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4.92%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$146,958,682
Icon v 05

Annual Fee

0.27%
Icon v 03

Return since Fund Started

4.92%
Icon v 03

Date Fund Started

2016-09-01

1.91%

return, since fund started

Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$787,147,175
Icon v 05

Annual Fee

0.27%
Icon v 03

Return since Fund Started

1.91%
Icon v 03

Date Fund Started

2008-08-12

1.91%

return, since fund started

Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$22,566,369
Icon v 05

Annual Fee

0.28%
Icon v 03

Return since Fund Started

1.91%
Icon v 03

Date Fund Started

2007-11-15

8.77%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$952,413,786
Icon v 05

Annual Fee

0.29%
Icon v 03

Return since Fund Started

8.77%
Icon v 03

Date Fund Started

2016-09-01

6.87%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$247,993,448
Icon v 05

Annual Fee

0.29%
Icon v 03

Return since Fund Started

6.87%
Icon v 03

Date Fund Started

2016-09-01

1.83%

return, since fund started

Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$64,957,788
Icon v 05

Annual Fee

0.29%
Icon v 03

Return since Fund Started

1.83%
Icon v 03

Date Fund Started

2007-10-01

1.79%

return, since fund started

Bnz Kiwisaver Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$244,881,062
Icon v 05

Annual Fee

0.30%
Icon v 03

Return since Fund Started

1.79%
Icon v 03

Date Fund Started

2013-02-11

9.68%

return, since fund started

Juno Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$34,898,918
Icon v 05

Annual Fee

0.34%
Icon v 03

Return since Fund Started

9.68%
Icon v 03

Date Fund Started

2018-08-01

16.90%

return, since fund started

Juno Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$180,080,732
Icon v 05

Annual Fee

0.35%
Icon v 03

Return since Fund Started

16.90%
Icon v 03

Date Fund Started

2018-08-01

1.83%

return, since fund started

Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$535,117,352
Icon v 05

Annual Fee

0.35%
Icon v 03

Return since Fund Started

1.83%
Icon v 03

Date Fund Started

2007-10-01

1.74%

return, since fund started

Nz Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$733,149,389
Icon v 05

Annual Fee

0.35%
Icon v 03

Return since Fund Started

1.74%
Icon v 03

Date Fund Started

2007-10-02

1.83%

return, since fund started

Mercer Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$32,501,740
Icon v 05

Annual Fee

0.36%
Icon v 03

Return since Fund Started

1.83%
Icon v 03

Date Fund Started

2007-10-01

4.42%

return, since fund started

Default Saver Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$110,760,025
Icon v 05

Annual Fee

0.38%
Icon v 03

Return since Fund Started

4.42%
Icon v 03

Date Fund Started

2014-07-01

3.84%

return, since fund started

Amp Default Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,382,538,682
Icon v 05

Annual Fee

0.39%
Icon v 03

Return since Fund Started

3.84%
Icon v 03

Date Fund Started

2007-10-01

4.30%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,189,256,206
Icon v 05

Annual Fee

0.40%
Icon v 03

Return since Fund Started

4.30%
Icon v 03

Date Fund Started

2007-10-02

4.57%

return, since fund started

Juno Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$16,244,454
Icon v 05

Annual Fee

0.42%
Icon v 03

Return since Fund Started

4.57%
Icon v 03

Date Fund Started

2018-08-01

4.66%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,211,034,248
Icon v 05

Annual Fee

0.46%
Icon v 03

Return since Fund Started

4.66%
Icon v 03

Date Fund Started

2007-10-01

4.33%

return, since fund started

Default Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$339,827,739
Icon v 05

Annual Fee

0.47%
Icon v 03

Return since Fund Started

4.33%
Icon v 03

Date Fund Started

2014-07-02

-0.26%

return, since fund started

Uk Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$696,335
Icon v 05

Annual Fee

0.49%
Icon v 03

Return since Fund Started

-0.26%
Icon v 03

Date Fund Started

2012-03-26

3.19%

return, since fund started

Bnz Kiwisaver First Home Buyer Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$206,382,095
Icon v 05

Annual Fee

0.50%
Icon v 03

Return since Fund Started

3.19%
Icon v 03

Date Fund Started

2015-09-15

4.09%

return, since fund started

Bnz Kiwisaver Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$889,821,062
Icon v 05

Annual Fee

0.51%
Icon v 03

Return since Fund Started

4.09%
Icon v 03

Date Fund Started

2013-02-11

2.23%

return, since fund started

Nz Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$88,319,132
Icon v 05

Annual Fee

0.52%
Icon v 03

Return since Fund Started

2.23%
Icon v 03

Date Fund Started

2007-10-08

9.91%

return, since fund started

Us 500 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$13,590,021
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Fund Started

9.91%
Icon v 03

Date Fund Started

2015-09-21

4.40%

return, since fund started

Nz Bonds Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$38,472,417
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Fund Started

4.40%
Icon v 03

Date Fund Started

2007-10-24

4.47%

return, since fund started

Cash Enhanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$725,502,774
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Fund Started

4.47%
Icon v 03

Date Fund Started

2007-10-01

3.77%

return, since fund started

Overseas Non Government Bonds Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$17,242,649
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Fund Started

3.77%
Icon v 03

Date Fund Started

2007-10-24

2.11%

return, since fund started

Cash

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$319,594,655
Icon v 05

Annual Fee

0.55%
Icon v 03

Return since Fund Started

2.11%
Icon v 03

Date Fund Started

2012-09-12

3.95%

return, since fund started

Superlife Income Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$136,095,701
Icon v 05

