Unit Price/Fund Details

Fund name Fidelity Life Aggressive Portfolio.
Summary A high-risk diversified fund invested in international shares, derivatives and fixed interest.
Risk Profile The Aggressive Portfolio has a high risk profile over the long term. The Aggressive Portfolio is leveraged through the use of put and call options. Due to this leverage a relatively small movement in the market price of the underlying investment may result in a disproportionately large profit or loss in the Portfolio.

65% to 100% growth assets.
Objectives To aim to provide above-average performance over the long term for investors who can tolerate the gains and losses associated with global investing that will occur year by year.

Benchmarks:

At least 4% more than 10 years NZ Govt bonds over 7 years.
Top quartile in Morningstar rated Growth funds over 3 years.
Recommended term At least 10 years.
Unit price $3.3404
As at 19 Apr 2017
Performance As at 31 Mar 2017
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).
Month to date 3 mth 6 mth 1 yr 3 yr 5 yr
2.46% 5.82% 5.91% 8.04% 10.18% 9.74%
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