KiwiSaver Calculator: Compare Schemes, Funds, Fees, Rates

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Featured Fund

33.60%

return for year ending 31st March 2021

Kōura Aggressive Fund

at 65 years of age

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

Select Fund

Featured Fund

30.18%

return for year ending 31st March 2021

Kōura Growth Fund

at 65 years of age

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

Select Fund

Featured Fund

23.33%

return for year ending 31st March 2021

Kōura Balanced Fund

at 65 years of age

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

Select Fund

Featured Fund

9.65%

return for year ending 31st March 2021

Kōura Conservative Fund

at 65 years of age

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

Select Fund

4.92%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$146,958,682
Annual Fee	0.27%
Return since Fund Started	4.92%
Date Fund Started	2016-09-01

Select Fund

1.91%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$787,147,175
Annual Fee	0.27%
Return since Fund Started	1.91%
Date Fund Started	2008-08-12

Select Fund

1.91%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$22,566,369
Annual Fee	0.28%
Return since Fund Started	1.91%
Date Fund Started	2007-11-15

Select Fund

8.77%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$952,413,786
Annual Fee	0.29%
Return since Fund Started	8.77%
Date Fund Started	2016-09-01

Select Fund

6.87%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$247,993,448
Annual Fee	0.29%
Return since Fund Started	6.87%
Date Fund Started	2016-09-01

Select Fund

1.83%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$64,957,788
Annual Fee	0.29%
Return since Fund Started	1.83%
Date Fund Started	2007-10-01

Select Fund

1.79%

return, since fund started

Bnz Kiwisaver Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$244,881,062
Annual Fee	0.30%
Return since Fund Started	1.79%
Date Fund Started	2013-02-11

Select Fund

9.68%

return, since fund started

Juno Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$34,898,918
Annual Fee	0.34%
Return since Fund Started	9.68%
Date Fund Started	2018-08-01

Select Fund

16.90%

return, since fund started

Juno Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$180,080,732
Annual Fee	0.35%
Return since Fund Started	16.90%
Date Fund Started	2018-08-01

Select Fund

1.83%

return, since fund started

Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$535,117,352
Annual Fee	0.35%
Return since Fund Started	1.83%
Date Fund Started	2007-10-01

Select Fund

1.74%

return, since fund started

Nz Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$733,149,389
Annual Fee	0.35%
Return since Fund Started	1.74%
Date Fund Started	2007-10-02

Select Fund

1.83%

return, since fund started

Mercer Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$32,501,740
Annual Fee	0.36%
Return since Fund Started	1.83%
Date Fund Started	2007-10-01

Select Fund

4.42%

return, since fund started

Default Saver Fund

at 65 years of age

Retirement Balance
Value of Fund	$110,760,025
Annual Fee	0.38%
Return since Fund Started	4.42%
Date Fund Started	2014-07-01

Select Fund

3.84%

return, since fund started

Amp Default Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,382,538,682
Annual Fee	0.39%
Return since Fund Started	3.84%
Date Fund Started	2007-10-01

Select Fund

4.30%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,189,256,206
Annual Fee	0.40%
Return since Fund Started	4.30%
Date Fund Started	2007-10-02

Select Fund

4.57%

return, since fund started

Juno Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,244,454
Annual Fee	0.42%
Return since Fund Started	4.57%
Date Fund Started	2018-08-01

Select Fund

4.66%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,211,034,248
Annual Fee	0.46%
Return since Fund Started	4.66%
Date Fund Started	2007-10-01

Select Fund

4.33%

return, since fund started

Default Fund

at 65 years of age

Retirement Balance
Value of Fund	$339,827,739
Annual Fee	0.47%
Return since Fund Started	4.33%
Date Fund Started	2014-07-02

Select Fund

-0.26%

return, since fund started

Uk Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$696,335
Annual Fee	0.49%
Return since Fund Started	-0.26%
Date Fund Started	2012-03-26

Select Fund

3.19%

return, since fund started

Bnz Kiwisaver First Home Buyer Fund

at 65 years of age

Retirement Balance
Value of Fund	$206,382,095
Annual Fee	0.50%
Return since Fund Started	3.19%
Date Fund Started	2015-09-15

Select Fund

4.09%

return, since fund started

Bnz Kiwisaver Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$889,821,062
Annual Fee	0.51%
Return since Fund Started	4.09%
Date Fund Started	2013-02-11

Select Fund

2.23%

return, since fund started

Nz Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$88,319,132
Annual Fee	0.52%
Return since Fund Started	2.23%
Date Fund Started	2007-10-08

Select Fund

9.91%

return, since fund started

Us 500 Fund

at 65 years of age

Retirement Balance
Value of Fund	$13,590,021
Annual Fee	0.54%
Return since Fund Started	9.91%
Date Fund Started	2015-09-21

Select Fund

4.40%

return, since fund started

Nz Bonds Fund

at 65 years of age

Retirement Balance
Value of Fund	$38,472,417
Annual Fee	0.54%
Return since Fund Started	4.40%
Date Fund Started	2007-10-24

Select Fund

4.47%

return, since fund started

Cash Enhanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$725,502,774
Annual Fee	0.54%
Return since Fund Started	4.47%
Date Fund Started	2007-10-01

Select Fund

3.77%

return, since fund started

Overseas Non Government Bonds Fund

at 65 years of age

Retirement Balance
Value of Fund	$17,242,649
Annual Fee	0.54%
Return since Fund Started	3.77%
Date Fund Started	2007-10-24

Select Fund

2.11%

return, since fund started

Cash

at 65 years of age

Retirement Balance
Value of Fund	$319,594,655
Annual Fee	0.55%
Return since Fund Started	2.11%
Date Fund Started	2012-09-12

Select Fund

3.95%

return, since fund started

Superlife Income Fund

at 65 years of age

Retirement Balance
Value of Fund	$136,095,701
Annual Fee	0.56%
Return since Fund Started	3.95%
Date Fund Started	2013-09-15

Select Fund

3.72%

return, since fund started

Superlife Age Steps Age 80

at 65 years of age

Retirement Balance
Value of Fund	$3,805
Annual Fee	0.56%
Return since Fund Started	3.72%
Date Fund Started	2013-09-15

