KiwiSaver Calculator: Compare Schemes, Funds, Fees, Rates

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13.50%

return, since fund started

Kōura Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	TBC
Annual Fee	0.63%
Past Year Return	33.60%
Date Fund Started	23-10-19

Note: this KiwiSaver fund data is based on the period ending 30 April 2021 provided by Koura.

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Sponsored Panel

11.00%

return, since fund started

Kōura Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	TBC
Annual Fee	0.63%
Past Year Return	30.18%
Date Fund Started	23-10-19

Note: this KiwiSaver fund data is based on the period ending 30 April 2021 provided by Koura.

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Sponsored Panel

6.00%

return, since fund started

Kōura Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	TBC
Annual Fee	0.63%
Past Year Return	23.33%
Date Fund Started	23-10-19

Note: this KiwiSaver fund data is based on the period ending 30 April 2021 provided by Koura.

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Sponsored Panel

3.50%

return, since fund started

Kōura Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	TBC
Annual Fee	0.63%
Past Year Return	9.65%
Date Fund Started	23-10-19

Note: this KiwiSaver fund data is based on the period ending 30 April 2021 provided by Koura.

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0.26%

return, since fund started

Milford Kiwisaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$18,642,716
Annual Fee	0.20%
Return since Fund Started	0.26%
Date Fund Started	2020-03-27

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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4.41%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$133,753,493
Annual Fee	0.27%
Return since Fund Started	4.41%
Date Fund Started	2016-09-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.81%

return, since fund started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$760,035,850
Annual Fee	0.27%
Return since Fund Started	1.81%
Date Fund Started	2008-08-12

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.80%

return, since fund started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$18,486,576
Annual Fee	0.28%
Return since Fund Started	1.80%
Date Fund Started	2007-11-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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9.76%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,219,817,915
Annual Fee	0.29%
Return since Fund Started	9.76%
Date Fund Started	2016-09-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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7.32%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$318,518,218
Annual Fee	0.29%
Return since Fund Started	7.32%
Date Fund Started	2016-09-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.73%

return, since fund started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$63,007,367
Annual Fee	0.29%
Return since Fund Started	1.73%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.69%

return, since fund started

Bnz Kiwisaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$235,806,344
Annual Fee	0.30%
Return since Fund Started	1.69%
Date Fund Started	2013-02-11

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.73%

return, since fund started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$498,130,015
Annual Fee	0.35%
Return since Fund Started	1.73%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.64%

return, since fund started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$665,348,358
Annual Fee	0.35%
Return since Fund Started	1.64%
Date Fund Started	2007-10-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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1.70%

return, since fund started

Mercer Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$27,674,204
Annual Fee	0.36%
Return since Fund Started	1.70%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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4.31%

return, since fund started

Default Saver Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$120,157,370
Annual Fee	0.38%
Return since Fund Started	4.31%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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3.81%

return, since fund started

Amp Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,338,463,253
Annual Fee	0.39%
Return since Fund Started	3.81%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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4.21%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$4,118,158,662
Annual Fee	0.40%
Return since Fund Started	4.21%
Date Fund Started	2007-10-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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11.18%

return, since fund started

Juno Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$48,859,071
Annual Fee	0.43%
Return since Fund Started	11.18%
Date Fund Started	2018-08-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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4.63%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,213,446,716
Annual Fee	0.46%
Return since Fund Started	4.63%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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4.28%

return, since fund started

Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$349,216,218
Annual Fee	0.47%
Return since Fund Started	4.28%
Date Fund Started	2014-07-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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19.30%

return, since fund started

Juno Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$347,287,501
Annual Fee	0.47%
Return since Fund Started	19.30%
Date Fund Started	2018-08-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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-0.21%

return, since fund started

Uk Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$523,640
Annual Fee	0.49%
Return since Fund Started	-0.21%
Date Fund Started	2012-03-26

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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5.01%

return, since fund started

Juno Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$15,545,831
Annual Fee	0.49%
Return since Fund Started	5.01%
Date Fund Started	2018-08-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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3.09%

return, since fund started

Bnz Kiwisaver First Home Buyer Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$219,017,662
Annual Fee	0.50%
Return since Fund Started	3.09%
Date Fund Started	2015-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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3.96%

return, since fund started

Bnz Kiwisaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$914,453,470
Annual Fee	0.51%
Return since Fund Started	3.96%
Date Fund Started	2013-02-11

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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2.02%

return, since fund started

Cash

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$299,705,708
Annual Fee	0.52%
Return since Fund Started	2.02%
Date Fund Started	2012-09-12