Annual Fee

0.56%
Icon v 03

Return since Fund Started

3.95%
Icon v 03

Date Fund Started

2013-09-15

3.72%

return, since fund started

Superlife Age Steps Age 80

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,805
Icon v 05

Annual Fee

0.56%
Icon v 03

Return since Fund Started

3.72%
Icon v 03

Date Fund Started

2013-09-15

5.73%

return, since fund started

Us Large Value Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,425,556
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Fund Started

5.73%
Icon v 03

Date Fund Started

2015-09-21

4.47%

return, since fund started

Mercer Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,185,063,190
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Fund Started

4.47%
Icon v 03

Date Fund Started

2007-10-01

14.20%

return, since fund started

Us Large Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$14,938,345
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Fund Started

14.20%
Icon v 03

Date Fund Started

2015-09-21

4.35%

return, since fund started

Us Small Cap Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,606,319
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Fund Started

4.35%
Icon v 03

Date Fund Started

2015-09-21

4.63%

return, since fund started

Superlife Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$24,412,231
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Fund Started

4.63%
Icon v 03

Date Fund Started

2010-11-15

5.87%

return, since fund started

Us Mid Cap Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,028,256
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Fund Started

5.87%
Icon v 03

Date Fund Started

2015-09-21

4.90%

return, since fund started

Superlife Age Steps Age 70

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,678,268
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Fund Started

4.90%
Icon v 03

Date Fund Started

2013-09-15

7.92%

return, since fund started

Global Property Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$14,709,154
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Fund Started

7.92%
Icon v 03

Date Fund Started

2007-10-24

8.51%

return, since fund started

Overseas Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$21,033,541
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Fund Started

8.51%
Icon v 03

Date Fund Started

2007-10-24

8.42%

return, since fund started

Overseas Shares (Currency Hedged) Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$16,944,287
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Fund Started

8.42%
Icon v 03

Date Fund Started

2007-10-24

-1.74%

return, since fund started

Australian Dividend Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$685,323
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

-1.74%
Icon v 03

Date Fund Started

2015-09-21

3.21%

return, since fund started

Australian Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$16,097,903
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

3.21%
Icon v 03

Date Fund Started

2007-10-24

3.86%

return, since fund started

New Zealand Fixed Interest Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$11,609,976
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

3.86%
Icon v 03

Date Fund Started

2007-10-01

3.60%

return, since fund started

Overseas Bonds Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$8,766,618
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

3.60%
Icon v 03

Date Fund Started

2007-10-24

0.76%

return, since fund started

Europe Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,487,905
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

0.76%
Icon v 03

Date Fund Started

2015-09-21

9.64%

return, since fund started

Australian Mid Cap Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$23,607,832
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

9.64%
Icon v 03

Date Fund Started

2015-01-19

12.03%

return, since fund started

Nz Top 50 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$48,520,955
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

12.03%
Icon v 03

Date Fund Started

2015-01-19

10.68%

return, since fund started

Nz Property Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$8,527,142
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

10.68%
Icon v 03

Date Fund Started

2015-11-11

-3.08%

return, since fund started

Australian Financials Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,448,863
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

-3.08%
Icon v 03

Date Fund Started

2015-09-21

10.67%

return, since fund started

Australian Resources Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,273,134
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

10.67%
Icon v 03

Date Fund Started

2015-09-21

3.73%

return, since fund started

Australian Property Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,451,902
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

3.73%
Icon v 03

Date Fund Started

2015-09-21

13.48%

return, since fund started

Nz Top 10 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$8,102,819
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

13.48%
Icon v 03

Date Fund Started

2015-09-21

14.25%

return, since fund started

Nz Mid Cap Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,232,907
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

14.25%
Icon v 03

Date Fund Started

2015-09-21

8.31%

return, since fund started

Nz Dividend Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,123,808
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

8.31%
Icon v 03

Date Fund Started

2015-09-21

3.60%

return, since fund started

Asia Pacific Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,131,351
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

3.60%
Icon v 03

Date Fund Started

2015-09-21

2.26%

return, since fund started

Australian Top 20 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,082,046
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

2.26%
Icon v 03

Date Fund Started

2015-09-21

1.60%

return, since fund started

Amp Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$115,755,531
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

1.60%
Icon v 03

Date Fund Started

2007-10-01

11.51%

return, since fund started

Nz Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$26,163,952
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Fund Started

11.51%
Icon v 03

Date Fund Started

2007-10-24

6.18%

return, since fund started

Total World Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,873,089
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Fund Started

6.18%
Icon v 03

Date Fund Started

2015-09-21

5.43%

return, since fund started

Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,036,980,798
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Fund Started

5.43%
Icon v 03

Date Fund Started

2007-10-02

6.39%

return, since fund started

Superlife Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$46,122,565
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Fund Started

6.39%
Icon v 03

Date Fund Started

2009-02-23

5.58%

return, since fund started

Superlife Age Steps Age 60

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$13,824,494
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Fund Started

5.58%
Icon v 03

Date Fund Started

2013-09-15

6.32%

return, since fund started

Superlife Age Steps Age 50

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$14,952,514
Icon v 05

Annual Fee

0.61%
Icon v 03

Return since Fund Started

6.32%
Icon v 03

Date Fund Started

2013-09-15

6.19%

return, since fund started

Superlife Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$25,778,899
Icon v 05

Annual Fee

0.61%
Icon v 03

Return since Fund Started

6.19%
Icon v 03

Date Fund Started

2013-09-16

6.71%

return, since fund started

Bnz Kiwisaver Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$544,656,849
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Fund Started

6.71%
Icon v 03

Date Fund Started

2013-02-11

5.50%

return, since fund started

Bnz Kiwisaver Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$611,298,380
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Fund Started