Select Fund

5.73%

return, since fund started

Us Large Value Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,425,556
Annual Fee	0.57%
Return since Fund Started	5.73%
Date Fund Started	2015-09-21

Select Fund

4.47%

return, since fund started

Mercer Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,185,063,190
Annual Fee	0.57%
Return since Fund Started	4.47%
Date Fund Started	2007-10-01

Select Fund

14.20%

return, since fund started

Us Large Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$14,938,345
Annual Fee	0.57%
Return since Fund Started	14.20%
Date Fund Started	2015-09-21

Select Fund

4.35%

return, since fund started

Us Small Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,606,319
Annual Fee	0.57%
Return since Fund Started	4.35%
Date Fund Started	2015-09-21

Select Fund

4.63%

return, since fund started

Superlife Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$24,412,231
Annual Fee	0.57%
Return since Fund Started	4.63%
Date Fund Started	2010-11-15

Select Fund

5.87%

return, since fund started

Us Mid Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,028,256
Annual Fee	0.57%
Return since Fund Started	5.87%
Date Fund Started	2015-09-21

Select Fund

4.90%

return, since fund started

Superlife Age Steps Age 70

at 65 years of age

Retirement Balance
Value of Fund	$2,678,268
Annual Fee	0.58%
Return since Fund Started	4.90%
Date Fund Started	2013-09-15

Select Fund

7.92%

return, since fund started

Global Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$14,709,154
Annual Fee	0.58%
Return since Fund Started	7.92%
Date Fund Started	2007-10-24

Select Fund

8.51%

return, since fund started

Overseas Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$21,033,541
Annual Fee	0.58%
Return since Fund Started	8.51%
Date Fund Started	2007-10-24

Select Fund

8.42%

return, since fund started

Overseas Shares (Currency Hedged) Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,944,287
Annual Fee	0.58%
Return since Fund Started	8.42%
Date Fund Started	2007-10-24

Select Fund

-1.74%

return, since fund started

Australian Dividend Fund

at 65 years of age

Retirement Balance
Value of Fund	$685,323
Annual Fee	0.59%
Return since Fund Started	-1.74%
Date Fund Started	2015-09-21

Select Fund

3.21%

return, since fund started

Australian Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,097,903
Annual Fee	0.59%
Return since Fund Started	3.21%
Date Fund Started	2007-10-24

Select Fund

3.86%

return, since fund started

New Zealand Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$11,609,976
Annual Fee	0.59%
Return since Fund Started	3.86%
Date Fund Started	2007-10-01

Select Fund

3.60%

return, since fund started

Overseas Bonds Fund

at 65 years of age

Retirement Balance
Value of Fund	$8,766,618
Annual Fee	0.59%
Return since Fund Started	3.60%
Date Fund Started	2007-10-24

Select Fund

0.76%

return, since fund started

Europe Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,487,905
Annual Fee	0.59%
Return since Fund Started	0.76%
Date Fund Started	2015-09-21

Select Fund

9.64%

return, since fund started

Australian Mid Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,607,832
Annual Fee	0.59%
Return since Fund Started	9.64%
Date Fund Started	2015-01-19

Select Fund

12.03%

return, since fund started

Nz Top 50 Fund

at 65 years of age

Retirement Balance
Value of Fund	$48,520,955
Annual Fee	0.59%
Return since Fund Started	12.03%
Date Fund Started	2015-01-19

Select Fund

10.68%

return, since fund started

Nz Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$8,527,142
Annual Fee	0.59%
Return since Fund Started	10.68%
Date Fund Started	2015-11-11

Select Fund

-3.08%

return, since fund started

Australian Financials Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,448,863
Annual Fee	0.59%
Return since Fund Started	-3.08%
Date Fund Started	2015-09-21

Select Fund

10.67%

return, since fund started

Australian Resources Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,273,134
Annual Fee	0.59%
Return since Fund Started	10.67%
Date Fund Started	2015-09-21

Select Fund

3.73%

return, since fund started

Australian Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,451,902
Annual Fee	0.59%
Return since Fund Started	3.73%
Date Fund Started	2015-09-21

Select Fund

13.48%

return, since fund started

Nz Top 10 Fund

at 65 years of age

Retirement Balance
Value of Fund	$8,102,819
Annual Fee	0.59%
Return since Fund Started	13.48%
Date Fund Started	2015-09-21

Select Fund

14.25%

return, since fund started

Nz Mid Cap Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,232,907
Annual Fee	0.59%
Return since Fund Started	14.25%
Date Fund Started	2015-09-21

Select Fund

8.31%

return, since fund started

Nz Dividend Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,123,808
Annual Fee	0.59%
Return since Fund Started	8.31%
Date Fund Started	2015-09-21

Select Fund

3.60%

return, since fund started

Asia Pacific Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,131,351
Annual Fee	0.59%
Return since Fund Started	3.60%
Date Fund Started	2015-09-21

Select Fund

2.26%

return, since fund started

Australian Top 20 Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,082,046
Annual Fee	0.59%
Return since Fund Started	2.26%
Date Fund Started	2015-09-21

Select Fund

1.60%

return, since fund started

Amp Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$115,755,531
Annual Fee	0.59%
Return since Fund Started	1.60%
Date Fund Started	2007-10-01

Select Fund

11.51%

return, since fund started

Nz Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$26,163,952
Annual Fee	0.59%
Return since Fund Started	11.51%
Date Fund Started	2007-10-24

Select Fund

6.18%

return, since fund started

Total World Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,873,089
Annual Fee	0.60%
Return since Fund Started	6.18%
Date Fund Started	2015-09-21

Select Fund

5.43%

return, since fund started

Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,036,980,798
Annual Fee	0.60%
Return since Fund Started	5.43%
Date Fund Started	2007-10-02

Select Fund

6.39%

return, since fund started

Superlife Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$46,122,565
Annual Fee	0.60%
Return since Fund Started	6.39%
Date Fund Started	2009-02-23

Select Fund

5.58%

return, since fund started

Superlife Age Steps Age 60

at 65 years of age

Retirement Balance
Value of Fund	$13,824,494
Annual Fee	0.60%
Return since Fund Started	5.58%
Date Fund Started	2013-09-15

