Lifetime Overseas Bond Fund, & Lifetime Overseas Bond Fund No.2

Lifetime Overseas Bond Fund, & Lifetime Overseas Bond Fund No.2

   

The Lifetime Overseas Bond Fund, and the Lifetime Overseas Bond Fund No.2 are single sector funds that provide exposure to International Fixed Interest. They are invested 100% in income assets (International Fixed Interest). These funds seek to track the Bloomberg MSCI Global Aggregate SRI Select ex-Fossil Fuels Index, 100% hedged to NZD. They do this through investing 100% into the Mercer Ethical Leaders Hedged Global Fixed Interest Fund.

 

Underlying Managers & Target Asset Allocations

The table below sets out the target asset allocation and underlying investment managers for the Fund.

For more information you can access the Funds Statement of Investment Objectives and Policy (SIPO).

 

Asset Class	Underlying Fund Managers	Investment Managers	Product Name	Benchmark Asset Allocation
International Fixed Interest	Mercer	UBS	Mercer Ethical Leaders Hedged Global Fixed Interest Fund	100%

 

 

 

The ‘AMP Global Fixed Interest Fund’ and the 'AMP Global Fixed Interest Fund No.2' were renamed the ‘Lifetime Overseas Bond Fund’ and the ‘Lifetime Overseas Bond Fund No.2’ respectively when Lifetime Asset Management acquired the Scheme on 30 September 2023.