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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2.09%

return, since fund started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$83,307,381
Annual Fee	0.52%
Return since Fund Started	2.09%
Date Fund Started	2007-10-08

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.50%

return, since fund started

Cash Enhanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$722,324,024
Annual Fee	0.54%
Return since Fund Started	4.50%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.58%

return, since fund started

Overseas Non Government Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$17,164,489
Annual Fee	0.54%
Return since Fund Started	3.58%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.98%

return, since fund started

Nz Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$36,049,677
Annual Fee	0.54%
Return since Fund Started	3.98%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.20%

return, since fund started

Us 500 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$17,848,630
Annual Fee	0.54%
Return since Fund Started	11.20%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.59%

return, since fund started

Superlife Age Steps Age 80

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$6,312
Annual Fee	0.56%
Return since Fund Started	3.59%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.51%

return, since fund started

Superlife Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$149,652,724
Annual Fee	0.56%
Return since Fund Started	3.51%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.44%

return, since fund started

Mercer Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,186,349,065
Annual Fee	0.57%
Return since Fund Started	4.44%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.08%

return, since fund started

Us Small Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,846,248
Annual Fee	0.57%
Return since Fund Started	9.08%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.57%

return, since fund started

Us Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,645,221
Annual Fee	0.57%
Return since Fund Started	8.57%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

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13.84%

return, since fund started

Us Large Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$22,364,198
Annual Fee	0.57%
Return since Fund Started	13.84%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.78%

return, since fund started

Us Large Value Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,640,108
Annual Fee	0.57%
Return since Fund Started	8.78%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.96%

return, since fund started

Superlife Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$25,092,252
Annual Fee	0.57%
Return since Fund Started	4.96%
Date Fund Started	2010-11-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.92%

return, since fund started

Overseas Shares (Currency Hedged) Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$19,589,712
Annual Fee	0.58%
Return since Fund Started	8.92%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.13%

return, since fund started

Total World Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$6,477,599
Annual Fee	0.58%
Return since Fund Started	8.13%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.91%

return, since fund started

Overseas Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$24,372,528
Annual Fee	0.58%
Return since Fund Started	8.91%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.76%

return, since fund started

Global Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$16,124,846
Annual Fee	0.58%
Return since Fund Started	8.76%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.38%

return, since fund started

Superlife Age Steps Age 70

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,444,815
Annual Fee	0.58%
Return since Fund Started	5.38%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.63%

return, since fund started

Australian Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$27,259,893
Annual Fee	0.59%
Return since Fund Started	11.63%
Date Fund Started	2015-01-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

13.45%

return, since fund started

Australian Resources Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$7,164,846
Annual Fee	0.59%
Return since Fund Started	13.45%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.91%

return, since fund started

Australian Financials Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,272,108
Annual Fee	0.59%
Return since Fund Started	2.91%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.51%

return, since fund started

Overseas Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$9,016,425
Annual Fee	0.59%
Return since Fund Started	3.51%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.19%

return, since fund started

Australian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$18,102,355
Annual Fee	0.59%
Return since Fund Started	4.19%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.94%

return, since fund started

Australian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,382,872
Annual Fee	0.59%
Return since Fund Started	5.94%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.81%

return, since fund started

Australian Top 20 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,855,405
Annual Fee	0.59%
Return since Fund Started	5.81%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.00%

return, since fund started

Australian Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,093,392
Annual Fee	0.59%
Return since Fund Started	1.00%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

14.96%

return, since fund started

Nz Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$6,117,236
Annual Fee	0.59%
Return since Fund Started	14.96%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

13.19%

return, since fund started

Nz Top 50 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$58,212,901
Annual Fee	0.59%
Return since Fund Started	13.19%
Date Fund Started	2015-01-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.88%

return, since fund started

Nz Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$29,436,927
Annual Fee	0.59%
Return since Fund Started	11.88%
Date Fund Started	2007-10-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.62%

return, since fund started

Nz Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,653,673
Annual Fee	0.59%
Return since Fund Started	9.62%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

10.47%

return, since fund started

Nz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$10,038,013
Annual Fee	0.59%
Return since Fund Started	10.47%
Date Fund Started	2015-11-11