Select Fund

6.32%

return, since fund started

Superlife Age Steps Age 50

at 65 years of age

Retirement Balance
Value of Fund	$14,952,514
Annual Fee	0.61%
Return since Fund Started	6.32%
Date Fund Started	2013-09-15

Select Fund

6.19%

return, since fund started

Superlife Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$25,778,899
Annual Fee	0.61%
Return since Fund Started	6.19%
Date Fund Started	2013-09-16

Select Fund

6.71%

return, since fund started

Bnz Kiwisaver Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$544,656,849
Annual Fee	0.62%
Return since Fund Started	6.71%
Date Fund Started	2013-02-11

Select Fund

5.50%

return, since fund started

Bnz Kiwisaver Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$611,298,380
Annual Fee	0.62%
Return since Fund Started	5.50%
Date Fund Started	2013-02-11

Select Fund

1.94%

return, since fund started

Preservation Fund

at 65 years of age

Retirement Balance
Value of Fund	$34,890,681
Annual Fee	0.62%
Return since Fund Started	1.94%
Date Fund Started	2007-10-01

Select Fund

6.46%

return, since fund started

Superlife Age Steps Age 40

at 65 years of age

Retirement Balance
Value of Fund	$9,198,398
Annual Fee	0.62%
Return since Fund Started	6.46%
Date Fund Started	2013-09-15

Select Fund

6.46%

return, since fund started

Superlife Age Steps Age 30

at 65 years of age

Retirement Balance
Value of Fund	$4,477,721
Annual Fee	0.62%
Return since Fund Started	6.46%
Date Fund Started	2013-09-15

Select Fund

8.15%

return, since fund started

Bnz Kiwisaver Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$790,089,493
Annual Fee	0.63%
Return since Fund Started	8.15%
Date Fund Started	2013-02-11

Select Fund

6.97%

return, since fund started

Superlife High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$389,968,354
Annual Fee	0.63%
Return since Fund Started	6.97%
Date Fund Started	2013-09-15

Select Fund

6.87%

return, since fund started

Superlife Age Steps Age 20

at 65 years of age

Retirement Balance
Value of Fund	$1,667,565
Annual Fee	0.63%
Return since Fund Started	6.87%
Date Fund Started	2013-09-15

Select Fund

4.71%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,905,268,926
Annual Fee	0.64%
Return since Fund Started	4.71%
Date Fund Started	2007-10-01

Select Fund

6.88%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,156,826,620
Annual Fee	0.65%
Return since Fund Started	6.88%
Date Fund Started	2007-10-02

Select Fund

4.20%

return, since fund started

Mercer Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$159,720,514
Annual Fee	0.69%
Return since Fund Started	4.20%
Date Fund Started	2015-02-18

Select Fund

6.79%

return, since fund started

Ethica Fund

at 65 years of age

Retirement Balance
Value of Fund	$43,428,673
Annual Fee	0.70%
Return since Fund Started	6.79%
Date Fund Started	2008-03-31

Select Fund

7.94%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,374,991,745
Annual Fee	0.70%
Return since Fund Started	7.94%
Date Fund Started	2007-10-02

Select Fund

5.34%

return, since fund started

Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$666,758,816
Annual Fee	0.72%
Return since Fund Started	5.34%
Date Fund Started	2014-07-02

Select Fund

0.86%

return, since fund started

Summer New Zealand Cash

at 65 years of age

Retirement Balance
Value of Fund	$5,741,634
Annual Fee	0.72%
Return since Fund Started	0.86%
Date Fund Started	2016-09-19

Select Fund

4.18%

return, since fund started

Default

at 65 years of age

Retirement Balance
Value of Fund	$320,786,894
Annual Fee	0.73%
Return since Fund Started	4.18%
Date Fund Started	2014-07-01

Select Fund

0.96%

return, since fund started

Emerging Markets Fund

at 65 years of age

Retirement Balance
Value of Fund	$13,760,772
Annual Fee	0.73%
Return since Fund Started	0.96%
Date Fund Started	2011-01-28

Select Fund

1.60%

return, since fund started

Anz Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,921,311
Annual Fee	0.73%
Return since Fund Started	1.60%
Date Fund Started	2007-09-30

Select Fund

return, since fund started

Summer Conservative Selection

at 65 years of age

Retirement Balance
Value of Fund	$10,326,427
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	$126,667,679
Annual Fee	0.75%
Return since Fund Started	2.54%
Date Fund Started	2012-06-01

Select Fund

1.94%

return, since fund started

Nikko Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,919,329
Annual Fee	0.77%
Return since Fund Started	1.94%
Date Fund Started	2007-10-31

Select Fund

3.30%

return, since fund started

International Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,626,244
Annual Fee	0.78%
Return since Fund Started	3.30%
Date Fund Started	2007-10-01

Select Fund

6.90%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,749,646,762
Annual Fee	0.79%
Return since Fund Started	6.90%
Date Fund Started	2007-10-01

Select Fund

6.10%

return, since fund started

Mercer Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$448,492,493
Annual Fee	0.79%
Return since Fund Started	6.10%
Date Fund Started	2007-10-01

Select Fund

3.02%

return, since fund started

Amp New Zealand Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,744,400
Annual Fee	0.81%
Return since Fund Started	3.02%
Date Fund Started	2016-07-28

Select Fund

2.36%

return, since fund started

Enhanced Cash Fund

at 65 years of age

Retirement Balance
Value of Fund	$37,863,407
Annual Fee	0.82%
Return since Fund Started	2.36%
Date Fund Started	2007-10-01

Select Fund

2.76%

return, since fund started

Summer Global Fixed Interest

at 65 years of age

Retirement Balance
Value of Fund	$1,026,030
Annual Fee	0.83%
Return since Fund Started	2.76%
Date Fund Started	2016-09-19

Select Fund

3.10%

return, since fund started

Summer New Zealand Fixed Interest

at 65 years of age

Retirement Balance
Value of Fund	$9,966,858
Annual Fee	0.83%
Return since Fund Started	3.10%
Date Fund Started	2016-09-19

Select Fund

4.56%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$501,726,312
Annual Fee	0.85%
Return since Fund Started	4.56%
Date Fund Started	2007-10-01

