aim to provide consistent above-average New Zealand & Australian equity performance over the medium to long term.

Benchmarks:

3% above the NZX 50 Index Gross Index, and top quartile ranking in its Morningstar sector rankings over 3 years
Recommended term At least 10 years.
Unit price $4.2757
As at 17 May 2013
Performance As at 01 May 2013
Past Performance is not necessarily an indicator of future performance. Returns assume funds invested at the beginning of the period, with no subsequent contributions or withdrawls. The returns shown are net of investment management fees, fund management fees, performance fees paid to external fund managers (if applicable), expenses and tax. The returns shown do not allow for charges for administration to individual accounts (initial charges, service fees, withdrawl charges, switching fees or withdrawl fees).
1 mth 3 mth 6 mth 1 yr 3 yr 5 yr
0.29% 3.36% 11.69% 17.22% 4.16% 3.06%
  Back to unit prices
 
  Copyright © 2013 Fidelity Life Assurance Company Limited

While Fidelity Life Assurance Company Limited (“Fidelity Life”) believes the information contained within this Website is accurate at the time of compilation, neither Fidelity Life nor any company or person associated with this Website takes any responsibility for any incorrect or outdated information contained herein. In preparing this Website, the author has not taken any individual investor’s personal circumstances into account and this Website should not be relied upon as the basis for an investment decision. The information provided in this Website is general in nature and is not a substitute for financial or other professional advice. Fidelity Life recommends that you consult your financial adviser before making any investment decisions. An Investment Statement is available free of charge from your financial adviser or from Fidelity Life.