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.67%

return, since fund started

Asia Pacific Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,095,564
Annual Fee	0.59%
Return since Fund Started	5.67%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.97%

return, since fund started

Europe Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,330,346
Annual Fee	0.59%
Return since Fund Started	2.97%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.92%

return, since fund started

Nz Top 10 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$10,181,453
Annual Fee	0.59%
Return since Fund Started	12.92%
Date Fund Started	2015-09-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.37%

return, since fund started

New Zealand Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$8,800,071
Annual Fee	0.59%
Return since Fund Started	3.37%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.47%

return, since fund started

Amp Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$98,706,131
Annual Fee	0.59%
Return since Fund Started	1.47%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.67%

return, since fund started

Superlife Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$53,832,797
Annual Fee	0.60%
Return since Fund Started	6.67%
Date Fund Started	2009-02-23

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.41%

return, since fund started

Superlife Age Steps Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$18,600,060
Annual Fee	0.60%
Return since Fund Started	6.41%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.41%

return, since fund started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,246,644,817
Annual Fee	0.60%
Return since Fund Started	5.41%
Date Fund Started	2007-10-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.49%

return, since fund started

Superlife Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$33,456,573
Annual Fee	0.61%
Return since Fund Started	7.49%
Date Fund Started	2013-09-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.49%

return, since fund started

Superlife Age Steps Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$18,454,456
Annual Fee	0.61%
Return since Fund Started	7.49%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.74%

return, since fund started

Superlife Age Steps Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$5,156,601
Annual Fee	0.62%
Return since Fund Started	7.74%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.74%

return, since fund started

Superlife Age Steps Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$10,747,851
Annual Fee	0.62%
Return since Fund Started	7.74%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.00%

return, since fund started

Bnz Kiwisaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$622,362,638
Annual Fee	0.62%
Return since Fund Started	7.00%
Date Fund Started	2013-02-11

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.58%

return, since fund started

Bnz Kiwisaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$673,488,857
Annual Fee	0.62%
Return since Fund Started	5.58%
Date Fund Started	2013-02-11

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.83%

return, since fund started

Preservation Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$31,904,600
Annual Fee	0.62%
Return since Fund Started	1.83%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.70%

return, since fund started

Superlife High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$456,831,889
Annual Fee	0.63%
Return since Fund Started	8.70%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.51%

return, since fund started

Superlife Age Steps Age 20

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,853,685
Annual Fee	0.63%
Return since Fund Started	8.51%
Date Fund Started	2013-09-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.68%

return, since fund started

Bnz Kiwisaver Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$982,846,513
Annual Fee	0.63%
Return since Fund Started	8.68%
Date Fund Started	2013-02-11

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.59%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,992,246,156
Annual Fee	0.64%
Return since Fund Started	4.59%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.99%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,475,451,661
Annual Fee	0.65%
Return since Fund Started	6.99%
Date Fund Started	2007-10-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.11%

return, since fund started

Default

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$340,520,772
Annual Fee	0.69%
Return since Fund Started	4.11%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.57%

return, since fund started

Mercer Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$178,702,379
Annual Fee	0.69%
Return since Fund Started	4.57%
Date Fund Started	2015-02-18

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.40%

return, since fund started

Ethica Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$50,239,407
Annual Fee	0.70%
Return since Fund Started	7.40%
Date Fund Started	2008-03-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.14%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$4,047,744,265
Annual Fee	0.70%
Return since Fund Started	8.14%
Date Fund Started	2007-10-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.56%

return, since fund started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$756,250,285
Annual Fee	0.72%
Return since Fund Started	5.56%
Date Fund Started	2014-07-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

0.75%

return, since fund started

Summer New Zealand Cash

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,965,184
Annual Fee	0.72%
Return since Fund Started	0.75%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.03%

return, since fund started

Emerging Markets Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$17,083,640
Annual Fee	0.73%
Return since Fund Started	2.03%
Date Fund Started	2011-01-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.47%

return, since fund started

Anz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$5,599,075
Annual Fee	0.73%
Return since Fund Started	1.47%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.27%

return, since fund started

Cashplus

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$119,896,472
Annual Fee	0.74%
Return since Fund Started	2.27%
Date Fund Started	2012-06-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.68%

return, since fund started

Summer Conservative Selection

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$11,586,193
Annual Fee	0.75%
Return since Fund Started	4.68%
Date Fund Started	2019-04-08

