KiwiSaver Calculator: Compare Schemes, Funds, Fees, Rates

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4.76%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$130,696,645
Annual Fee	0.27%
Return since Fund Started	4.76%
Date Fund Started	2016-09-01

Select Fund

1.94%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$787,085,991
Annual Fee	0.27%
Return since Fund Started	1.94%
Date Fund Started	2008-08-12

Select Fund

1.94%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,423,277
Annual Fee	0.28%
Return since Fund Started	1.94%
Date Fund Started	2007-11-15

Select Fund

6.47%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$214,291,517
Annual Fee	0.29%
Return since Fund Started	6.47%
Date Fund Started	2016-09-01

Select Fund

8.27%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$830,441,911
Annual Fee	0.29%
Return since Fund Started	8.27%
Date Fund Started	2016-09-01

Select Fund

1.85%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$63,673,033
Annual Fee	0.29%
Return since Fund Started	1.85%
Date Fund Started	2007-10-01

Select Fund

1.83%

return, since fund started

Bnz Kiwisaver Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$243,515,450
Annual Fee	0.30%
Return since Fund Started	1.83%
Date Fund Started	2013-02-11

Select Fund

6.48%

return, since fund started

Juno Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$26,985,400
Annual Fee	0.34%
Return since Fund Started	6.48%
Date Fund Started	2018-08-01

Select Fund

1.87%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$544,245,818
Annual Fee	0.35%
Return since Fund Started	1.87%
Date Fund Started	2007-10-01

Select Fund

12.13%

return, since fund started

Juno Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$118,709,996
Annual Fee	0.35%
Return since Fund Started	12.13%
Date Fund Started	2018-08-01

Select Fund

1.78%

return, since fund started

Nz Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$741,926,753
Annual Fee	0.35%
Return since Fund Started	1.78%
Date Fund Started	2007-10-02

Select Fund

1.89%

return, since fund started

Mercer Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$33,980,717
Annual Fee	0.36%
Return since Fund Started	1.89%
Date Fund Started	2007-10-01

Select Fund

4.33%

return, since fund started

Default Saver Fund

at 65 years of age

Retirement Balance
Value of Fund	$102,260,981
Annual Fee	0.38%
Return since Fund Started	4.33%
Date Fund Started	2014-07-01

Select Fund

3.90%

return, since fund started

Amp Default Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,372,004,869
Annual Fee	0.39%
Return since Fund Started	3.90%
Date Fund Started	2007-10-01

Select Fund

4.49%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,104,086,851
Annual Fee	0.40%
Return since Fund Started	4.49%
Date Fund Started	2007-10-02

Select Fund

3.03%

return, since fund started

Juno Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$13,950,569
Annual Fee	0.42%
Return since Fund Started	3.03%
Date Fund Started	2018-08-01

Select Fund

4.75%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,165,738,291
Annual Fee	0.46%
Return since Fund Started	4.75%
Date Fund Started	2007-10-01

Select Fund

4.21%

return, since fund started

Default Fund

at 65 years of age

Retirement Balance
Value of Fund	$308,191,810
Annual Fee	0.47%
Return since Fund Started	4.21%
Date Fund Started	2014-07-02

Select Fund

-0.42%

return, since fund started

Uk Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$941,163
Annual Fee	0.49%
Return since Fund Started	-0.42%
Date Fund Started	2012-03-26

Select Fund

3.18%

return, since fund started

Bnz Kiwisaver First Home Buyer Fund

at 65 years of age

Retirement Balance
Value of Fund	$192,124,578
Annual Fee	0.50%
Return since Fund Started	3.18%
Date Fund Started	2015-09-15

Select Fund

4.06%

return, since fund started

Bnz Kiwisaver Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$844,948,470
Annual Fee	0.51%
Return since Fund Started	4.06%
Date Fund Started	2013-02-11

Select Fund

2.29%

return, since fund started

Nz Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$88,231,174
Annual Fee	0.52%
Return since Fund Started	2.29%
Date Fund Started	2007-10-08

Select Fund

4.43%

return, since fund started

Nz Bonds Fund

at 65 years of age

Retirement Balance
Value of Fund	$37,785,294
Annual Fee	0.54%
Return since Fund Started	4.43%
Date Fund Started	2007-10-24

Select Fund

4.46%

return, since fund started

Cash Enhanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$703,491,582
Annual Fee	0.54%
Return since Fund Started	4.46%
Date Fund Started	2007-10-01

Select Fund

4.06%

return, since fund started

Overseas Non Government Bonds Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,935,473
Annual Fee	0.54%
Return since Fund Started	4.06%
Date Fund Started	2007-10-24

Select Fund

9.06%

return, since fund started

Us 500 Fund

at 65 years of age

Retirement Balance
Value of Fund	$11,774,602
Annual Fee	0.54%
Return since Fund Started	9.06%
Date Fund Started	2015-09-21

Select Fund

2.16%

return, since fund started

Cash

at 65 years of age

Retirement Balance
Value of Fund	$317,777,586
Annual Fee	0.55%
Return since Fund Started	2.16%
Date Fund Started	2012-09-12

Select Fund

3.91%

return, since fund started

Superlife Income Fund

at 65 years of age

Retirement Balance
Value of Fund	$126,665,357
Annual Fee	0.56%
Return since Fund Started	3.91%
Date Fund Started	2013-09-15

Select Fund

3.66%

return, since fund started

Superlife Age Steps Age 80

at 65 years of age

Retirement Balance
Value of Fund	$0
Annual Fee	0.56%
Return since Fund Started	3.66%
Date Fund Started	2013-09-15

Select Fund

4.62%

return, since fund started

Mercer Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,142,607,909
Annual Fee	0.57%
Return since Fund Started	4.62%
Date Fund Started	2007-10-01

Select Fund

5.46%

return, since fund started

Us Large Value Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,911,184
Annual Fee	0.57%
Return since Fund Started	5.46%
Date Fund Started	2015-09-21