Select Fund

4.53%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,209,433,089
Annual Fee	0.85%
Return since Fund Started	4.53%
Date Fund Started	2007-10-01

Select Fund

8.10%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,738,232,550
Annual Fee	0.86%
Return since Fund Started	8.10%
Date Fund Started	2007-10-01

Select Fund

9.58%

return, since fund started

Amp Passive International Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,648,883
Annual Fee	0.88%
Return since Fund Started	9.58%
Date Fund Started	2016-07-28

Select Fund

2.09%

return, since fund started

Lifestages Income Fund

at 65 years of age

Retirement Balance
Value of Fund	$111,935,584
Annual Fee	0.88%
Return since Fund Started	2.09%
Date Fund Started	2015-10-14

Select Fund

4.50%

return, since fund started

Glidepath Age 75

at 65 years of age

Retirement Balance
Value of Fund	$119,929
Annual Fee	0.89%
Return since Fund Started	4.50%
Date Fund Started	2014-07-01

Select Fund

5.99%

return, since fund started

Mercer Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$134,679,323
Annual Fee	0.89%
Return since Fund Started	5.99%
Date Fund Started	2015-02-18

Select Fund

4.08%

return, since fund started

Summer Australian Equities

at 65 years of age

Retirement Balance
Value of Fund	$8,246,240
Annual Fee	0.90%
Return since Fund Started	4.08%
Date Fund Started	2016-09-19

Select Fund

4.60%

return, since fund started

Conservative

at 65 years of age

Retirement Balance
Value of Fund	$944,338,776
Annual Fee	0.90%
Return since Fund Started	4.60%
Date Fund Started	2007-10-01

Select Fund

11.21%

return, since fund started

Summer New Zealand Equities

at 65 years of age

Retirement Balance
Value of Fund	$15,304,124
Annual Fee	0.90%
Return since Fund Started	11.21%
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	$27,867,728
Annual Fee	0.90%
Return since Fund Started
Date Fund Started	2019-04-08

Select Fund

6.85%

return, since fund started

Summer Balanced Selection

at 65 years of age

Retirement Balance
Value of Fund	$108,096,661
Annual Fee	0.90%
Return since Fund Started	6.85%
Date Fund Started	2016-09-19

Select Fund

5.73%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$218,984,841
Annual Fee	0.90%
Return since Fund Started	5.73%
Date Fund Started	2007-10-01

Select Fund

8.19%

return, since fund started

Summer Listed Property

at 65 years of age

Retirement Balance
Value of Fund	$7,870,227
Annual Fee	0.90%
Return since Fund Started	8.19%
Date Fund Started	2016-09-19

Select Fund

12.18%

return, since fund started

Summer Global Equities

at 65 years of age

Retirement Balance
Value of Fund	$20,658,725
Annual Fee	0.90%
Return since Fund Started	12.18%
Date Fund Started	2016-09-19

Select Fund

1.52%

return, since fund started

Capital Guaranteed Fund

at 65 years of age

Retirement Balance
Value of Fund	$62,580,516
Annual Fee	0.90%
Return since Fund Started	1.52%
Date Fund Started	2014-07-01

Select Fund

5.58%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$73,578,014
Annual Fee	0.91%
Return since Fund Started	5.58%
Date Fund Started	2007-10-01

Select Fund

5.71%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,367,451,062
Annual Fee	0.91%
Return since Fund Started	5.71%
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	$170,417,636
Annual Fee	0.92%
Return since Fund Started	4.76%
Date Fund Started	2007-10-01

Select Fund

7.89%

return, since fund started

Mercer Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$33,034,768
Annual Fee	0.93%
Return since Fund Started	7.89%
Date Fund Started	2015-02-18

Select Fund

5.09%

return, since fund started

Glidepath Age 65

at 65 years of age

Retirement Balance
Value of Fund	$2,261,478
Annual Fee	0.93%
Return since Fund Started	5.09%
Date Fund Started	2014-07-01

Select Fund

7.82%

return, since fund started

Mercer High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$216,499,035
Annual Fee	0.93%
Return since Fund Started	7.82%
Date Fund Started	2007-10-01

Select Fund

4.75%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,001,104,872
Annual Fee	0.94%
Return since Fund Started	4.75%
Date Fund Started	2009-06-12

Select Fund

6.60%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$976,861,822
Annual Fee	0.95%
Return since Fund Started	6.60%
Date Fund Started	2007-10-01

Select Fund

6.86%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$629,248,311
Annual Fee	0.95%
Return since Fund Started	6.86%
Date Fund Started	2007-10-01

Select Fund

6.92%

return, since fund started

Milford Kiwisaver Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$190,477,570
Annual Fee	0.95%
Return since Fund Started	6.92%
Date Fund Started	2012-10-01

Select Fund

1.94%

return, since fund started

Amp International Fixed Interest Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,321,674
Annual Fee	0.95%
Return since Fund Started	1.94%
Date Fund Started	2016-07-28

Select Fund

3.29%

return, since fund started

Lifestages Auto Option Age 65+

at 65 years of age

Retirement Balance
Value of Fund	$4,832,831
Annual Fee	0.95%
Return since Fund Started	3.29%
Date Fund Started	2015-10-14

Select Fund

6.86%

return, since fund started

Glidepath Age 55

at 65 years of age

Retirement Balance
Value of Fund	$5,770,189
Annual Fee	0.96%
Return since Fund Started	6.86%
Date Fund Started	2014-07-01

Select Fund

6.81%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,749,549,765
Annual Fee	0.96%
Return since Fund Started	6.81%
Date Fund Started	2007-10-01

Select Fund

6.59%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$191,807,972
Annual Fee	0.96%
Return since Fund Started	6.59%
Date Fund Started	2007-10-01

Select Fund

4.85%

return, since fund started

Glidepath Age 75

at 65 years of age

Retirement Balance
Value of Fund	$286,913
Annual Fee	0.97%
Return since Fund Started	4.85%
Date Fund Started	2017-10-31