5.50%
Icon v 03

Date Fund Started

2013-02-11

1.94%

return, since fund started

Preservation Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$34,890,681
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Fund Started

1.94%
Icon v 03

Date Fund Started

2007-10-01

6.46%

return, since fund started

Superlife Age Steps Age 40

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$9,198,398
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Fund Started

6.46%
Icon v 03

Date Fund Started

2013-09-15

6.46%

return, since fund started

Superlife Age Steps Age 30

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,477,721
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Fund Started

6.46%
Icon v 03

Date Fund Started

2013-09-15

8.15%

return, since fund started

Bnz Kiwisaver Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$790,089,493
Icon v 05

Annual Fee

0.63%
Icon v 03

Return since Fund Started

8.15%
Icon v 03

Date Fund Started

2013-02-11

6.97%

return, since fund started

Superlife High Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$389,968,354
Icon v 05

Annual Fee

0.63%
Icon v 03

Return since Fund Started

6.97%
Icon v 03

Date Fund Started

2013-09-15

6.87%

return, since fund started

Superlife Age Steps Age 20

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,667,565
Icon v 05

Annual Fee

0.63%
Icon v 03

Return since Fund Started

6.87%
Icon v 03

Date Fund Started

2013-09-15

4.71%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,905,268,926
Icon v 05

Annual Fee

0.64%
Icon v 03

Return since Fund Started

4.71%
Icon v 03

Date Fund Started

2007-10-01

6.88%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,156,826,620
Icon v 05

Annual Fee

0.65%
Icon v 03

Return since Fund Started

6.88%
Icon v 03

Date Fund Started

2007-10-02

4.20%

return, since fund started

Mercer Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$159,720,514
Icon v 05

Annual Fee

0.69%
Icon v 03

Return since Fund Started

4.20%
Icon v 03

Date Fund Started

2015-02-18

6.79%

return, since fund started

Ethica Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$43,428,673
Icon v 05

Annual Fee

0.70%
Icon v 03

Return since Fund Started

6.79%
Icon v 03

Date Fund Started

2008-03-31

7.94%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,374,991,745
Icon v 05

Annual Fee

0.70%
Icon v 03

Return since Fund Started

7.94%
Icon v 03

Date Fund Started

2007-10-02

5.34%

return, since fund started

Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$666,758,816
Icon v 05

Annual Fee

0.72%
Icon v 03

Return since Fund Started

5.34%
Icon v 03

Date Fund Started

2014-07-02

0.86%

return, since fund started

Summer New Zealand Cash

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,741,634
Icon v 05

Annual Fee

0.72%
Icon v 03

Return since Fund Started

0.86%
Icon v 03

Date Fund Started

2016-09-19

4.18%

return, since fund started

Default

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$320,786,894
Icon v 05

Annual Fee

0.73%
Icon v 03

Return since Fund Started

4.18%
Icon v 03

Date Fund Started

2014-07-01

0.96%

return, since fund started

Emerging Markets Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$13,760,772
Icon v 05

Annual Fee

0.73%
Icon v 03

Return since Fund Started

0.96%
Icon v 03

Date Fund Started

2011-01-28

1.60%

return, since fund started

Anz Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,921,311
Icon v 05

Annual Fee

0.73%
Icon v 03

Return since Fund Started

1.60%
Icon v 03

Date Fund Started

2007-09-30

return, since fund started

Summer Conservative Selection

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$10,326,427
Icon v 05

Annual Fee

0.75%
Icon v 03

Return since Fund Started

Icon v 03

Date Fund Started

2019-04-08

2.54%

return, since fund started

Cashplus

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$126,667,679
Icon v 05

Annual Fee

0.75%
Icon v 03

Return since Fund Started

2.54%
Icon v 03

Date Fund Started

2012-06-01

1.94%

return, since fund started

Nikko Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,919,329
Icon v 05

Annual Fee

0.77%
Icon v 03

Return since Fund Started

1.94%
Icon v 03

Date Fund Started

2007-10-31

3.30%

return, since fund started

International Fixed Interest Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,626,244
Icon v 05

Annual Fee

0.78%
Icon v 03

Return since Fund Started

3.30%
Icon v 03

Date Fund Started

2007-10-01

6.90%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,749,646,762
Icon v 05

Annual Fee

0.79%
Icon v 03

Return since Fund Started

6.90%
Icon v 03

Date Fund Started

2007-10-01

6.10%

return, since fund started

Mercer Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$448,492,493
Icon v 05

Annual Fee

0.79%
Icon v 03

Return since Fund Started

6.10%
Icon v 03

Date Fund Started

2007-10-01

3.02%

return, since fund started

Amp New Zealand Fixed Interest Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,744,400
Icon v 05

Annual Fee

0.81%
Icon v 03

Return since Fund Started

3.02%
Icon v 03

Date Fund Started

2016-07-28

2.36%

return, since fund started

Enhanced Cash Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$37,863,407
Icon v 05

Annual Fee

0.82%
Icon v 03

Return since Fund Started

2.36%
Icon v 03

Date Fund Started

2007-10-01

2.76%

return, since fund started

Summer Global Fixed Interest

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,026,030
Icon v 05

Annual Fee

0.83%
Icon v 03

Return since Fund Started

2.76%
Icon v 03

Date Fund Started

2016-09-19

3.10%

return, since fund started

Summer New Zealand Fixed Interest

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$9,966,858
Icon v 05

Annual Fee

0.83%
Icon v 03

Return since Fund Started

3.10%
Icon v 03

Date Fund Started

2016-09-19

4.56%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$501,726,312
Icon v 05

Annual Fee

0.85%
Icon v 03

Return since Fund Started

4.56%
Icon v 03

Date Fund Started

2007-10-01

4.53%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,209,433,089
Icon v 05

Annual Fee

0.85%
Icon v 03

Return since Fund Started

4.53%
Icon v 03

Date Fund Started

2007-10-01

8.10%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,738,232,550
Icon v 05

Annual Fee

0.86%
Icon v 03

Return since Fund Started

8.10%
Icon v 03

Date Fund Started

2007-10-01

9.58%

return, since fund started

Amp Passive International Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,648,883
Icon v 05