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.80%

return, since fund started

Nikko Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,468,277
Annual Fee	0.77%
Return since Fund Started	1.80%
Date Fund Started	2007-10-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.19%

return, since fund started

International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,651,301
Annual Fee	0.78%
Return since Fund Started	3.19%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.92%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,955,476,059
Annual Fee	0.79%
Return since Fund Started	6.92%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.37%

return, since fund started

Mercer Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$501,428,916
Annual Fee	0.79%
Return since Fund Started	6.37%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.28%

return, since fund started

Enhanced Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$35,888,511
Annual Fee	0.79%
Return since Fund Started	2.28%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.86%

return, since fund started

Amp New Zealand Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$4,047,530
Annual Fee	0.81%
Return since Fund Started	1.86%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.37%

return, since fund started

Summer Global Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,099,990
Annual Fee	0.83%
Return since Fund Started	2.37%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.34%

return, since fund started

Summer New Zealand Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$7,068,500
Annual Fee	0.83%
Return since Fund Started	2.34%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.52%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$505,654,052
Annual Fee	0.85%
Return since Fund Started	4.52%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.49%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,243,995,633
Annual Fee	0.85%
Return since Fund Started	4.49%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.27%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,072,109,578
Annual Fee	0.86%
Return since Fund Started	8.27%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.60%

return, since fund started

Amp Passive International Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$7,793,726
Annual Fee	0.88%
Return since Fund Started	11.60%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.54%

return, since fund started

Lifestages Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$126,085,829
Annual Fee	0.88%
Return since Fund Started	1.54%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.53%

return, since fund started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$197,493
Annual Fee	0.89%
Return since Fund Started	4.53%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.26%

return, since fund started

Mercer Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$160,843,718
Annual Fee	0.89%
Return since Fund Started	7.26%
Date Fund Started	2015-02-18

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.17%

return, since fund started

Summer Australian Equities

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$11,690,680
Annual Fee	0.90%
Return since Fund Started	7.17%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.69%

return, since fund started

Summer Listed Property

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$8,326,476
Annual Fee	0.90%
Return since Fund Started	8.69%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.97%

return, since fund started

Summer New Zealand Equities

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$19,233,248
Annual Fee	0.90%
Return since Fund Started	11.97%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.07%

return, since fund started

Summer Global Equities

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$26,158,334
Annual Fee	0.90%
Return since Fund Started	12.07%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.12%

return, since fund started

Summer Growth Selection

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$43,208,067
Annual Fee	0.90%
Return since Fund Started	9.12%
Date Fund Started	2019-04-08

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.21%

return, since fund started

Summer Balanced Selection

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$120,464,792
Annual Fee	0.90%
Return since Fund Started	7.21%
Date Fund Started	2016-09-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.79%

return, since fund started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$230,768,345
Annual Fee	0.90%
Return since Fund Started	5.79%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.57%

return, since fund started

Conservative

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$958,528,907
Annual Fee	0.90%
Return since Fund Started	4.57%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.40%

return, since fund started

Capital Guaranteed Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$61,683,558
Annual Fee	0.90%
Return since Fund Started	1.40%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.78%

return, since fund started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,482,621,209
Annual Fee	0.91%
Return since Fund Started	5.78%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.65%

return, since fund started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$86,997,569
Annual Fee	0.91%
Return since Fund Started	5.65%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.82%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$178,122,498
Annual Fee	0.92%
Return since Fund Started	4.82%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.68%

return, since fund started

Mercer Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$41,346,122
Annual Fee	0.93%
Return since Fund Started	9.68%
Date Fund Started	2015-02-18

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.39%

return, since fund started

Mercer High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$256,463,010
Annual Fee	0.93%
Return since Fund Started	8.39%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.23%

return, since fund started

Glidepath Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,867,924
Annual Fee	0.93%
Return since Fund Started	5.23%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.73%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,038,367,694
Annual Fee	0.94%
Return since Fund Started	4.73%
Date Fund Started	2009-06-12

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.27%

return, since fund started

Lifestages Auto Option Age 65+

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$7,408,670
Annual Fee	0.95%
Return since Fund Started	3.27%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.98%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,096,278,139
Annual Fee	0.95%
Return since Fund Started	6.98%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.02%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$677,723,730
Annual Fee	0.95%
Return since Fund Started	7.02%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.81%

return, since fund started

Milford Kiwisaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$172,206,660
Annual Fee	0.95%
Return since Fund Started	6.81%
Date Fund Started	2012-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