Select Fund

4.98%

return, since fund started

Us Mid Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$868,698
Annual Fee	0.57%
Return since Fund Started	4.98%
Date Fund Started	2015-09-21

Select Fund

12.59%

return, since fund started

Us Large Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$9,426,538
Annual Fee	0.57%
Return since Fund Started	12.59%
Date Fund Started	2015-09-21

Select Fund

4.50%

return, since fund started

Superlife Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$22,810,299
Annual Fee	0.57%
Return since Fund Started	4.50%
Date Fund Started	2010-11-15

Select Fund

3.82%

return, since fund started

Us Small Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,315,582
Annual Fee	0.57%
Return since Fund Started	3.82%
Date Fund Started	2015-09-21

Select Fund

8.70%

return, since fund started

Overseas Shares (Currency Hedged) Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,250,422
Annual Fee	0.58%
Return since Fund Started	8.70%
Date Fund Started	2007-10-24

Select Fund

8.56%

return, since fund started

Overseas Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$20,984,593
Annual Fee	0.58%
Return since Fund Started	8.56%
Date Fund Started	2007-10-24

Select Fund

8.25%

return, since fund started

Global Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$14,553,270
Annual Fee	0.58%
Return since Fund Started	8.25%
Date Fund Started	2007-10-24

Select Fund

4.71%

return, since fund started

Superlife Age Steps Age 70

at 65 years of age

Retirement Balance
Value of Fund	$1,651,775
Annual Fee	0.58%
Return since Fund Started	4.71%
Date Fund Started	2013-09-15

Select Fund

4.18%

return, since fund started

Australian Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,086,029
Annual Fee	0.59%
Return since Fund Started	4.18%
Date Fund Started	2007-10-24

Select Fund

8.35%

return, since fund started

Nz Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$6,618,260
Annual Fee	0.59%
Return since Fund Started	8.35%
Date Fund Started	2015-11-11

Select Fund

2.64%

return, since fund started

Australian Top 20 Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,005,462
Annual Fee	0.59%
Return since Fund Started	2.64%
Date Fund Started	2015-09-21

Select Fund

3.84%

return, since fund started

New Zealand Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$11,076,067
Annual Fee	0.59%
Return since Fund Started	3.84%
Date Fund Started	2007-10-01

Select Fund

12.63%

return, since fund started

Nz Mid Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,792,022
Annual Fee	0.59%
Return since Fund Started	12.63%
Date Fund Started	2015-09-21

Select Fund

3.96%

return, since fund started

Overseas Bonds Fund

at 65 years of age

Retirement Balance
Value of Fund	$8,886,374
Annual Fee	0.59%
Return since Fund Started	3.96%
Date Fund Started	2007-10-24

Select Fund

-1.29%

return, since fund started

Australian Dividend Fund

at 65 years of age

Retirement Balance
Value of Fund	$690,119
Annual Fee	0.59%
Return since Fund Started	-1.29%
Date Fund Started	2015-09-21

Select Fund

11.22%

return, since fund started

Australian Resources Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,803,780
Annual Fee	0.59%
Return since Fund Started	11.22%
Date Fund Started	2015-09-21

Select Fund

12.17%

return, since fund started

Nz Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$25,611,107
Annual Fee	0.59%
Return since Fund Started	12.17%
Date Fund Started	2007-10-24

Select Fund

2.97%

return, since fund started

Asia Pacific Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,206,530
Annual Fee	0.59%
Return since Fund Started	2.97%
Date Fund Started	2015-09-21

Select Fund

8.94%

return, since fund started

Australian Mid Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$22,324,711
Annual Fee	0.59%
Return since Fund Started	8.94%
Date Fund Started	2015-01-19

Select Fund

14.72%

return, since fund started

Nz Top 10 Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,963,690
Annual Fee	0.59%
Return since Fund Started	14.72%
Date Fund Started	2015-09-21

Select Fund

0.41%

return, since fund started

Europe Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,987,561
Annual Fee	0.59%
Return since Fund Started	0.41%
Date Fund Started	2015-09-21

Select Fund

-2.14%

return, since fund started

Australian Financials Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,395,552
Annual Fee	0.59%
Return since Fund Started	-2.14%
Date Fund Started	2015-09-21

Select Fund

3.18%

return, since fund started

Australian Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,411,879
Annual Fee	0.59%
Return since Fund Started	3.18%
Date Fund Started	2015-09-21

Select Fund

7.06%

return, since fund started

Nz Dividend Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,680,427
Annual Fee	0.59%
Return since Fund Started	7.06%
Date Fund Started	2015-09-21

Select Fund

1.66%

return, since fund started

Amp Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$119,679,771
Annual Fee	0.59%
Return since Fund Started	1.66%
Date Fund Started	2007-10-01

Select Fund

11.27%

return, since fund started

Nz Top 50 Fund

at 65 years of age

Retirement Balance
Value of Fund	$45,116,459
Annual Fee	0.59%
Return since Fund Started	11.27%
Date Fund Started	2015-01-19

Select Fund

5.38%

return, since fund started

Total World Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,259,179
Annual Fee	0.60%
Return since Fund Started	5.38%
Date Fund Started	2015-09-21

Select Fund

5.76%

return, since fund started

Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,937,886,290
Annual Fee	0.60%
Return since Fund Started	5.76%
Date Fund Started	2007-10-02

Select Fund

6.60%

return, since fund started

Superlife Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$43,445,440
Annual Fee	0.60%
Return since Fund Started	6.60%
Date Fund Started	2009-02-23

Select Fund

5.31%

return, since fund started

Superlife Age Steps Age 60

at 65 years of age

Retirement Balance
Value of Fund	$13,635,476
Annual Fee	0.60%
Return since Fund Started	5.31%
Date Fund Started	2013-09-15

Select Fund

5.79%

return, since fund started

Superlife Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,047,624
Annual Fee	0.61%
Return since Fund Started	5.79%
Date Fund Started	2013-09-16

