Lifetime Overseas Shares Fund, Lifetime International Shares Fund No.2, & Lifetime International Shares Fund No.3

Lifetime Overseas Shares Fund, Lifetime International Shares Fund No.2, & Lifetime International Shares Fund No.3

   

The Lifetime Overseas Shares Fund, Lifetime International Shares Fund No.2, and the Lifetime International Shares Fund No.3, are single sector funds that provides exposure to International Equities. They are invested 100% in growth assets (International Equities). The funds seeks to track the MSCI World Index NR ex NZ, Tobacco, Controversial and Nuclear Weapons, 50% hedged to NZD. It does this through investing 100% into the Mercer Socially Responsible Overseas Shares Index Portfolios (both hedged and unhedged).

 

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 Equities	Mercer	Legal & General	Mercer Socially Responsible Overseas Shares Index Portfolios	50%
International Equities	Mercer	Legal & General	Mercer Socially Responsible Hedged Overseas Shares Index Portfolios	50%