Select Fund

3.76%

return, since fund started

Lifestages Auto Option Age 55 64

at 65 years of age

Retirement Balance
Value of Fund	$20,720,647
Annual Fee	0.98%
Return since Fund Started	3.76%
Date Fund Started	2015-10-14

Select Fund

5.52%

return, since fund started

Russell Lifepointsâ® Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$78,812,872
Annual Fee	0.99%
Return since Fund Started	5.52%
Date Fund Started	2007-09-30

Select Fund

5.67%

return, since fund started

Russell Lifepointsâ® Target Date 2015 Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,803,328
Annual Fee	0.99%
Return since Fund Started	5.67%
Date Fund Started	2007-09-30

Select Fund

3.82%

return, since fund started

Amp Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$432,815,107
Annual Fee	0.99%
Return since Fund Started	3.82%
Date Fund Started	2007-10-01

Select Fund

3.82%

return, since fund started

Amp Conservative Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$161,644,931
Annual Fee	0.99%
Return since Fund Started	3.82%
Date Fund Started	2007-10-01

Select Fund

return, since fund started

Positive Impact Fund

at 65 years of age

Retirement Balance
Value of Fund	$41,421,015
Annual Fee	1.00%
Return since Fund Started
Date Fund Started	2019-07-25

Select Fund

7.94%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$543,388,222
Annual Fee	1.00%
Return since Fund Started	7.94%
Date Fund Started	2007-10-01

Select Fund

7.89%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,383,517,590
Annual Fee	1.01%
Return since Fund Started	7.89%
Date Fund Started	2007-10-01

Select Fund

7.61%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$198,099,678
Annual Fee	1.02%
Return since Fund Started	7.61%
Date Fund Started	2007-10-01

Select Fund

6.98%

return, since fund started

Anz Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$34,292,592
Annual Fee	1.02%
Return since Fund Started	6.98%
Date Fund Started	2007-09-30

Select Fund

4.15%

return, since fund started

Asb Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$19,434,853
Annual Fee	1.03%
Return since Fund Started	4.15%
Date Fund Started	2016-07-28

Select Fund

6.77%

return, since fund started

Russell Lifepointsâ® Target Date 2025 Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,641,670
Annual Fee	1.04%
Return since Fund Started	6.77%
Date Fund Started	2007-09-30

Select Fund

4.70%

return, since fund started

Lifestages Auto Option Age 45 54

at 65 years of age

Retirement Balance
Value of Fund	$25,127,938
Annual Fee	1.04%
Return since Fund Started	4.70%
Date Fund Started	2015-10-14

Select Fund

13.11%

return, since fund started

Australasian Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$42,806,917
Annual Fee	1.04%
Return since Fund Started	13.11%
Date Fund Started	2007-10-01

Select Fund

6.80%

return, since fund started

Balanced

at 65 years of age

Retirement Balance
Value of Fund	$1,874,195,911
Annual Fee	1.05%
Return since Fund Started	6.80%
Date Fund Started	2007-10-01

Select Fund

8.90%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$464,151,154
Annual Fee	1.05%
Return since Fund Started	8.90%
Date Fund Started	2007-10-01

Select Fund

12.65%

return, since fund started

Australasian Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$30,544,253
Annual Fee	1.05%
Return since Fund Started	12.65%
Date Fund Started	2007-10-01

Select Fund

6.67%

return, since fund started

International Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$7,863,171
Annual Fee	1.05%
Return since Fund Started	6.67%
Date Fund Started	2007-10-01

Select Fund

10.25%

return, since fund started

International Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$59,327,666
Annual Fee	1.06%
Return since Fund Started	10.25%
Date Fund Started	2007-10-01

Select Fund

7.59%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$595,413,009
Annual Fee	1.06%
Return since Fund Started	7.59%
Date Fund Started	2007-10-01

Select Fund

11.56%

return, since fund started

Milford Kiwisaver Active Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,752,158,978
Annual Fee	1.06%
Return since Fund Started	11.56%
Date Fund Started	2010-04-01

Select Fund

3.47%

return, since fund started

Anz Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$20,056,367
Annual Fee	1.06%
Return since Fund Started	3.47%
Date Fund Started	2016-07-28

Select Fund

6.71%

return, since fund started

Russell Lifepointsâ® Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$28,700,337
Annual Fee	1.06%
Return since Fund Started	6.71%
Date Fund Started	2007-09-30

Select Fund

8.85%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$3,453,761,989
Annual Fee	1.06%
Return since Fund Started	8.85%
Date Fund Started	2007-10-01

Select Fund

6.23%

return, since fund started

Glidepath Age 60

at 65 years of age

Retirement Balance
Value of Fund	$3,146,863
Annual Fee	1.07%
Return since Fund Started	6.23%
Date Fund Started	2017-10-31

Select Fund

8.51%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$176,799,768
Annual Fee	1.07%
Return since Fund Started	8.51%
Date Fund Started	2007-10-01

Select Fund

5.90%

return, since fund started

Asb Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$29,670,500
Annual Fee	1.08%
Return since Fund Started	5.90%
Date Fund Started	2016-07-28

Select Fund

8.22%

return, since fund started

Glidepath Age 40

at 65 years of age

Retirement Balance
Value of Fund	$5,411,283
Annual Fee	1.09%
Return since Fund Started	8.22%
Date Fund Started	2014-07-01

Select Fund

4.50%

return, since fund started

Amp Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$579,854,529
Annual Fee	1.09%
Return since Fund Started	4.50%
Date Fund Started	2007-10-01

Select Fund

4.50%

return, since fund started

Amp Moderate Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$429,320,788
Annual Fee	1.09%
Return since Fund Started	4.50%
Date Fund Started	2007-10-01

Select Fund

5.59%

return, since fund started

Lifestages Auto Option Age 35 44

at 65 years of age

Retirement Balance
Value of Fund	$21,508,615
Annual Fee	1.09%
Return since Fund Started	5.59%
Date Fund Started	2015-10-14

Select Fund

6.66%

return, since fund started

Balanced Strategy

at 65 years of age

Retirement Balance
Value of Fund	$860,152,011
Annual Fee	1.10%
Return since Fund Started	6.66%
Date Fund Started	2009-06-12