Select Fund

5.96%

return, since fund started

Superlife Age Steps Age 50

at 65 years of age

Retirement Balance
Value of Fund	$14,404,639
Annual Fee	0.61%
Return since Fund Started	5.96%
Date Fund Started	2013-09-15

Select Fund

6.56%

return, since fund started

Bnz Kiwisaver Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$504,288,633
Annual Fee	0.62%
Return since Fund Started	6.56%
Date Fund Started	2013-02-11

Select Fund

5.41%

return, since fund started

Bnz Kiwisaver Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$564,595,986
Annual Fee	0.62%
Return since Fund Started	5.41%
Date Fund Started	2013-02-11

Select Fund

6.07%

return, since fund started

Superlife Age Steps Age 30

at 65 years of age

Retirement Balance
Value of Fund	$4,467,286
Annual Fee	0.62%
Return since Fund Started	6.07%
Date Fund Started	2013-09-15

Select Fund

6.07%

return, since fund started

Superlife Age Steps Age 40

at 65 years of age

Retirement Balance
Value of Fund	$9,937,847
Annual Fee	0.62%
Return since Fund Started	6.07%
Date Fund Started	2013-09-15

Select Fund

1.97%

return, since fund started

Preservation Fund

at 65 years of age

Retirement Balance
Value of Fund	$35,328,938
Annual Fee	0.62%
Return since Fund Started	1.97%
Date Fund Started	2007-10-01

Select Fund

7.96%

return, since fund started

Bnz Kiwisaver Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$711,393,498
Annual Fee	0.63%
Return since Fund Started	7.96%
Date Fund Started	2013-02-11

Select Fund

6.49%

return, since fund started

Superlife High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$368,647,987
Annual Fee	0.63%
Return since Fund Started	6.49%
Date Fund Started	2013-09-15

Select Fund

6.41%

return, since fund started

Superlife Age Steps Age 20

at 65 years of age

Retirement Balance
Value of Fund	$1,386,369
Annual Fee	0.63%
Return since Fund Started	6.41%
Date Fund Started	2013-09-15

Select Fund

4.80%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,808,740,223
Annual Fee	0.64%
Return since Fund Started	4.80%
Date Fund Started	2007-10-01

Select Fund

7.26%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,033,556,220
Annual Fee	0.65%
Return since Fund Started	7.26%
Date Fund Started	2007-10-02

Select Fund

4.07%

return, since fund started

Mercer Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$152,809,509
Annual Fee	0.69%
Return since Fund Started	4.07%
Date Fund Started	2015-02-18

Select Fund

6.51%

return, since fund started

Ethica Fund

at 65 years of age

Retirement Balance
Value of Fund	$38,051,453
Annual Fee	0.70%
Return since Fund Started	6.51%
Date Fund Started	2008-03-31

Select Fund

8.37%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,113,962,984
Annual Fee	0.70%
Return since Fund Started	8.37%
Date Fund Started	2007-10-02

Select Fund

5.12%

return, since fund started

Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$612,711,667
Annual Fee	0.72%
Return since Fund Started	5.12%
Date Fund Started	2014-07-02

Select Fund

0.91%

return, since fund started

Summer New Zealand Cash

at 65 years of age

Retirement Balance
Value of Fund	$6,435,842
Annual Fee	0.72%
Return since Fund Started	0.91%
Date Fund Started	2016-09-19

Select Fund

4.02%

return, since fund started

Default

at 65 years of age

Retirement Balance
Value of Fund	$295,253,644
Annual Fee	0.73%
Return since Fund Started	4.02%
Date Fund Started	2014-07-01

Select Fund

1.64%

return, since fund started

Anz Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$6,899,938
Annual Fee	0.73%
Return since Fund Started	1.64%
Date Fund Started	2007-09-30

Select Fund

0.52%

return, since fund started

Emerging Markets Fund

at 65 years of age

Retirement Balance
Value of Fund	$12,671,964
Annual Fee	0.73%
Return since Fund Started	0.52%
Date Fund Started	2011-01-28

Select Fund

return, since fund started

Summer Conservative Selection

at 65 years of age

Retirement Balance
Value of Fund	$8,529,909
Annual Fee	0.75%
Return since Fund Started
Date Fund Started	2019-04-08

Select Fund

2.54%

return, since fund started

Cashplus

at 65 years of age

Retirement Balance
Value of Fund	$124,232,762
Annual Fee	0.75%
Return since Fund Started	2.54%
Date Fund Started	2012-06-01

Select Fund

1.98%

return, since fund started

Nikko Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,310,968
Annual Fee	0.77%
Return since Fund Started	1.98%
Date Fund Started	2007-10-31

Select Fund

3.44%

return, since fund started

International Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,477,270
Annual Fee	0.78%
Return since Fund Started	3.44%
Date Fund Started	2007-10-01

Select Fund

7.06%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,646,520,893
Annual Fee	0.79%
Return since Fund Started	7.06%
Date Fund Started	2007-10-01

Select Fund

6.36%

return, since fund started

Mercer Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$432,869,376
Annual Fee	0.79%
Return since Fund Started	6.36%
Date Fund Started	2007-10-01

Select Fund

2.82%

return, since fund started

Amp New Zealand Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,703,059
Annual Fee	0.81%
Return since Fund Started	2.82%
Date Fund Started	2016-07-28

Select Fund

2.41%

return, since fund started

Enhanced Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$36,786,416
Annual Fee	0.82%
Return since Fund Started	2.41%
Date Fund Started	2007-10-01

Select Fund

2.60%

return, since fund started

Summer Global Fixed Interest

at 65 years of age

Retirement Balance
Value of Fund	$996,819
Annual Fee	0.83%
Return since Fund Started	2.60%
Date Fund Started	2016-09-19

Select Fund

3.00%

return, since fund started

Summer New Zealand Fixed Interest

at 65 years of age

Retirement Balance
Value of Fund	$9,584,360
Annual Fee	0.83%
Return since Fund Started	3.00%
Date Fund Started	2016-09-19