1.32%

return, since fund started

Amp International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,173,624
Annual Fee	0.95%
Return since Fund Started	1.32%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.51%

return, since fund started

Glidepath Age 55

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$6,645,614
Annual Fee	0.96%
Return since Fund Started	7.51%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.97%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,039,275,443
Annual Fee	0.96%
Return since Fund Started	6.97%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.75%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$215,470,005
Annual Fee	0.96%
Return since Fund Started	6.75%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.12%

return, since fund started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$59,018
Annual Fee	0.97%
Return since Fund Started	5.12%
Date Fund Started	2017-10-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.06%

return, since fund started

Lifestages Auto Option Age 55 64

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$23,186,799
Annual Fee	0.98%
Return since Fund Started	4.06%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.82%

return, since fund started

Amp Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$437,363,414
Annual Fee	0.99%
Return since Fund Started	3.82%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.82%

return, since fund started

Amp Conservative Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$172,899,787
Annual Fee	0.99%
Return since Fund Started	3.82%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.58%

return, since fund started

Russell Lifepointsâ® Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$79,214,943
Annual Fee	0.99%
Return since Fund Started	5.58%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.62%

return, since fund started

Russell Lifepointsâ® Target Date 2015 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$4,866,771
Annual Fee	0.99%
Return since Fund Started	5.62%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.19%

return, since fund started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$591,956,283
Annual Fee	1.00%
Return since Fund Started	8.19%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.48%

return, since fund started

Positive Impact Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$69,505,299
Annual Fee	1.00%
Return since Fund Started	7.48%
Date Fund Started	2019-07-25

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.14%

return, since fund started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,704,168,735
Annual Fee	1.01%
Return since Fund Started	8.14%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.86%

return, since fund started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$226,525,939
Annual Fee	1.02%
Return since Fund Started	7.86%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.27%

return, since fund started

Anz Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$36,968,031
Annual Fee	1.02%
Return since Fund Started	7.27%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.11%

return, since fund started

Balanced

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,056,416,172
Annual Fee	1.03%
Return since Fund Started	7.11%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.36%

return, since fund started

Asb Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$23,374,236
Annual Fee	1.03%
Return since Fund Started	4.36%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.68%

return, since fund started

Australasian Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$46,159,803
Annual Fee	1.04%
Return since Fund Started	12.68%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.41%

return, since fund started

Lifestages Auto Option Age 45 54

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$29,465,110
Annual Fee	1.04%
Return since Fund Started	5.41%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.74%

return, since fund started

Russell Lifepointsâ® Target Date 2025 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$24,137,216
Annual Fee	1.04%
Return since Fund Started	6.74%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.27%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$525,605,968
Annual Fee	1.05%
Return since Fund Started	9.27%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.69%

return, since fund started

Australasian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$32,815,263
Annual Fee	1.05%
Return since Fund Started	12.69%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.47%

return, since fund started

International Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$8,326,588
Annual Fee	1.05%
Return since Fund Started	6.47%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.45%

return, since fund started

Anz Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$24,785,282
Annual Fee	1.06%
Return since Fund Started	3.45%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.22%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,951,478,918
Annual Fee	1.06%
Return since Fund Started	9.22%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

10.57%

return, since fund started

International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$65,904,468
Annual Fee	1.06%
Return since Fund Started	10.57%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.03%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$703,280,199
Annual Fee	1.06%
Return since Fund Started	8.03%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.92%

return, since fund started

Russell Lifepointsâ® Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$30,645,899
Annual Fee	1.06%
Return since Fund Started	6.92%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.88%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$210,699,225
Annual Fee	1.07%
Return since Fund Started	8.88%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.14%

return, since fund started

Glidepath Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$4,714,032
Annual Fee	1.07%
Return since Fund Started	7.14%
Date Fund Started	2017-10-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.62%

return, since fund started

Asb Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$34,716,961
Annual Fee	1.08%
Return since Fund Started	6.62%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.26%

return, since fund started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$213,685,462
Annual Fee	1.08%
Return since Fund Started	4.26%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.34%

return, since fund started

Glidepath Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$7,047,267
Annual Fee	1.09%
Return since Fund Started	9.34%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.72%

return, since fund started

Lifestages Auto Option Age 35 44

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$25,173,643
Annual Fee	1.09%
Return since Fund Started	6.72%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.59%

return, since fund started

Amp Moderate Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$463,078,859
Annual Fee	1.09%
Return since Fund Started	4.59%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.59%

return, since fund started

Amp Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$620,702,272
Annual Fee	1.09%
Return since Fund Started	4.59%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.81%

return, since fund started

Balanced Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$948,238,610
Annual Fee	1.10%
Return since Fund Started	6.81%
Date Fund Started	2009-06-12

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.20%

return, since fund started

Growth

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,009,997,935
Annual Fee	1.11%
Return since Fund Started	9.20%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.06%

return, since fund started

Russell Lifepointsâ® Target Date 2035 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$27,737,106
Annual Fee	1.12%
Return since Fund Started	8.06%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.21%

return, since fund started

Russell Lifepointsâ® Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$235,213,300
Annual Fee	1.13%
Return since Fund Started	8.21%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.73%

return, since fund started

Amp Income Generator Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$5,115,091
Annual Fee	1.13%
Return since Fund Started	4.73%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