Select Fund

7.88%

return, since fund started

Russell Lifepointsâ® Target Date 2035 Fund

at 65 years of age

Retirement Balance
Value of Fund	$25,144,057
Annual Fee	1.12%
Return since Fund Started	7.88%
Date Fund Started	2007-09-30

Select Fund

8.59%

return, since fund started

Growth

at 65 years of age

Retirement Balance
Value of Fund	$1,733,087,429
Annual Fee	1.13%
Return since Fund Started	8.59%
Date Fund Started	2007-10-01

Select Fund

4.21%

return, since fund started

Moderate Fund

at 65 years of age

Retirement Balance
Value of Fund	$203,709,496
Annual Fee	1.13%
Return since Fund Started	4.21%
Date Fund Started	2007-10-01

Select Fund

7.81%

return, since fund started

Russell Lifepointsâ® Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$208,645,524
Annual Fee	1.13%
Return since Fund Started	7.81%
Date Fund Started	2007-09-30

Select Fund

4.19%

return, since fund started

Amp Income Generator Fund

at 65 years of age

Retirement Balance
Value of Fund	$5,173,505
Annual Fee	1.13%
Return since Fund Started	4.19%
Date Fund Started	2016-07-28

Select Fund

4.42%

return, since fund started

Nikko Am Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$29,471,323
Annual Fee	1.14%
Return since Fund Started	4.42%
Date Fund Started	2016-07-28

Select Fund

5.05%

return, since fund started

Amp Moderate Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$760,779,541
Annual Fee	1.14%
Return since Fund Started	5.05%
Date Fund Started	2007-10-01

Select Fund

5.05%

return, since fund started

Amp Moderate Balanced Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$524,195,355
Annual Fee	1.14%
Return since Fund Started	5.05%
Date Fund Started	2007-10-01

Select Fund

8.44%

return, since fund started

Amp Australasian Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$6,428,155
Annual Fee	1.14%
Return since Fund Started	8.44%
Date Fund Started	2016-07-28

Select Fund

2.91%

return, since fund started

Income Strategy

at 65 years of age

Retirement Balance
Value of Fund	$45,242,867
Annual Fee	1.14%
Return since Fund Started	2.91%
Date Fund Started	2010-11-01

Select Fund

6.81%

return, since fund started

Lifestages High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$174,420,540
Annual Fee	1.14%
Return since Fund Started	6.81%
Date Fund Started	2015-10-14

Select Fund

6.81%

return, since fund started

Lifestages Auto Option Age 0 34

at 65 years of age

Retirement Balance
Value of Fund	$21,065,052
Annual Fee	1.14%
Return since Fund Started	6.81%
Date Fund Started	2015-10-14

Select Fund

6.97%

return, since fund started

Asb Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$25,744,028
Annual Fee	1.15%
Return since Fund Started	6.97%
Date Fund Started	2016-07-28

Select Fund

5.63%

return, since fund started

Amp Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,003,678,042
Annual Fee	1.15%
Return since Fund Started	5.63%
Date Fund Started	2007-10-01

Select Fund

5.63%

return, since fund started

Amp Balanced Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$338,981,773
Annual Fee	1.15%
Return since Fund Started	5.63%
Date Fund Started	2007-10-01

Select Fund

14.36%

return, since fund started

Milford Kiwisaver Aggressive Fund

at 65 years of age

Retirement Balance
Value of Fund	$189,977,014
Annual Fee	1.15%
Return since Fund Started	14.36%
Date Fund Started	2019-08-01

Select Fund

3.54%

return, since fund started

Asset Class Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,383,584
Annual Fee	1.15%
Return since Fund Started	3.54%
Date Fund Started	2014-07-01

Select Fund

11.52%

return, since fund started

Milford Active Growth Wholesale Fund

at 65 years of age

Retirement Balance
Value of Fund	$166,544,722
Annual Fee	1.16%
Return since Fund Started	11.52%
Date Fund Started	2009-05-01

Select Fund

6.47%

return, since fund started

Amp Growth Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$225,331,300
Annual Fee	1.16%
Return since Fund Started	6.47%
Date Fund Started	2007-10-01

Select Fund

6.47%

return, since fund started

Amp Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$785,202,051
Annual Fee	1.16%
Return since Fund Started	6.47%
Date Fund Started	2007-10-01

Select Fund

7.58%

return, since fund started

Anz Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$285,496,224
Annual Fee	1.17%
Return since Fund Started	7.58%
Date Fund Started	2007-10-01

Select Fund

8.20%

return, since fund started

Amp International Shares Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,993,219
Annual Fee	1.17%
Return since Fund Started	8.20%
Date Fund Started	2016-07-28

Select Fund

9.68%

return, since fund started

Glidepath Age 25

at 65 years of age

Retirement Balance
Value of Fund	$641,179
Annual Fee	1.17%
Return since Fund Started	9.68%
Date Fund Started	2014-07-01

Select Fund

8.69%

return, since fund started

Equity Fund

at 65 years of age

Retirement Balance
Value of Fund	$178,901,538
Annual Fee	1.17%
Return since Fund Started	8.69%
Date Fund Started	2007-10-01

Select Fund

8.77%

return, since fund started

Russell Lifepointsâ® Target Date 2045 Fund

at 65 years of age

Retirement Balance
Value of Fund	$21,397,333
Annual Fee	1.18%
Return since Fund Started	8.77%
Date Fund Started	2007-09-30

Select Fund

3.11%

return, since fund started

Amp Property Fund

at 65 years of age

Retirement Balance
Value of Fund	$6,131,013
Annual Fee	1.19%
Return since Fund Started	3.11%
Date Fund Started	2016-07-28

Select Fund

7.92%

return, since fund started

Glidepath Age 50

at 65 years of age

Retirement Balance
Value of Fund	$2,635,835
Annual Fee	1.19%
Return since Fund Started	7.92%
Date Fund Started	2017-10-31

Select Fund

8.66%

return, since fund started

Russell Lifepointsâ® Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$51,752,540
Annual Fee	1.20%
Return since Fund Started	8.66%
Date Fund Started	2007-09-30

Select Fund

9.97%

return, since fund started

Russell Lifepointsâ® Target Date 2055 Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,472,917
Annual Fee	1.21%
Return since Fund Started	9.97%
Date Fund Started	2016-02-19