Select Fund

4.65%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$486,719,318
Annual Fee	0.85%
Return since Fund Started	4.65%
Date Fund Started	2007-10-01

Select Fund

4.62%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,142,487,479
Annual Fee	0.85%
Return since Fund Started	4.62%
Date Fund Started	2007-10-01

Select Fund

8.24%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,586,903,644
Annual Fee	0.86%
Return since Fund Started	8.24%
Date Fund Started	2007-10-01

Select Fund

2.08%

return, since fund started

Lifestages Income Fund

at 65 years of age

Retirement Balance
Value of Fund	$102,428,940
Annual Fee	0.88%
Return since Fund Started	2.08%
Date Fund Started	2015-10-14

Select Fund

8.51%

return, since fund started

Amp Passive International Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,888,427
Annual Fee	0.88%
Return since Fund Started	8.51%
Date Fund Started	2016-07-28

Select Fund

4.38%

return, since fund started

Glidepath Age 75

at 65 years of age

Retirement Balance
Value of Fund	$90,660
Annual Fee	0.89%
Return since Fund Started	4.38%
Date Fund Started	2014-07-01

Select Fund

5.67%

return, since fund started

Mercer Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$126,332,171
Annual Fee	0.89%
Return since Fund Started	5.67%
Date Fund Started	2015-02-18

Select Fund

5.38%

return, since fund started

Summer Listed Property

at 65 years of age

Retirement Balance
Value of Fund	$6,849,431
Annual Fee	0.90%
Return since Fund Started	5.38%
Date Fund Started	2016-09-19

Select Fund

4.49%

return, since fund started

Conservative

at 65 years of age

Retirement Balance
Value of Fund	$881,054,281
Annual Fee	0.90%
Return since Fund Started	4.49%
Date Fund Started	2007-10-01

Select Fund

11.17%

return, since fund started

Summer New Zealand Equities

at 65 years of age

Retirement Balance
Value of Fund	$14,142,762
Annual Fee	0.90%
Return since Fund Started	11.17%
Date Fund Started	2016-09-19

Select Fund

6.59%

return, since fund started

Summer Balanced Selection

at 65 years of age

Retirement Balance
Value of Fund	$99,569,211
Annual Fee	0.90%
Return since Fund Started	6.59%
Date Fund Started	2016-09-19

Select Fund

return, since fund started

Summer Growth Selection

at 65 years of age

Retirement Balance
Value of Fund	$22,422,474
Annual Fee	0.90%
Return since Fund Started
Date Fund Started	2019-04-08

Select Fund

4.46%

return, since fund started

Summer Australian Equities

at 65 years of age

Retirement Balance
Value of Fund	$7,859,243
Annual Fee	0.90%
Return since Fund Started	4.46%
Date Fund Started	2016-09-19

Select Fund

5.84%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$210,133,113
Annual Fee	0.90%
Return since Fund Started	5.84%
Date Fund Started	2007-10-01

Select Fund

11.41%

return, since fund started

Summer Global Equities

at 65 years of age

Retirement Balance
Value of Fund	$18,527,928
Annual Fee	0.90%
Return since Fund Started	11.41%
Date Fund Started	2016-09-19

Select Fund

1.58%

return, since fund started

Capital Guaranteed Fund

at 65 years of age

Retirement Balance
Value of Fund	$62,461,549
Annual Fee	0.90%
Return since Fund Started	1.58%
Date Fund Started	2014-07-01

Select Fund

5.82%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,288,695,277
Annual Fee	0.91%
Return since Fund Started	5.82%
Date Fund Started	2007-10-01

Select Fund

5.70%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$67,877,913
Annual Fee	0.91%
Return since Fund Started	5.70%
Date Fund Started	2007-10-01

Select Fund

4.82%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$162,935,957
Annual Fee	0.92%
Return since Fund Started	4.82%
Date Fund Started	2007-10-01

Select Fund

4.94%

return, since fund started

Glidepath Age 65

at 65 years of age

Retirement Balance
Value of Fund	$1,707,095
Annual Fee	0.93%
Return since Fund Started	4.94%
Date Fund Started	2014-07-01

Select Fund

7.41%

return, since fund started

Mercer Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$30,447,417
Annual Fee	0.93%
Return since Fund Started	7.41%
Date Fund Started	2015-02-18

Select Fund

8.09%

return, since fund started

Mercer High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$203,943,373
Annual Fee	0.93%
Return since Fund Started	8.09%
Date Fund Started	2007-10-01

Select Fund

4.76%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$944,505,071
Annual Fee	0.94%
Return since Fund Started	4.76%
Date Fund Started	2009-06-12

Select Fund

6.71%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$922,616,154
Annual Fee	0.95%
Return since Fund Started	6.71%
Date Fund Started	2007-10-01

Select Fund

1.94%

return, since fund started

Amp International Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,281,044
Annual Fee	0.95%
Return since Fund Started	1.94%
Date Fund Started	2016-07-28

Select Fund

6.89%

return, since fund started

Milford Kiwisaver Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$183,738,465
Annual Fee	0.95%
Return since Fund Started	6.89%
Date Fund Started	2012-10-01

Select Fund

6.99%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$599,301,169
Annual Fee	0.95%
Return since Fund Started	6.99%
Date Fund Started	2007-10-01

Select Fund

3.11%

return, since fund started

Lifestages Auto Option Age 65+

at 65 years of age

Retirement Balance
Value of Fund	$3,638,887
Annual Fee	0.95%
Return since Fund Started	3.11%
Date Fund Started	2015-10-14

Select Fund

6.61%

return, since fund started

Glidepath Age 55

at 65 years of age

Retirement Balance
Value of Fund	$5,224,871
Annual Fee	0.96%
Return since Fund Started	6.61%
Date Fund Started	2014-07-01

Select Fund

6.94%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,589,679,456
Annual Fee	0.96%
Return since Fund Started	6.94%
Date Fund Started	2007-10-01

Select Fund

6.72%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$178,027,006
Annual Fee	0.96%
Return since Fund Started	6.72%
Date Fund Started	2007-10-01