14.47%

return, since fund started

Milford Kiwisaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$35,731,096
Annual Fee	1.13%
Return since Fund Started	14.47%
Date Fund Started	2020-03-27

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.42%

return, since fund started

Lifestages High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$209,894,557
Annual Fee	1.14%
Return since Fund Started	8.42%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.42%

return, since fund started

Lifestages Auto Option Age 0 34

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$25,233,961
Annual Fee	1.14%
Return since Fund Started	8.42%
Date Fund Started	2015-10-14

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.81%

return, since fund started

Amp Australasian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$7,795,846
Annual Fee	1.14%
Return since Fund Started	9.81%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.20%

return, since fund started

Amp Moderate Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$809,689,069
Annual Fee	1.14%
Return since Fund Started	5.20%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.20%

return, since fund started

Amp Moderate Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$541,746,963
Annual Fee	1.14%
Return since Fund Started	5.20%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.10%

return, since fund started

Asset Class Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$25,480,395
Annual Fee	1.14%
Return since Fund Started	4.10%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.35%

return, since fund started

Nikko Am Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$37,622,041
Annual Fee	1.14%
Return since Fund Started	4.35%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.21%

return, since fund started

Asb Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$31,109,597
Annual Fee	1.15%
Return since Fund Started	8.21%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.92%

return, since fund started

Amp Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$351,241,685
Annual Fee	1.15%
Return since Fund Started	5.92%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.92%

return, since fund started

Amp Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,079,481,333
Annual Fee	1.15%
Return since Fund Started	5.92%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.35%

return, since fund started

Milford Active Growth Wholesale Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$189,956,455
Annual Fee	1.16%
Return since Fund Started	12.35%
Date Fund Started	2009-05-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.90%

return, since fund started

Amp Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$872,643,395
Annual Fee	1.16%
Return since Fund Started	6.90%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.90%

return, since fund started

Amp Growth Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$238,373,162
Annual Fee	1.16%
Return since Fund Started	6.90%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.31%

return, since fund started

Equity Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$219,412,073
Annual Fee	1.17%
Return since Fund Started	9.31%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.27%

return, since fund started

Glidepath Age 25

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$845,803
Annual Fee	1.17%
Return since Fund Started	11.27%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

10.54%

return, since fund started

Amp International Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$5,805,598
Annual Fee	1.17%
Return since Fund Started	10.54%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.88%

return, since fund started

Anz Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$314,939,815
Annual Fee	1.17%
Return since Fund Started	7.88%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.11%

return, since fund started

Russell Lifepointsâ® Target Date 2045 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$23,465,961
Annual Fee	1.18%
Return since Fund Started	9.11%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.98%

return, since fund started

Amp Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$6,980,715
Annual Fee	1.19%
Return since Fund Started	4.98%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.66%

return, since fund started

Glidepath Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,362,345
Annual Fee	1.19%
Return since Fund Started	9.66%
Date Fund Started	2017-10-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.80%

return, since fund started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$623,523,370
Annual Fee	1.19%
Return since Fund Started	4.80%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.20%

return, since fund started

Russell Lifepointsâ® Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$59,345,127
Annual Fee	1.20%
Return since Fund Started	9.20%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

11.65%

return, since fund started

Russell Lifepointsâ® Target Date 2055 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,820,497
Annual Fee	1.21%
Return since Fund Started	11.65%
Date Fund Started	2016-02-19

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.04%

return, since fund started

Asset Class Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$21,617,231
Annual Fee	1.21%
Return since Fund Started	5.04%
Date Fund Started	2017-09-29

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.30%

return, since fund started

Stepping Stones 65+

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$5,467,530
Annual Fee	1.21%
Return since Fund Started	5.30%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.88%

return, since fund started

Stepping Stones Growth 65+

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$814,716
Annual Fee	1.21%
Return since Fund Started	4.88%
Date Fund Started	2016-09-06

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.30%

return, since fund started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$471,174,711
Annual Fee	1.21%
Return since Fund Started	5.30%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.67%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,735,282,248
Annual Fee	1.23%
Return since Fund Started	8.67%
Date Fund Started	2007-10-02

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

10.48%

return, since fund started

Glidepath Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,108,831
Annual Fee	1.23%
Return since Fund Started	10.48%
Date Fund Started	2017-10-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.68%

return, since fund started

Stepping Stones 61 64

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$10,517,372
Annual Fee	1.23%
Return since Fund Started	5.68%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