Annual Fee

0.88%
Icon v 03

Return since Fund Started

9.58%
Icon v 03

Date Fund Started

2016-07-28

2.09%

return, since fund started

Lifestages Income Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$111,935,584
Icon v 05

Annual Fee

0.88%
Icon v 03

Return since Fund Started

2.09%
Icon v 03

Date Fund Started

2015-10-14

4.50%

return, since fund started

Glidepath Age 75

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$119,929
Icon v 05

Annual Fee

0.89%
Icon v 03

Return since Fund Started

4.50%
Icon v 03

Date Fund Started

2014-07-01

5.99%

return, since fund started

Mercer Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$134,679,323
Icon v 05

Annual Fee

0.89%
Icon v 03

Return since Fund Started

5.99%
Icon v 03

Date Fund Started

2015-02-18

4.08%

return, since fund started

Summer Australian Equities

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$8,246,240
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

4.08%
Icon v 03

Date Fund Started

2016-09-19

4.60%

return, since fund started

Conservative

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$944,338,776
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

4.60%
Icon v 03

Date Fund Started

2007-10-01

11.21%

return, since fund started

Summer New Zealand Equities

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$15,304,124
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

11.21%
Icon v 03

Date Fund Started

2016-09-19

return, since fund started

Summer Growth Selection

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$27,867,728
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

Icon v 03

Date Fund Started

2019-04-08

6.85%

return, since fund started

Summer Balanced Selection

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$108,096,661
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

6.85%
Icon v 03

Date Fund Started

2016-09-19

5.73%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$218,984,841
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

5.73%
Icon v 03

Date Fund Started

2007-10-01

8.19%

return, since fund started

Summer Listed Property

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$7,870,227
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

8.19%
Icon v 03

Date Fund Started

2016-09-19

12.18%

return, since fund started

Summer Global Equities

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$20,658,725
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

12.18%
Icon v 03

Date Fund Started

2016-09-19

1.52%

return, since fund started

Capital Guaranteed Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$62,580,516
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Fund Started

1.52%
Icon v 03

Date Fund Started

2014-07-01

5.58%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$73,578,014
Icon v 05

Annual Fee

0.91%
Icon v 03

Return since Fund Started

5.58%
Icon v 03

Date Fund Started

2007-10-01

5.71%

return, since fund started

Conservative Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,367,451,062
Icon v 05

Annual Fee

0.91%
Icon v 03

Return since Fund Started

5.71%
Icon v 03

Date Fund Started

2007-10-01

4.76%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$170,417,636
Icon v 05

Annual Fee

0.92%
Icon v 03

Return since Fund Started

4.76%
Icon v 03

Date Fund Started

2007-10-01

7.89%

return, since fund started

Mercer Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$33,034,768
Icon v 05

Annual Fee

0.93%
Icon v 03

Return since Fund Started

7.89%
Icon v 03

Date Fund Started

2015-02-18

5.09%

return, since fund started

Glidepath Age 65

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,261,478
Icon v 05

Annual Fee

0.93%
Icon v 03

Return since Fund Started

5.09%
Icon v 03

Date Fund Started

2014-07-01

7.82%

return, since fund started

Mercer High Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$216,499,035
Icon v 05

Annual Fee

0.93%
Icon v 03

Return since Fund Started

7.82%
Icon v 03

Date Fund Started

2007-10-01

4.75%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,001,104,872
Icon v 05

Annual Fee

0.94%
Icon v 03

Return since Fund Started

4.75%
Icon v 03

Date Fund Started

2009-06-12

6.60%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$976,861,822
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Fund Started

6.60%
Icon v 03

Date Fund Started

2007-10-01

6.86%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$629,248,311
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Fund Started

6.86%
Icon v 03

Date Fund Started

2007-10-01

6.92%

return, since fund started

Milford Kiwisaver Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$190,477,570
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Fund Started

6.92%
Icon v 03

Date Fund Started

2012-10-01

1.94%

return, since fund started

Amp International Fixed Interest Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,321,674
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Fund Started

1.94%
Icon v 03

Date Fund Started

2016-07-28

3.29%

return, since fund started

Lifestages Auto Option Age 65+

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,832,831
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Fund Started

3.29%
Icon v 03

Date Fund Started

2015-10-14

6.86%

return, since fund started

Glidepath Age 55

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,770,189
Icon v 05

Annual Fee

0.96%
Icon v 03

Return since Fund Started

6.86%
Icon v 03

Date Fund Started

2014-07-01

6.81%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,749,549,765
Icon v 05

Annual Fee

0.96%
Icon v 03

Return since Fund Started

6.81%
Icon v 03

Date Fund Started

2007-10-01

6.59%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$191,807,972
Icon v 05

Annual Fee

0.96%
Icon v 03

Return since Fund Started

6.59%
Icon v 03

Date Fund Started

2007-10-01

4.85%

return, since fund started

Glidepath Age 75

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$286,913
Icon v 05

Annual Fee

0.97%
Icon v 03

Return since Fund Started

4.85%
Icon v 03

Date Fund Started

2017-10-31

3.76%

return, since fund started

Lifestages Auto Option Age 55 64

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$20,720,647
Icon v 05

Annual Fee

0.98%
Icon v 03

Return since Fund Started

3.76%
Icon v 03

Date Fund Started

2015-10-14

5.52%

return, since fund started

Russell Lifepointsâ® Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$78,812,872
Icon v 05