Select Fund

4.53%

return, since fund started

Glidepath Age 75

at 65 years of age

Retirement Balance
Value of Fund	$378,065
Annual Fee	0.97%
Return since Fund Started	4.53%
Date Fund Started	2017-10-31

Select Fund

3.45%

return, since fund started

Lifestages Auto Option Age 55 64

at 65 years of age

Retirement Balance
Value of Fund	$16,864,928
Annual Fee	0.98%
Return since Fund Started	3.45%
Date Fund Started	2015-10-14

Select Fund

5.74%

return, since fund started

Russell LifepointsÂ® Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$76,885,028
Annual Fee	0.99%
Return since Fund Started	5.74%
Date Fund Started	2007-09-30

Select Fund

5.92%

return, since fund started

Russell LifepointsÂ® Target Date 2015 Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,609,382
Annual Fee	0.99%
Return since Fund Started	5.92%
Date Fund Started	2007-09-30

Select Fund

3.93%

return, since fund started

Amp Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$422,545,016
Annual Fee	0.99%
Return since Fund Started	3.93%
Date Fund Started	2007-10-01

Select Fund

3.93%

return, since fund started

Amp Conservative Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$154,361,851
Annual Fee	0.99%
Return since Fund Started	3.93%
Date Fund Started	2007-10-01

Select Fund

8.07%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$518,888,353
Annual Fee	1.00%
Return since Fund Started	8.07%
Date Fund Started	2007-10-01

Select Fund

8.01%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,224,770,938
Annual Fee	1.01%
Return since Fund Started	8.01%
Date Fund Started	2007-10-01

Select Fund

7.17%

return, since fund started

Anz Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$32,908,751
Annual Fee	1.02%
Return since Fund Started	7.17%
Date Fund Started	2007-09-30

Select Fund

7.74%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$186,022,690
Annual Fee	1.02%
Return since Fund Started	7.74%
Date Fund Started	2007-10-01

Select Fund

3.90%

return, since fund started

Asb Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$17,555,117
Annual Fee	1.03%
Return since Fund Started	3.90%
Date Fund Started	2016-07-28

Select Fund

7.03%

return, since fund started

Russell LifepointsÂ® Target Date 2025 Fund

at 65 years of age

Retirement Balance
Value of Fund	$22,751,113
Annual Fee	1.04%
Return since Fund Started	7.03%
Date Fund Started	2007-09-30

Select Fund

4.23%

return, since fund started

Lifestages Auto Option Age 45 54

at 65 years of age

Retirement Balance
Value of Fund	$21,174,812
Annual Fee	1.04%
Return since Fund Started	4.23%
Date Fund Started	2015-10-14

Select Fund

13.46%

return, since fund started

Australasian Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$41,703,750
Annual Fee	1.04%
Return since Fund Started	13.46%
Date Fund Started	2007-10-01

Select Fund

7.67%

return, since fund started

International Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$8,105,695
Annual Fee	1.05%
Return since Fund Started	7.67%
Date Fund Started	2007-10-01

Select Fund

12.09%

return, since fund started

Australasian Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$26,711,201
Annual Fee	1.05%
Return since Fund Started	12.09%
Date Fund Started	2007-10-01

Select Fund

6.71%

return, since fund started

Balanced

at 65 years of age

Retirement Balance
Value of Fund	$1,764,815,898
Annual Fee	1.05%
Return since Fund Started	6.71%
Date Fund Started	2007-10-01

Select Fund

9.04%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$438,672,270
Annual Fee	1.05%
Return since Fund Started	9.04%
Date Fund Started	2007-10-01

Select Fund

10.16%

return, since fund started

International Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$54,888,597
Annual Fee	1.06%
Return since Fund Started	10.16%
Date Fund Started	2007-10-01

Select Fund

7.77%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$552,950,607
Annual Fee	1.06%
Return since Fund Started	7.77%
Date Fund Started	2007-10-01

Select Fund

3.24%

return, since fund started

Anz Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,977,518
Annual Fee	1.06%
Return since Fund Started	3.24%
Date Fund Started	2016-07-28

Select Fund

6.92%

return, since fund started

Russell LifepointsÂ® Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$27,900,088
Annual Fee	1.06%
Return since Fund Started	6.92%
Date Fund Started	2007-09-30

Select Fund

11.42%

return, since fund started

Milford Kiwisaver Active Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,602,325,633
Annual Fee	1.06%
Return since Fund Started	11.42%
Date Fund Started	2010-04-01

Select Fund

8.99%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,211,250,312
Annual Fee	1.06%
Return since Fund Started	8.99%
Date Fund Started	2007-10-01

Select Fund

5.79%

return, since fund started

Glidepath Age 60

at 65 years of age

Retirement Balance
Value of Fund	$2,378,058
Annual Fee	1.07%
Return since Fund Started	5.79%
Date Fund Started	2017-10-31

Select Fund

8.66%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$164,570,617
Annual Fee	1.07%
Return since Fund Started	8.66%
Date Fund Started	2007-10-01

Select Fund

5.46%

return, since fund started

Asb Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$27,239,036
Annual Fee	1.08%
Return since Fund Started	5.46%
Date Fund Started	2016-07-28

Select Fund

7.92%

return, since fund started

Glidepath Age 40

at 65 years of age

Retirement Balance
Value of Fund	$5,368,259
Annual Fee	1.09%
Return since Fund Started	7.92%
Date Fund Started	2014-07-01

Select Fund

4.63%

return, since fund started

Amp Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$557,673,900
Annual Fee	1.09%
Return since Fund Started	4.63%
Date Fund Started	2007-10-01

Select Fund

4.63%

return, since fund started

Amp Moderate Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$410,969,327
Annual Fee	1.09%
Return since Fund Started	4.63%
Date Fund Started	2007-10-01

Select Fund

4.97%

return, since fund started

Lifestages Auto Option Age 35 44

at 65 years of age

Retirement Balance
Value of Fund	$19,280,475
Annual Fee	1.09%
Return since Fund Started	4.97%
Date Fund Started	2015-10-14