Select Fund

5.88%

return, since fund started

Trans Tasman Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$10,710,615
Annual Fee	1.22%
Return since Fund Started	5.88%
Date Fund Started	2010-05-21

Select Fund

2.18%

return, since fund started

Asset Class Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$18,904,558
Annual Fee	1.22%
Return since Fund Started	2.18%
Date Fund Started	2017-09-29

Select Fund

8.45%

return, since fund started

Glidepath Age 30

at 65 years of age

Retirement Balance
Value of Fund	$1,980,736
Annual Fee	1.23%
Return since Fund Started	8.45%
Date Fund Started	2017-10-31

Select Fund

8.43%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$2,319,744,069
Annual Fee	1.23%
Return since Fund Started	8.43%
Date Fund Started	2007-10-02

Select Fund

5.18%

return, since fund started

Stepping Stones 65+

at 65 years of age

Retirement Balance
Value of Fund	$3,890,373
Annual Fee	1.23%
Return since Fund Started	5.18%
Date Fund Started	2013-04-16

Select Fund

4.60%

return, since fund started

Stepping Stones Growth 65+

at 65 years of age

Retirement Balance
Value of Fund	$448,639
Annual Fee	1.23%
Return since Fund Started	4.60%
Date Fund Started	2016-09-06

Select Fund

5.18%

return, since fund started

Conservative Fund

at 65 years of age

Retirement Balance
Value of Fund	$436,415,516
Annual Fee	1.23%
Return since Fund Started	5.18%
Date Fund Started	2013-04-16

Select Fund

4.49%

return, since fund started

Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$571,357,884
Annual Fee	1.24%
Return since Fund Started	4.49%
Date Fund Started	2007-10-01

Select Fund

7.66%

return, since fund started

Socially Responsible Investment Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$104,229,398
Annual Fee	1.25%
Return since Fund Started	7.66%
Date Fund Started	2014-07-01

Select Fund

5.51%

return, since fund started

Stepping Stones 61 64

at 65 years of age

Retirement Balance
Value of Fund	$8,830,960
Annual Fee	1.25%
Return since Fund Started	5.51%
Date Fund Started	2013-04-16

Select Fund

5.00%

return, since fund started

Stepping Stones Growth 61 64

at 65 years of age

Retirement Balance
Value of Fund	$2,927,903
Annual Fee	1.25%
Return since Fund Started	5.00%
Date Fund Started	2016-09-06

Select Fund

5.83%

return, since fund started

Stepping Stones 56 60

at 65 years of age

Retirement Balance
Value of Fund	$15,408,485
Annual Fee	1.27%
Return since Fund Started	5.83%
Date Fund Started	2013-04-16

Select Fund

6.90%

return, since fund started

Amp Aggressive Fund (Lifesteps)

at 65 years of age

Retirement Balance
Value of Fund	$110,538,312
Annual Fee	1.27%
Return since Fund Started	6.90%
Date Fund Started	2007-10-01

Select Fund

6.90%

return, since fund started

Amp Aggressive Fund

at 65 years of age

Retirement Balance
Value of Fund	$397,821,455
Annual Fee	1.27%
Return since Fund Started	6.90%
Date Fund Started	2007-10-01

Select Fund

8.94%

return, since fund started

Milford Kiwisaver Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$457,248,157
Annual Fee	1.28%
Return since Fund Started	8.94%
Date Fund Started	2010-04-01

Select Fund

6.70%

return, since fund started

Anz Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$31,277,473
Annual Fee	1.28%
Return since Fund Started	6.70%
Date Fund Started	2016-07-28

Select Fund

5.89%

return, since fund started

Mercer Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$53,500,576
Annual Fee	1.28%
Return since Fund Started	5.89%
Date Fund Started	2007-10-01

Select Fund

4.96%

return, since fund started

Asset Class Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$79,912,741
Annual Fee	1.29%
Return since Fund Started	4.96%
Date Fund Started	2014-07-01

Select Fund

6.79%

return, since fund started

Balanced Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$386,652,673
Annual Fee	1.30%
Return since Fund Started	6.79%
Date Fund Started	2010-04-28

Select Fund

7.29%

return, since fund started

Nikko Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$11,168,047
Annual Fee	1.30%
Return since Fund Started	7.29%
Date Fund Started	2007-10-31

Select Fund

8.07%

return, since fund started

Socially Responsible Investment High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$131,698,814
Annual Fee	1.30%
Return since Fund Started	8.07%
Date Fund Started	2010-05-21

Select Fund

6.91%

return, since fund started

Shielded Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$4,009,681
Annual Fee	1.33%
Return since Fund Started	6.91%
Date Fund Started	2018-05-31

Select Fund

6.57%

return, since fund started

Stepping Stones Growth 56 60

at 65 years of age

Retirement Balance
Value of Fund	$12,547,554
Annual Fee	1.34%
Return since Fund Started	6.57%
Date Fund Started	2016-09-06

Select Fund

6.65%

return, since fund started

Stepping Stones 46 55

at 65 years of age

Retirement Balance
Value of Fund	$35,203,021
Annual Fee	1.34%
Return since Fund Started	6.65%
Date Fund Started	2013-04-16

Select Fund

4.14%

return, since fund started

High Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$426,105,128
Annual Fee	1.35%
Return since Fund Started	4.14%
Date Fund Started	2007-10-01

Select Fund

4.66%

return, since fund started

Amp Ethical Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$16,099,426
Annual Fee	1.35%
Return since Fund Started	4.66%
Date Fund Started	2016-07-28

Select Fund

8.01%

return, since fund started

Nikko Am Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$23,542,919
Annual Fee	1.36%
Return since Fund Started	8.01%
Date Fund Started	2016-07-28

Select Fund

7.16%

return, since fund started

Nikko Am Balanced Fund

at 65 years of age

Retirement Balance
Value of Fund	$87,707,343
Annual Fee	1.36%
Return since Fund Started	7.16%
Date Fund Started	2007-10-01

Select Fund

8.58%

return, since fund started

International Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$18,360,419
Annual Fee	1.38%
Return since Fund Started	8.58%
Date Fund Started	2010-05-21

