Disclosure Documents

Lifetime Master Trust - Disclosure Documents

Welcome to the Disclosure Documents page.

We understand that making important decisions about investments, products, and services can be a difficult task.

Here, you will find important information relating to the Lifetime Master Trust which will enable you to make informed decisions about your investments.

Disclosure Documents

Product Disclosure Statement

Statement of Investment Policy

Other Material Information

Fund Updates 2025

March 2025 Lifetime Cash Fund

March 2025 Lifetime Conservative Fund

March 2025 Lifetime Balanced Fund

March 2025 Lifetime Growth Fund

March 2025 Lifetime Active Growth Fund

March 2025 Lifetime NZ Bond Fund

March 2025 Lifetime Australasian Shares Fund

March 2025 Lifetime Overseas Bond Fund

March 2025 Lifetime Overseas Shares Fund

March 2025 Lifetime Property Fund

March 2025 Lifetime Target Date 2025 Fund

March 2025 Lifetime Target Date 2035 Fund

March 2025 Lifetime Target Date 2045 Fund

Fund Updates 2024

March 2024 Lifetime Cash Fund

March 2024 Lifetime Conservative Fund

March 2024 Lifetime Balanced Fund

March 2024 Lifetime Growth Fund

March 2024 Lifetime Active Growth Fund

March 2024 Lifetime NZ Bond Fund

March 2024 Lifetime Australasian Shares Fund

March 2024 Lifetime Overseas Bond Fund

March 2024 Lifetime Overseas Shares Fund

March 2024 Lifetime Property Fund

March 2024 Lifetime Target Date 2025 Fund

March 2024 Lifetime Target Date 2035 Fund

March 2024 Lifetime Target Date 2045 Fund

Previous Fund Updates

Fund updates for previous periods can be obtained from the Disclose Register (click "Search for an offer" and then search for "Lifetime Master Trust")."