Annual Fee

0.99%
Icon v 03

Return since Fund Started

5.52%
Icon v 03

Date Fund Started

2007-09-30

5.67%

return, since fund started

Russell Lifepointsâ® Target Date 2015 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,803,328
Icon v 05

Annual Fee

0.99%
Icon v 03

Return since Fund Started

5.67%
Icon v 03

Date Fund Started

2007-09-30

3.82%

return, since fund started

Amp Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$432,815,107
Icon v 05

Annual Fee

0.99%
Icon v 03

Return since Fund Started

3.82%
Icon v 03

Date Fund Started

2007-10-01

3.82%

return, since fund started

Amp Conservative Fund (Lifesteps)

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$161,644,931
Icon v 05

Annual Fee

0.99%
Icon v 03

Return since Fund Started

3.82%
Icon v 03

Date Fund Started

2007-10-01

return, since fund started

Positive Impact Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$41,421,015
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Fund Started

Icon v 03

Date Fund Started

2019-07-25

7.94%

return, since fund started

Balanced Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$543,388,222
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Fund Started

7.94%
Icon v 03

Date Fund Started

2007-10-01

7.89%

return, since fund started

Balanced Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,383,517,590
Icon v 05

Annual Fee

1.01%
Icon v 03

Return since Fund Started

7.89%
Icon v 03

Date Fund Started

2007-10-01

7.61%

return, since fund started

Balanced Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$198,099,678
Icon v 05

Annual Fee

1.02%
Icon v 03

Return since Fund Started

7.61%
Icon v 03

Date Fund Started

2007-10-01

6.98%

return, since fund started

Anz Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$34,292,592
Icon v 05

Annual Fee

1.02%
Icon v 03

Return since Fund Started

6.98%
Icon v 03

Date Fund Started

2007-09-30

4.15%

return, since fund started

Asb Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$19,434,853
Icon v 05

Annual Fee

1.03%
Icon v 03

Return since Fund Started

4.15%
Icon v 03

Date Fund Started

2016-07-28

6.77%

return, since fund started

Russell Lifepointsâ® Target Date 2025 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$23,641,670
Icon v 05

Annual Fee

1.04%
Icon v 03

Return since Fund Started

6.77%
Icon v 03

Date Fund Started

2007-09-30

4.70%

return, since fund started

Lifestages Auto Option Age 45 54

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$25,127,938
Icon v 05

Annual Fee

1.04%
Icon v 03

Return since Fund Started

4.70%
Icon v 03

Date Fund Started

2015-10-14

13.11%

return, since fund started

Australasian Share Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$42,806,917
Icon v 05

Annual Fee

1.04%
Icon v 03

Return since Fund Started

13.11%
Icon v 03

Date Fund Started

2007-10-01

6.80%

return, since fund started

Balanced

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,874,195,911
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Fund Started

6.80%
Icon v 03

Date Fund Started

2007-10-01

8.90%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$464,151,154
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Fund Started

8.90%
Icon v 03

Date Fund Started

2007-10-01

12.65%

return, since fund started

Australasian Property Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$30,544,253
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Fund Started

12.65%
Icon v 03

Date Fund Started

2007-10-01

6.67%

return, since fund started

International Property Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$7,863,171
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Fund Started

6.67%
Icon v 03

Date Fund Started

2007-10-01

10.25%

return, since fund started

International Share Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$59,327,666
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Fund Started

10.25%
Icon v 03

Date Fund Started

2007-10-01

7.59%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$595,413,009
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Fund Started

7.59%
Icon v 03

Date Fund Started

2007-10-01

11.56%

return, since fund started

Milford Kiwisaver Active Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,752,158,978
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Fund Started

11.56%
Icon v 03

Date Fund Started

2010-04-01

3.47%

return, since fund started

Anz Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$20,056,367
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Fund Started

3.47%
Icon v 03

Date Fund Started

2016-07-28

6.71%

return, since fund started

Russell Lifepointsâ® Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$28,700,337
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Fund Started

6.71%
Icon v 03

Date Fund Started

2007-09-30

8.85%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,453,761,989
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Fund Started

8.85%
Icon v 03

Date Fund Started

2007-10-01

6.23%

return, since fund started

Glidepath Age 60

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,146,863
Icon v 05

Annual Fee

1.07%
Icon v 03

Return since Fund Started

6.23%
Icon v 03

Date Fund Started

2017-10-31

8.51%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$176,799,768
Icon v 05

Annual Fee

1.07%
Icon v 03

Return since Fund Started

8.51%
Icon v 03

Date Fund Started

2007-10-01

5.90%

return, since fund started

Asb Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$29,670,500
Icon v 05

Annual Fee

1.08%
Icon v 03

Return since Fund Started

5.90%
Icon v 03

Date Fund Started

2016-07-28

8.22%

return, since fund started

Glidepath Age 40

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,411,283
Icon v 05

Annual Fee

1.09%
Icon v 03

Return since Fund Started

8.22%
Icon v 03

Date Fund Started

2014-07-01

4.50%

return, since fund started

Amp Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$579,854,529
Icon v 05

Annual Fee

1.09%
Icon v 03

Return since Fund Started

4.50%
Icon v 03

Date Fund Started

2007-10-01

4.50%

return, since fund started

Amp Moderate Fund (Lifesteps)