Select Fund

6.94%

return, since fund started

Balanced Strategy

at 65 years of age

Retirement Balance
Value of Fund	$806,640,991
Annual Fee	1.10%
Return since Fund Started	6.94%
Date Fund Started	2009-06-12

Select Fund

8.13%

return, since fund started

Russell LifepointsÂ® Target Date 2035 Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,850,376
Annual Fee	1.12%
Return since Fund Started	8.13%
Date Fund Started	2007-09-30

Select Fund

8.51%

return, since fund started

Growth

at 65 years of age

Retirement Balance
Value of Fund	$1,609,171,191
Annual Fee	1.13%
Return since Fund Started	8.51%
Date Fund Started	2007-10-01

Select Fund

4.13%

return, since fund started

Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$191,871,449
Annual Fee	1.13%
Return since Fund Started	4.13%
Date Fund Started	2007-10-01

Select Fund

8.04%

return, since fund started

Russell LifepointsÂ® Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$195,760,808
Annual Fee	1.13%
Return since Fund Started	8.04%
Date Fund Started	2007-09-30

Select Fund

4.12%

return, since fund started

Amp Income Generator Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,719,253
Annual Fee	1.13%
Return since Fund Started	4.12%
Date Fund Started	2016-07-28

Select Fund

3.92%

return, since fund started

Nikko Am Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$26,869,214
Annual Fee	1.14%
Return since Fund Started	3.92%
Date Fund Started	2016-07-28

Select Fund

8.46%

return, since fund started

Amp Australasian Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$6,011,481
Annual Fee	1.14%
Return since Fund Started	8.46%
Date Fund Started	2016-07-28

Select Fund

2.82%

return, since fund started

Income Strategy

at 65 years of age

Retirement Balance
Value of Fund	$40,201,114
Annual Fee	1.14%
Return since Fund Started	2.82%
Date Fund Started	2010-11-01

Select Fund

5.20%

return, since fund started

Amp Moderate Balanced Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$506,587,871
Annual Fee	1.14%
Return since Fund Started	5.20%
Date Fund Started	2007-10-01

Select Fund

5.20%

return, since fund started

Amp Moderate Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$728,297,059
Annual Fee	1.14%
Return since Fund Started	5.20%
Date Fund Started	2007-10-01

Select Fund

6.02%

return, since fund started

Lifestages High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$162,747,878
Annual Fee	1.14%
Return since Fund Started	6.02%
Date Fund Started	2015-10-14

Select Fund

6.02%

return, since fund started

Lifestages Auto Option Age 0 34

at 65 years of age

Retirement Balance
Value of Fund	$19,149,265
Annual Fee	1.14%
Return since Fund Started	6.02%
Date Fund Started	2015-10-14

Select Fund

5.79%

return, since fund started

Amp Balanced Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$332,961,930
Annual Fee	1.15%
Return since Fund Started	5.79%
Date Fund Started	2007-10-01

Select Fund

5.79%

return, since fund started

Amp Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$973,292,566
Annual Fee	1.15%
Return since Fund Started	5.79%
Date Fund Started	2007-10-01

Select Fund

6.36%

return, since fund started

Asb Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,142,969
Annual Fee	1.15%
Return since Fund Started	6.36%
Date Fund Started	2016-07-28

Select Fund

3.42%

return, since fund started

Asset Class Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$22,708,325
Annual Fee	1.15%
Return since Fund Started	3.42%
Date Fund Started	2014-07-01

Select Fund

11.40%

return, since fund started

Milford Active Growth Wholesale Fund

at 65 years of age

Retirement Balance
Value of Fund	$157,880,531
Annual Fee	1.16%
Return since Fund Started	11.40%
Date Fund Started	2009-05-01

Select Fund

6.62%

return, since fund started

Amp Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$746,195,685
Annual Fee	1.16%
Return since Fund Started	6.62%
Date Fund Started	2007-10-01

Select Fund

6.62%

return, since fund started

Amp Growth Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$216,879,088
Annual Fee	1.16%
Return since Fund Started	6.62%
Date Fund Started	2007-10-01

Select Fund

9.27%

return, since fund started

Glidepath Age 25

at 65 years of age

Retirement Balance
Value of Fund	$611,611
Annual Fee	1.17%
Return since Fund Started	9.27%
Date Fund Started	2014-07-01

Select Fund

8.82%

return, since fund started

Equity Fund

at 65 years of age

Retirement Balance
Value of Fund	$166,580,584
Annual Fee	1.17%
Return since Fund Started	8.82%
Date Fund Started	2007-10-01

Select Fund

7.59%

return, since fund started

Anz Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$271,956,639
Annual Fee	1.17%
Return since Fund Started	7.59%
Date Fund Started	2007-10-01

Select Fund

7.19%

return, since fund started

Amp International Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,622,405
Annual Fee	1.17%
Return since Fund Started	7.19%
Date Fund Started	2016-07-28

Select Fund

9.02%

return, since fund started

Russell LifepointsÂ® Target Date 2045 Fund

at 65 years of age

Retirement Balance
Value of Fund	$20,393,534
Annual Fee	1.18%
Return since Fund Started	9.02%
Date Fund Started	2007-09-30

Select Fund

7.31%

return, since fund started

Glidepath Age 50

at 65 years of age

Retirement Balance
Value of Fund	$3,582,487
Annual Fee	1.19%
Return since Fund Started	7.31%
Date Fund Started	2017-10-31

Select Fund

1.43%

return, since fund started

Amp Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,264,336
Annual Fee	1.19%
Return since Fund Started	1.43%
Date Fund Started	2016-07-28

Select Fund

8.87%

return, since fund started

Russell LifepointsÂ® Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$49,068,006
Annual Fee	1.20%
Return since Fund Started	8.87%
Date Fund Started	2007-09-30