5.37%

return, since fund started

Stepping Stones Growth 61 64

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$3,521,930
Annual Fee	1.23%
Return since Fund Started	5.37%
Date Fund Started	2016-09-06

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

10.99%

return, since fund started

Socially Responsible Investment Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$15,353,512
Annual Fee	1.24%
Return since Fund Started	10.99%
Date Fund Started	2020-03-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.30%

return, since fund started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$439,164,826
Annual Fee	1.24%
Return since Fund Started	7.30%
Date Fund Started	2010-04-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.06%

return, since fund started

Stepping Stones 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$18,413,868
Annual Fee	1.25%
Return since Fund Started	6.06%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.37%

return, since fund started

Amp Aggressive Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$120,216,792
Annual Fee	1.27%
Return since Fund Started	7.37%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.37%

return, since fund started

Amp Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$487,344,179
Annual Fee	1.27%
Return since Fund Started	7.37%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.19%

return, since fund started

Asset Class Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$95,943,993
Annual Fee	1.28%
Return since Fund Started	7.19%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.40%

return, since fund started

Anz Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$39,644,524
Annual Fee	1.28%
Return since Fund Started	8.40%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.26%

return, since fund started

Mercer Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$59,655,274
Annual Fee	1.28%
Return since Fund Started	6.26%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

16.49%

return, since fund started

Milford Kiwisaver Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$388,440,682
Annual Fee	1.30%
Return since Fund Started	16.49%
Date Fund Started	2019-08-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

4.78%

return, since fund started

High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$520,357,527
Annual Fee	1.30%
Return since Fund Started	4.78%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.41%

return, since fund started

Nikko Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$12,093,997
Annual Fee	1.30%
Return since Fund Started	7.41%
Date Fund Started	2007-10-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.86%

return, since fund started

Socially Responsible Investment Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$153,263,336
Annual Fee	1.30%
Return since Fund Started	7.86%
Date Fund Started	2014-07-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.20%

return, since fund started

Stepping Stones Growth 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$15,303,564
Annual Fee	1.31%
Return since Fund Started	7.20%
Date Fund Started	2016-09-06

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.01%

return, since fund started

Stepping Stones 46 55

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$40,294,130
Annual Fee	1.31%
Return since Fund Started	7.01%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.23%

return, since fund started

Shielded Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$5,817,028
Annual Fee	1.33%
Return since Fund Started	9.23%
Date Fund Started	2018-05-31

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

6.40%

return, since fund started

Amp Ethical Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$20,619,010
Annual Fee	1.35%
Return since Fund Started	6.40%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.89%

return, since fund started

Nikko Am Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$37,700,428
Annual Fee	1.36%
Return since Fund Started	8.89%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

7.28%

return, since fund started

Nikko Am Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$99,670,574
Annual Fee	1.36%
Return since Fund Started	7.28%
Date Fund Started	2007-10-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.53%

return, since fund started

Socially Responsible Investment High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$202,250,283
Annual Fee	1.37%
Return since Fund Started	8.53%
Date Fund Started	2010-05-21

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.29%

return, since fund started

Stepping Stones 36 45

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$32,783,165
Annual Fee	1.39%
Return since Fund Started	8.29%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.94%

return, since fund started

Stepping Stones Growth 51 55

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$16,198,010
Annual Fee	1.39%
Return since Fund Started	8.94%
Date Fund Started	2016-09-06

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.62%

return, since fund started

Sustainable International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$16,212,201
Annual Fee	1.40%
Return since Fund Started	9.62%
Date Fund Started	2008-08-25

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.80%

return, since fund started

Stepping Stones Growth 0 50

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$49,032,411
Annual Fee	1.42%
Return since Fund Started	9.80%
Date Fund Started	2016-09-06

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.11%

return, since fund started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$961,780,984
Annual Fee	1.42%
Return since Fund Started	9.11%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.57%

return, since fund started

Stepping Stones 0 35

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$34,012,927
Annual Fee	1.47%
Return since Fund Started	9.57%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.34%

return, since fund started

Milford Kiwisaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$591,450,548
Annual Fee	1.48%
Return since Fund Started	9.34%
Date Fund Started	2010-04-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

10.02%

return, since fund started

Focused Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$1,276,944,403
Annual Fee	1.52%
Return since Fund Started	10.02%
Date Fund Started	2013-04-16

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.02%

return, since fund started

Cpp Fund No. 5

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$21,122,964
Annual Fee	1.53%
Return since Fund Started	12.02%
Date Fund Started	2012-10-03