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$429,320,788
Icon v 05

Annual Fee

1.09%
Icon v 03

Return since Fund Started

4.50%
Icon v 03

Date Fund Started

2007-10-01

5.59%

return, since fund started

Lifestages Auto Option Age 35 44

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$21,508,615
Icon v 05

Annual Fee

1.09%
Icon v 03

Return since Fund Started

5.59%
Icon v 03

Date Fund Started

2015-10-14

6.66%

return, since fund started

Balanced Strategy

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$860,152,011
Icon v 05

Annual Fee

1.10%
Icon v 03

Return since Fund Started

6.66%
Icon v 03

Date Fund Started

2009-06-12

7.88%

return, since fund started

Russell Lifepointsâ® Target Date 2035 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$25,144,057
Icon v 05

Annual Fee

1.12%
Icon v 03

Return since Fund Started

7.88%
Icon v 03

Date Fund Started

2007-09-30

8.59%

return, since fund started

Growth

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,733,087,429
Icon v 05

Annual Fee

1.13%
Icon v 03

Return since Fund Started

8.59%
Icon v 03

Date Fund Started

2007-10-01

4.21%

return, since fund started

Moderate Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$203,709,496
Icon v 05

Annual Fee

1.13%
Icon v 03

Return since Fund Started

4.21%
Icon v 03

Date Fund Started

2007-10-01

7.81%

return, since fund started

Russell Lifepointsâ® Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$208,645,524
Icon v 05

Annual Fee

1.13%
Icon v 03

Return since Fund Started

7.81%
Icon v 03

Date Fund Started

2007-09-30

4.19%

return, since fund started

Amp Income Generator Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$5,173,505
Icon v 05

Annual Fee

1.13%
Icon v 03

Return since Fund Started

4.19%
Icon v 03

Date Fund Started

2016-07-28

4.42%

return, since fund started

Nikko Am Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$29,471,323
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

4.42%
Icon v 03

Date Fund Started

2016-07-28

5.05%

return, since fund started

Amp Moderate Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$760,779,541
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

5.05%
Icon v 03

Date Fund Started

2007-10-01

5.05%

return, since fund started

Amp Moderate Balanced Fund (Lifesteps)

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$524,195,355
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

5.05%
Icon v 03

Date Fund Started

2007-10-01

8.44%

return, since fund started

Amp Australasian Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$6,428,155
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

8.44%
Icon v 03

Date Fund Started

2016-07-28

2.91%

return, since fund started

Income Strategy

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$45,242,867
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

2.91%
Icon v 03

Date Fund Started

2010-11-01

6.81%

return, since fund started

Lifestages High Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$174,420,540
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

6.81%
Icon v 03

Date Fund Started

2015-10-14

6.81%

return, since fund started

Lifestages Auto Option Age 0 34

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$21,065,052
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Fund Started

6.81%
Icon v 03

Date Fund Started

2015-10-14

6.97%

return, since fund started

Asb Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$25,744,028
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Fund Started

6.97%
Icon v 03

Date Fund Started

2016-07-28

5.63%

return, since fund started

Amp Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,003,678,042
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Fund Started

5.63%
Icon v 03

Date Fund Started

2007-10-01

5.63%

return, since fund started

Amp Balanced Fund (Lifesteps)

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$338,981,773
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Fund Started

5.63%
Icon v 03

Date Fund Started

2007-10-01

14.36%

return, since fund started

Milford Kiwisaver Aggressive Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$189,977,014
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Fund Started

14.36%
Icon v 03

Date Fund Started

2019-08-01

3.54%

return, since fund started

Asset Class Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$23,383,584
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Fund Started

3.54%
Icon v 03

Date Fund Started

2014-07-01

11.52%

return, since fund started

Milford Active Growth Wholesale Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$166,544,722
Icon v 05

Annual Fee

1.16%
Icon v 03

Return since Fund Started

11.52%
Icon v 03

Date Fund Started

2009-05-01

6.47%

return, since fund started

Amp Growth Fund (Lifesteps)

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$225,331,300
Icon v 05

Annual Fee

1.16%
Icon v 03

Return since Fund Started

6.47%
Icon v 03

Date Fund Started

2007-10-01

6.47%

return, since fund started

Amp Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$785,202,051
Icon v 05

Annual Fee

1.16%
Icon v 03

Return since Fund Started

6.47%
Icon v 03

Date Fund Started

2007-10-01

7.58%

return, since fund started

Anz Balanced Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$285,496,224
Icon v 05

Annual Fee

1.17%
Icon v 03

Return since Fund Started

7.58%
Icon v 03

Date Fund Started

2007-10-01

8.20%

return, since fund started

Amp International Shares Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,993,219
Icon v 05

Annual Fee

1.17%
Icon v 03

Return since Fund Started

8.20%
Icon v 03

Date Fund Started

2016-07-28

9.68%

return, since fund started

Glidepath Age 25

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$641,179
Icon v 05

Annual Fee

1.17%
Icon v 03

Return since Fund Started

9.68%
Icon v 03

Date Fund Started

2014-07-01

8.69%

return, since fund started

Equity Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$178,901,538
Icon v 05

Annual Fee

1.17%
Icon v 03

Return since Fund Started

8.69%
Icon v 03

Date Fund Started

2007-10-01

8.77%

return, since fund started

Russell Lifepointsâ® Target Date 2045 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$21,397,333
Icon v 05

Annual Fee

1.18%
Icon v 03

Return since Fund Started

8.77%
Icon v 03

Date Fund Started

2007-09-30

3.11%

return, since fund started

Amp Property Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$6,131,013
Icon v 05