Select Fund

9.73%

return, since fund started

Russell LifepointsÂ® Target Date 2055 Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,361,418
Annual Fee	1.21%
Return since Fund Started	9.73%
Date Fund Started	2016-02-19

Select Fund

5.86%

return, since fund started

Trans Tasman Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$10,218,957
Annual Fee	1.22%
Return since Fund Started	5.86%
Date Fund Started	2010-05-21

Select Fund

1.40%

return, since fund started

Asset Class Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$17,217,202
Annual Fee	1.22%
Return since Fund Started	1.40%
Date Fund Started	2017-09-29

Select Fund

9.03%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,180,824,366
Annual Fee	1.23%
Return since Fund Started	9.03%
Date Fund Started	2007-10-02

Select Fund

7.79%

return, since fund started

Glidepath Age 30

at 65 years of age

Retirement Balance
Value of Fund	$1,739,474
Annual Fee	1.23%
Return since Fund Started	7.79%
Date Fund Started	2017-10-31

Select Fund

4.03%

return, since fund started

Stepping Stones Growth 65+

at 65 years of age

Retirement Balance
Value of Fund	$600,246
Annual Fee	1.23%
Return since Fund Started	4.03%
Date Fund Started	2016-09-06

Select Fund

4.89%

return, since fund started

Stepping Stones 65+

at 65 years of age

Retirement Balance
Value of Fund	$3,101,558
Annual Fee	1.23%
Return since Fund Started	4.89%
Date Fund Started	2013-04-16

Select Fund

4.89%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$400,708,814
Annual Fee	1.23%
Return since Fund Started	4.89%
Date Fund Started	2013-04-16

Select Fund

4.34%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$537,974,841
Annual Fee	1.24%
Return since Fund Started	4.34%
Date Fund Started	2007-10-01

Select Fund

7.39%

return, since fund started

Socially Responsible Investment Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$85,434,682
Annual Fee	1.25%
Return since Fund Started	7.39%
Date Fund Started	2014-07-01

Select Fund

5.19%

return, since fund started

Stepping Stones 61 64

at 65 years of age

Retirement Balance
Value of Fund	$8,207,668
Annual Fee	1.25%
Return since Fund Started	5.19%
Date Fund Started	2013-04-16

Select Fund

4.39%

return, since fund started

Stepping Stones Growth 61 64

at 65 years of age

Retirement Balance
Value of Fund	$2,130,092
Annual Fee	1.25%
Return since Fund Started	4.39%
Date Fund Started	2016-09-06

Select Fund

5.48%

return, since fund started

Stepping Stones 56 60

at 65 years of age

Retirement Balance
Value of Fund	$13,808,368
Annual Fee	1.27%
Return since Fund Started	5.48%
Date Fund Started	2013-04-16

Select Fund

7.08%

return, since fund started

Amp Aggressive Fund

at 65 years of age

Retirement Balance
Value of Fund	$363,817,135
Annual Fee	1.27%
Return since Fund Started	7.08%
Date Fund Started	2007-10-01

Select Fund

7.08%

return, since fund started

Amp Aggressive Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$106,295,279
Annual Fee	1.27%
Return since Fund Started	7.08%
Date Fund Started	2007-10-01

Select Fund

8.88%

return, since fund started

Milford Kiwisaver Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$410,556,594
Annual Fee	1.28%
Return since Fund Started	8.88%
Date Fund Started	2010-04-01

Select Fund

5.93%

return, since fund started

Mercer Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$51,050,142
Annual Fee	1.28%
Return since Fund Started	5.93%
Date Fund Started	2007-10-01

Select Fund

5.89%

return, since fund started

Anz Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$26,764,786
Annual Fee	1.28%
Return since Fund Started	5.89%
Date Fund Started	2016-07-28

Select Fund

4.53%

return, since fund started

Asset Class Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$75,663,434
Annual Fee	1.29%
Return since Fund Started	4.53%
Date Fund Started	2014-07-01

Select Fund

6.57%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$359,302,747
Annual Fee	1.30%
Return since Fund Started	6.57%
Date Fund Started	2010-04-28

Select Fund

7.16%

return, since fund started

Nikko Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$10,897,529
Annual Fee	1.30%
Return since Fund Started	7.16%
Date Fund Started	2007-10-31

Select Fund

7.74%

return, since fund started

Socially Responsible Investment High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$103,258,000
Annual Fee	1.30%
Return since Fund Started	7.74%
Date Fund Started	2010-05-21

Select Fund

5.77%

return, since fund started

Shielded Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,248,822
Annual Fee	1.33%
Return since Fund Started	5.77%
Date Fund Started	2018-05-31

Select Fund

5.79%

return, since fund started

Stepping Stones Growth 56 60

at 65 years of age

Retirement Balance
Value of Fund	$11,181,971
Annual Fee	1.34%
Return since Fund Started	5.79%
Date Fund Started	2016-09-06

Select Fund

6.24%

return, since fund started

Stepping Stones 46 55

at 65 years of age

Retirement Balance
Value of Fund	$32,579,148
Annual Fee	1.34%
Return since Fund Started	6.24%
Date Fund Started	2013-04-16

Select Fund

3.86%

return, since fund started

High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$396,289,475
Annual Fee	1.35%
Return since Fund Started	3.86%
Date Fund Started	2007-10-01

Select Fund

4.20%

return, since fund started

Amp Ethical Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$14,343,272
Annual Fee	1.35%
Return since Fund Started	4.20%
Date Fund Started	2016-07-28

Select Fund

6.71%

return, since fund started

Nikko Am Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$20,150,313
Annual Fee	1.36%
Return since Fund Started	6.71%
Date Fund Started	2016-07-28

Select Fund

6.95%

return, since fund started

Nikko Am Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$80,844,257
Annual Fee	1.36%
Return since Fund Started	6.95%
Date Fund Started	2007-10-01

Select Fund

8.15%

return, since fund started

International Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,531,471
Annual Fee	1.38%
Return since Fund Started	8.15%
Date Fund Started	2010-05-21