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.17%

return, since fund started

Cpp Fund No. 4

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$26,067,977
Annual Fee	1.53%
Return since Fund Started	12.17%
Date Fund Started	2011-10-03

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

9.98%

return, since fund started

Geared Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$161,831,682
Annual Fee	1.61%
Return since Fund Started	9.98%
Date Fund Started	2009-07-15

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

NZ FUNDS KIWISAVER SCHEME

3.46%

return, since fund started

Income Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$65,036,041
Annual Fee	1.61%
Return since Fund Started	3.46%
Date Fund Started	2010-11-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

3.52%

return, since fund started

Lifestages Capital Stable Portfolio

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$128,310,856
Annual Fee	1.64%
Return since Fund Started	3.52%
Date Fund Started	2007-09-30

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

2.88%

return, since fund started

Amp Global Multi Asset Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$11,227,688
Annual Fee	1.70%
Return since Fund Started	2.88%
Date Fund Started	2016-07-28

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

8.96%

return, since fund started

Amanah Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$29,539,736
Annual Fee	1.89%
Return since Fund Started	8.96%
Date Fund Started	2014-03-24

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

12.40%

return, since fund started

Milford Kiwisaver Active Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$2,222,869,000
Annual Fee	2.00%
Return since Fund Started	12.40%
Date Fund Started	2010-04-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

NZ FUNDS KIWISAVER SCHEME

7.36%

return, since fund started

Inflation Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$104,437,627
Annual Fee	2.62%
Return since Fund Started	7.36%
Date Fund Started	2010-11-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

NZ FUNDS KIWISAVER SCHEME

7.24%

return, since fund started

Lifecycle Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$466,281
Annual Fee	2.83%
Return since Fund Started	7.24%
Date Fund Started	2010-11-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

NZ FUNDS KIWISAVER SCHEME

7.85%

return, since fund started

Lifecycle Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$8,382,628
Annual Fee	3.06%
Return since Fund Started	7.85%
Date Fund Started	2010-11-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

NZ FUNDS KIWISAVER SCHEME

10.33%

return, since fund started

Lifecycle Age 0 54

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$336,904,265
Annual Fee	4.13%
Return since Fund Started	10.33%
Date Fund Started	2010-11-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

NZ FUNDS KIWISAVER SCHEME

11.03%

return, since fund started

Growth Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance
Value of Fund	$498,994,403
Annual Fee	4.45%
Return since Fund Started	11.03%
Date Fund Started	2010-11-01

Note: this KiwiSaver fund data is based on the period ending March 2021 from the official FMA website.

Select Fund

Christine Henare , 2021-06-25

I’ve just had a great experience with Kurt from glimp compare. He helped me through the process from the time I clicked onto the website, via the chat function. Long story short I have signed up to a new power and broadband provider with significant cost savings. There was no pressure at any stage, just respectful guidance and facilitation to initiate the new supply.

Ron Puni , 2021-05-29

Easiest service to use and knowledgeable and experienced staff. Made switching power and broadband stress free! Thanks Jamie S, they answered all my questions I had about starting a new connection for broadband and power - even better than calling Slingshot direct as I got 3 months free internet and credit for using my own modem :)

Adrienne Slater , 2021-07-12

Used Glimp to get a better deal on gas/power Jamie S made things very easy and was super helpful. Would definitely recommend

HRH Cloaks , 2021-06-19

Virtually instant contact after filling out online form. Great rep - friendly and informative, great deal made for cheaper power, overall so far so good 😁

Filters

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We’ve found funds, based on your filters :

13.50%

11.00%

6.00%

3.50%

0.26%

4.41%

1.81%

1.80%

9.76%

7.32%

1.73%

1.69%

1.73%

1.64%

1.70%

4.31%

3.81%

4.21%

11.18%

4.63%

4.28%

19.30%

-0.21%

5.01%

3.09%

3.96%

2.02%

2.09%

4.50%

3.58%

3.98%

11.20%

3.59%

3.51%

4.44%

9.08%

8.57%

13.84%

8.78%

4.96%

8.92%

8.13%

8.91%

8.76%

5.38%

11.63%

13.45%

2.91%

3.51%

4.19%

5.94%

5.81%

1.00%

14.96%

13.19%

11.88%

9.62%

10.47%

5.67%

2.97%

12.92%

3.37%

1.47%

6.67%

6.41%

5.41%

7.49%

7.49%

7.74%

7.74%

7.00%

5.58%