Annual Fee

1.19%
Icon v 03

Return since Fund Started

3.11%
Icon v 03

Date Fund Started

2016-07-28

7.92%

return, since fund started

Glidepath Age 50

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,635,835
Icon v 05

Annual Fee

1.19%
Icon v 03

Return since Fund Started

7.92%
Icon v 03

Date Fund Started

2017-10-31

8.66%

return, since fund started

Russell Lifepointsâ® Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$51,752,540
Icon v 05

Annual Fee

1.20%
Icon v 03

Return since Fund Started

8.66%
Icon v 03

Date Fund Started

2007-09-30

9.97%

return, since fund started

Russell Lifepointsâ® Target Date 2055 Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,472,917
Icon v 05

Annual Fee

1.21%
Icon v 03

Return since Fund Started

9.97%
Icon v 03

Date Fund Started

2016-02-19

5.88%

return, since fund started

Trans Tasman Share Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$10,710,615
Icon v 05

Annual Fee

1.22%
Icon v 03

Return since Fund Started

5.88%
Icon v 03

Date Fund Started

2010-05-21

2.18%

return, since fund started

Asset Class Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$18,904,558
Icon v 05

Annual Fee

1.22%
Icon v 03

Return since Fund Started

2.18%
Icon v 03

Date Fund Started

2017-09-29

8.45%

return, since fund started

Glidepath Age 30

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,980,736
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Fund Started

8.45%
Icon v 03

Date Fund Started

2017-10-31

8.43%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,319,744,069
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Fund Started

8.43%
Icon v 03

Date Fund Started

2007-10-02

5.18%

return, since fund started

Stepping Stones 65+

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$3,890,373
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Fund Started

5.18%
Icon v 03

Date Fund Started

2013-04-16

4.60%

return, since fund started

Stepping Stones Growth 65+

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$448,639
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Fund Started

4.60%
Icon v 03

Date Fund Started

2016-09-06

5.18%

return, since fund started

Conservative Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$436,415,516
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Fund Started

5.18%
Icon v 03

Date Fund Started

2013-04-16

4.49%

return, since fund started

Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$571,357,884
Icon v 05

Annual Fee

1.24%
Icon v 03

Return since Fund Started

4.49%
Icon v 03

Date Fund Started

2007-10-01

7.66%

return, since fund started

Socially Responsible Investment Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$104,229,398
Icon v 05

Annual Fee

1.25%
Icon v 03

Return since Fund Started

7.66%
Icon v 03

Date Fund Started

2014-07-01

5.51%

return, since fund started

Stepping Stones 61 64

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$8,830,960
Icon v 05

Annual Fee

1.25%
Icon v 03

Return since Fund Started

5.51%
Icon v 03

Date Fund Started

2013-04-16

5.00%

return, since fund started

Stepping Stones Growth 61 64

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$2,927,903
Icon v 05

Annual Fee

1.25%
Icon v 03

Return since Fund Started

5.00%
Icon v 03

Date Fund Started

2016-09-06

5.83%

return, since fund started

Stepping Stones 56 60

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$15,408,485
Icon v 05

Annual Fee

1.27%
Icon v 03

Return since Fund Started

5.83%
Icon v 03

Date Fund Started

2013-04-16

6.90%

return, since fund started

Amp Aggressive Fund (Lifesteps)

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$110,538,312
Icon v 05

Annual Fee

1.27%
Icon v 03

Return since Fund Started

6.90%
Icon v 03

Date Fund Started

2007-10-01

6.90%

return, since fund started

Amp Aggressive Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$397,821,455
Icon v 05

Annual Fee

1.27%
Icon v 03

Return since Fund Started

6.90%
Icon v 03

Date Fund Started

2007-10-01

8.94%

return, since fund started

Milford Kiwisaver Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$457,248,157
Icon v 05

Annual Fee

1.28%
Icon v 03

Return since Fund Started

8.94%
Icon v 03

Date Fund Started

2010-04-01

6.70%

return, since fund started

Anz Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$31,277,473
Icon v 05

Annual Fee

1.28%
Icon v 03

Return since Fund Started

6.70%
Icon v 03

Date Fund Started

2016-07-28

5.89%

return, since fund started

Mercer Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$53,500,576
Icon v 05

Annual Fee

1.28%
Icon v 03

Return since Fund Started

5.89%
Icon v 03

Date Fund Started

2007-10-01

4.96%

return, since fund started

Asset Class Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$79,912,741
Icon v 05

Annual Fee

1.29%
Icon v 03

Return since Fund Started

4.96%
Icon v 03

Date Fund Started

2014-07-01

6.79%

return, since fund started

Balanced Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$386,652,673
Icon v 05

Annual Fee

1.30%
Icon v 03

Return since Fund Started

6.79%
Icon v 03

Date Fund Started

2010-04-28

7.29%

return, since fund started

Nikko Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$11,168,047
Icon v 05

Annual Fee

1.30%
Icon v 03

Return since Fund Started

7.29%
Icon v 03

Date Fund Started

2007-10-31

8.07%

return, since fund started

Socially Responsible Investment High Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$131,698,814
Icon v 05

Annual Fee

1.30%
Icon v 03

Return since Fund Started

8.07%
Icon v 03

Date Fund Started

2010-05-21

6.91%

return, since fund started

Shielded Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$4,009,681
Icon v 05

Annual Fee

1.33%
Icon v 03

Return since Fund Started

6.91%
Icon v 03

Date Fund Started

2018-05-31

6.57%

return, since fund started

Stepping Stones Growth 56 60

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$12,547,554
Icon v 05

Annual Fee

1.34%
Icon v 03

Return since Fund Started

6.57%
Icon v 03

Date Fund Started

2016-09-06

6.65%

return, since fund started

Stepping Stones 46 55

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$35,203,021
Icon v 05

Annual Fee

1.34%
Icon v 03

Return since Fund Started

6.65%
Icon v 03

Date Fund Started

2013-04-16

4.14%

return, since fund started

High Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$426,105,128
Icon v 05

Annual Fee

1.35%
Icon v 03

Return since Fund Started

4.14%
Icon v 03

Date Fund Started

2007-10-01

4.66%

return, since fund started

Amp Ethical Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$16,099,426
Icon v 05