Select Fund

9.15%

return, since fund started

Sustainable International Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$12,489,920
Annual Fee	1.40%
Return since Fund Started	9.15%
Date Fund Started	2008-08-25

Select Fund

7.10%

return, since fund started

Stepping Stones Growth 51 55

at 65 years of age

Retirement Balance
Value of Fund	$12,722,721
Annual Fee	1.42%
Return since Fund Started	7.10%
Date Fund Started	2016-09-06

Select Fund

7.25%

return, since fund started

Stepping Stones 36 45

at 65 years of age

Retirement Balance
Value of Fund	$26,196,118
Annual Fee	1.42%
Return since Fund Started	7.25%
Date Fund Started	2013-04-16

Select Fund

7.86%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$686,871,006
Annual Fee	1.45%
Return since Fund Started	7.86%
Date Fund Started	2013-04-16

Select Fund

7.56%

return, since fund started

Stepping Stones Growth 0 50

at 65 years of age

Retirement Balance
Value of Fund	$37,366,035
Annual Fee	1.45%
Return since Fund Started	7.56%
Date Fund Started	2016-09-06

Select Fund

8.26%

return, since fund started

Stepping Stones 0 35

at 65 years of age

Retirement Balance
Value of Fund	$27,326,600
Annual Fee	1.51%
Return since Fund Started	8.26%
Date Fund Started	2013-04-16

Select Fund

10.75%

return, since fund started

Cpp Fund No. 5

at 65 years of age

Retirement Balance
Value of Fund	$18,811,426
Annual Fee	1.53%
Return since Fund Started	10.75%
Date Fund Started	2012-10-03

Select Fund

11.06%

return, since fund started

Cpp Fund No. 4

at 65 years of age

Retirement Balance
Value of Fund	$23,069,262
Annual Fee	1.53%
Return since Fund Started	11.06%
Date Fund Started	2011-10-03

Select Fund

9.42%

return, since fund started

Cpp Fund No. 3

at 65 years of age

Retirement Balance
Value of Fund	$16,064,120
Annual Fee	1.53%
Return since Fund Started	9.42%
Date Fund Started	2010-10-07

Select Fund

8.66%

return, since fund started

Focused Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$884,433,410
Annual Fee	1.56%
Return since Fund Started	8.66%
Date Fund Started	2013-04-16

Select Fund

5.27%

return, since fund started

Guaranteed Income Fund

at 65 years of age

Retirement Balance
Value of Fund	$11,309,917
Annual Fee	1.59%
Return since Fund Started	5.27%
Date Fund Started	2017-10-24

Select Fund

3.48%

return, since fund started

Lifestages Capital Stable Portfolio

at 65 years of age

Retirement Balance
Value of Fund	$137,071,259
Annual Fee	1.64%
Return since Fund Started	3.48%
Date Fund Started	2007-09-30

Select Fund

8.69%

return, since fund started

Geared Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$98,127,224
Annual Fee	1.68%
Return since Fund Started	8.69%
Date Fund Started	2009-07-15

Select Fund

4.28%

return, since fund started

Lifecycle Age 75

at 65 years of age

Retirement Balance
Value of Fund	$419,515
Annual Fee	1.68%
Return since Fund Started	4.28%
Date Fund Started	2010-11-01

Select Fund

1.57%

return, since fund started

Amp Global Multi Asset Fund

at 65 years of age

Retirement Balance
Value of Fund	$12,524,713
Annual Fee	1.70%
Return since Fund Started	1.57%
Date Fund Started	2016-07-28

Select Fund

4.49%

return, since fund started

Lifecycle Age 65

at 65 years of age

Retirement Balance
Value of Fund	$7,100,829
Annual Fee	1.76%
Return since Fund Started	4.49%
Date Fund Started	2010-11-01

Select Fund

4.33%

return, since fund started

Inflation Strategy

at 65 years of age

Retirement Balance
Value of Fund	$57,869,868
Annual Fee	1.82%
Return since Fund Started	4.33%
Date Fund Started	2010-11-01

Select Fund

5.27%

return, since fund started

Lifecycle Age 0 54

at 65 years of age

Retirement Balance
Value of Fund	$160,413,836
Annual Fee	2.05%
Return since Fund Started	5.27%
Date Fund Started	2010-11-01

Select Fund

8.85%

return, since fund started

Amanah Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,029,369
Annual Fee	2.07%
Return since Fund Started	8.85%
Date Fund Started	2014-03-24

Select Fund

5.47%

return, since fund started

Growth Strategy

at 65 years of age

Retirement Balance
Value of Fund	$213,204,038
Annual Fee	2.13%
Return since Fund Started	5.47%
Date Fund Started	2010-11-01

Select Fund

Google Rating

4.5

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I found Glimp when I was looking for Internet Providers that I would have to sit through and compare myself. I at first thought Glimp was an Internet provider but then I was pleasantly surprised when they came up as a website solely for comparing all sorts of different things so the customer could find the best deal. I found my new Internet provider on there and even found out I could be with a better Power company then the one I am with now. Very Useful and I recommend Glimp to the bargain hunters!

Rayne Nicholas , 2021-01-19

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4.76%

1.94%

1.94%

6.47%

8.27%

1.85%

1.83%

6.48%

1.87%

12.13%

1.78%

1.89%

4.33%

3.90%

4.49%

3.03%

4.75%

4.21%

-0.42%

3.18%

4.06%

2.29%

4.43%

4.46%

4.06%

9.06%

2.16%

3.91%

3.66%

4.62%

5.46%

4.98%

12.59%

4.50%

3.82%

8.70%

8.56%

8.25%

4.71%

4.18%

8.35%

2.64%

3.84%

12.63%

3.96%

-1.29%

11.22%

12.17%

2.97%

8.94%

14.72%

0.41%

-2.14%

3.18%

7.06%

1.66%

11.27%

5.38%

5.76%

6.60%

5.31%

5.79%

5.96%

6.56%

5.41%

6.07%

6.07%

1.97%

7.96%

6.49%