Select Fund

9.48%

return, since fund started

Sustainable International Share Fund

at 65 years of age

Retirement Balance
Value of Fund	$13,946,584
Annual Fee	1.40%
Return since Fund Started	9.48%
Date Fund Started	2008-08-25

Select Fund

8.04%

return, since fund started

Stepping Stones Growth 51 55

at 65 years of age

Retirement Balance
Value of Fund	$14,318,568
Annual Fee	1.42%
Return since Fund Started	8.04%
Date Fund Started	2016-09-06

Select Fund

7.76%

return, since fund started

Stepping Stones 36 45

at 65 years of age

Retirement Balance
Value of Fund	$29,187,919
Annual Fee	1.42%
Return since Fund Started	7.76%
Date Fund Started	2013-04-16

Select Fund

8.63%

return, since fund started

Stepping Stones Growth 0 50

at 65 years of age

Retirement Balance
Value of Fund	$41,538,518
Annual Fee	1.45%
Return since Fund Started	8.63%
Date Fund Started	2016-09-06

Select Fund

8.43%

return, since fund started

Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$783,055,350
Annual Fee	1.45%
Return since Fund Started	8.43%
Date Fund Started	2013-04-16

Select Fund

8.87%

return, since fund started

Stepping Stones 0 35

at 65 years of age

Retirement Balance
Value of Fund	$29,532,435
Annual Fee	1.51%
Return since Fund Started	8.87%
Date Fund Started	2013-04-16

Select Fund

11.06%

return, since fund started

Cpp Fund No. 5

at 65 years of age

Retirement Balance
Value of Fund	$19,291,911
Annual Fee	1.53%
Return since Fund Started	11.06%
Date Fund Started	2012-10-03

Select Fund

11.33%

return, since fund started

Cpp Fund No. 4

at 65 years of age

Retirement Balance
Value of Fund	$23,713,942
Annual Fee	1.53%
Return since Fund Started	11.33%
Date Fund Started	2011-10-03

Select Fund

9.30%

return, since fund started

Focused Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$1,025,747,820
Annual Fee	1.56%
Return since Fund Started	9.30%
Date Fund Started	2013-04-16

Select Fund

5.91%

return, since fund started

Guaranteed Income Fund

at 65 years of age

Retirement Balance
Value of Fund	$12,192,071
Annual Fee	1.59%
Return since Fund Started	5.91%
Date Fund Started	2017-10-24

Select Fund

3.44%

return, since fund started

Lifestages Capital Stable Portfolio

at 65 years of age

Retirement Balance
Value of Fund	$139,257,847
Annual Fee	1.64%
Return since Fund Started	3.44%
Date Fund Started	2007-09-30

Select Fund

9.04%

return, since fund started

Geared Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$114,424,819
Annual Fee	1.68%
Return since Fund Started	9.04%
Date Fund Started	2009-07-15

Select Fund

4.65%

return, since fund started

Lifecycle Age 75

at 65 years of age

Retirement Balance
Value of Fund	$443,156
Annual Fee	1.68%
Return since Fund Started	4.65%
Date Fund Started	2010-11-01

Select Fund

1.90%

return, since fund started

Amp Global Multi Asset Fund

at 65 years of age

Retirement Balance
Value of Fund	$12,766,214
Annual Fee	1.70%
Return since Fund Started	1.90%
Date Fund Started	2016-07-28

Select Fund

4.91%

return, since fund started

Lifecycle Age 65

at 65 years of age

Retirement Balance
Value of Fund	$7,120,139
Annual Fee	1.76%
Return since Fund Started	4.91%
Date Fund Started	2010-11-01

Select Fund

4.74%

return, since fund started

Inflation Strategy

at 65 years of age

Retirement Balance
Value of Fund	$65,284,210
Annual Fee	1.82%
Return since Fund Started	4.74%
Date Fund Started	2010-11-01

Select Fund

9.14%

return, since fund started

Amanah Growth Fund

at 65 years of age

Retirement Balance
Value of Fund	$25,315,339
Annual Fee	1.89%
Return since Fund Started	9.14%
Date Fund Started	2014-03-24

Select Fund

5.86%

return, since fund started

Lifecycle Age 0 54

at 65 years of age

Retirement Balance
Value of Fund	$190,677,888
Annual Fee	2.05%
Return since Fund Started	5.86%
Date Fund Started	2010-11-01

Select Fund

6.11%

return, since fund started

Growth Strategy

at 65 years of age

Retirement Balance
Value of Fund	$252,843,555
Annual Fee	2.13%
Return since Fund Started	6.11%
Date Fund Started	2010-11-01

Select Fund

Google Rating

4.5

Duncan Plunkett , 2021-04-23

Glimp were bloody great. I have very recently lost my wife and was dreading changing everything out of her name and resigning and looking for best deals but Glimp made the process so bloody easy. Thank you so much Glimp you guys rock.

Emil Johnsen , 2021-04-15

Their was no report shown when I was credit checked and I went through the check to many times two days of checking thank you Emil

Katie Uelese , 2021-01-18

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!

Leigh Hattan , 2021-02-01

Agent very helpful in getting me the best deal, made the whole process so easy, Highly recommend!

Filters

Filters

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Salary

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Year of birth

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We’ve found funds, based on your filters :

33.60%

30.18%

23.33%

9.65%

4.92%

1.91%

1.91%

8.77%

6.87%

1.83%

1.79%

9.68%

16.90%

1.83%

1.74%

1.83%

4.42%

3.84%

4.30%

4.57%

4.66%

4.33%

-0.26%

3.19%

4.09%

2.23%

9.91%

4.40%

4.47%

3.77%

2.11%

3.95%

3.72%

5.73%

4.47%

14.20%

4.35%

4.63%

5.87%

4.90%

7.92%

8.51%

8.42%

-1.74%

3.21%

3.86%

3.60%

0.76%

9.64%

12.03%

10.68%

-3.08%

10.67%

3.73%

13.48%

14.25%

8.31%

3.60%

2.26%

1.60%

11.51%

6.18%

5.43%

6.39%

5.58%

6.32%

6.19%

6.71%

5.50%

1.94%

6.46%

6.46%