Annual Fee

1.35%
Icon v 03

Return since Fund Started

4.66%
Icon v 03

Date Fund Started

2016-07-28

8.01%

return, since fund started

Nikko Am Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$23,542,919
Icon v 05

Annual Fee

1.36%
Icon v 03

Return since Fund Started

8.01%
Icon v 03

Date Fund Started

2016-07-28

7.16%

return, since fund started

Nikko Am Balanced Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$87,707,343
Icon v 05

Annual Fee

1.36%
Icon v 03

Return since Fund Started

7.16%
Icon v 03

Date Fund Started

2007-10-01

8.58%

return, since fund started

International Share Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$18,360,419
Icon v 05

Annual Fee

1.38%
Icon v 03

Return since Fund Started

8.58%
Icon v 03

Date Fund Started

2010-05-21

9.48%

return, since fund started

Sustainable International Share Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$13,946,584
Icon v 05

Annual Fee

1.40%
Icon v 03

Return since Fund Started

9.48%
Icon v 03

Date Fund Started

2008-08-25

8.04%

return, since fund started

Stepping Stones Growth 51 55

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$14,318,568
Icon v 05

Annual Fee

1.42%
Icon v 03

Return since Fund Started

8.04%
Icon v 03

Date Fund Started

2016-09-06

7.76%

return, since fund started

Stepping Stones 36 45

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$29,187,919
Icon v 05

Annual Fee

1.42%
Icon v 03

Return since Fund Started

7.76%
Icon v 03

Date Fund Started

2013-04-16

8.63%

return, since fund started

Stepping Stones Growth 0 50

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$41,538,518
Icon v 05

Annual Fee

1.45%
Icon v 03

Return since Fund Started

8.63%
Icon v 03

Date Fund Started

2016-09-06

8.43%

return, since fund started

Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$783,055,350
Icon v 05

Annual Fee

1.45%
Icon v 03

Return since Fund Started

8.43%
Icon v 03

Date Fund Started

2013-04-16

8.87%

return, since fund started

Stepping Stones 0 35

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$29,532,435
Icon v 05

Annual Fee

1.51%
Icon v 03

Return since Fund Started

8.87%
Icon v 03

Date Fund Started

2013-04-16

11.06%

return, since fund started

Cpp Fund No. 5

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$19,291,911
Icon v 05

Annual Fee

1.53%
Icon v 03

Return since Fund Started

11.06%
Icon v 03

Date Fund Started

2012-10-03

11.33%

return, since fund started

Cpp Fund No. 4

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$23,713,942
Icon v 05

Annual Fee

1.53%
Icon v 03

Return since Fund Started

11.33%
Icon v 03

Date Fund Started

2011-10-03

9.30%

return, since fund started

Focused Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$1,025,747,820
Icon v 05

Annual Fee

1.56%
Icon v 03

Return since Fund Started

9.30%
Icon v 03

Date Fund Started

2013-04-16

5.91%

return, since fund started

Guaranteed Income Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$12,192,071
Icon v 05

Annual Fee

1.59%
Icon v 03

Return since Fund Started

5.91%
Icon v 03

Date Fund Started

2017-10-24

3.44%

return, since fund started

Lifestages Capital Stable Portfolio

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$139,257,847
Icon v 05

Annual Fee

1.64%
Icon v 03

Return since Fund Started

3.44%
Icon v 03

Date Fund Started

2007-09-30

9.04%

return, since fund started

Geared Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$114,424,819
Icon v 05

Annual Fee

1.68%
Icon v 03

Return since Fund Started

9.04%
Icon v 03

Date Fund Started

2009-07-15

4.65%

return, since fund started

Lifecycle Age 75

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$443,156
Icon v 05

Annual Fee

1.68%
Icon v 03

Return since Fund Started

4.65%
Icon v 03

Date Fund Started

2010-11-01

1.90%

return, since fund started

Amp Global Multi Asset Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$12,766,214
Icon v 05

Annual Fee

1.70%
Icon v 03

Return since Fund Started

1.90%
Icon v 03

Date Fund Started

2016-07-28

4.91%

return, since fund started

Lifecycle Age 65

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$7,120,139
Icon v 05

Annual Fee

1.76%
Icon v 03

Return since Fund Started

4.91%
Icon v 03

Date Fund Started

2010-11-01

4.74%

return, since fund started

Inflation Strategy

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$65,284,210
Icon v 05

Annual Fee

1.82%
Icon v 03

Return since Fund Started

4.74%
Icon v 03

Date Fund Started

2010-11-01

9.14%

return, since fund started

Amanah Growth Fund

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$25,315,339
Icon v 05

Annual Fee

1.89%
Icon v 03

Return since Fund Started

9.14%
Icon v 03

Date Fund Started

2014-03-24

5.86%

return, since fund started

Lifecycle Age 0 54

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$190,677,888
Icon v 05

Annual Fee

2.05%
Icon v 03

Return since Fund Started

5.86%
Icon v 03

Date Fund Started

2010-11-01

6.11%

return, since fund started

Growth Strategy

at 65 years of age

Icon v 01

Retirement Balance

Icon v 01

Value of Fund

$252,843,555
Icon v 05

Annual Fee

2.13%
Icon v 03

Return since Fund Started

6.11%
Icon v 03

Date Fund Started

2010-11-01
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