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NZ FUNDS KIWISAVER SCHEME

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,36%

Value of Plan

$7727813,56

Annual Fee

0.00%

Return since Plan Started

Date Plan Started

8/31/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.81%

return, since plan started

Milford KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,68%

Value of Plan

$114209197,1

Annual Fee

0,2%

Return since Plan Started

0,81%

Date Plan Started

3/27/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-8.13%

return, since plan started

Superlife Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,99%

Value of Plan

$390,277,999

Annual Fee

0,2%

Return since Plan Started

-8,13%

Date Plan Started

12/1/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.55%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$72423092,58

Annual Fee

0,22%

Return since Plan Started

1,55%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.61%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,54%

Value of Plan

$985723469,4

Annual Fee

0,23%

Return since Plan Started

1,61%

Date Plan Started

8/12/2008

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.6%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$27417732,72

Annual Fee

0,23%

Return since Plan Started

1,6%

Date Plan Started

11/15/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.59%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,62%

Value of Plan

$587896374,5

Annual Fee

0,27%

Return since Plan Started

1,59%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.56%

return, since plan started

Bnz KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$314710389,6

Annual Fee

0,3%

Return since Plan Started

1,56%

Date Plan Started

2/11/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-12.09%

return, since plan started

Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,2%

Value of Plan

$371072802,1

Annual Fee

0,3%

Return since Plan Started

-12,09%

Date Plan Started

12/1/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.49%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,52%

Value of Plan

$33937150,45

Annual Fee

0,31%

Return since Plan Started

1,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.82%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,02%

Value of Plan

$1,775,288,305

Annual Fee

0,31%

Return since Plan Started

5,82%

Date Plan Started

9/1/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.04%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,03%

Value of Plan

$457188281,6

Annual Fee

0,31%

Return since Plan Started

4,04%

Date Plan Started

9/1/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.9%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,63%

Value of Plan

$136,675,158

Annual Fee

0,31%

Return since Plan Started

1,9%

Date Plan Started

9/1/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.51%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$847869504,5

Annual Fee

0,35%

Return since Plan Started

1,51%

Date Plan Started

10/2/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-9.61%

return, since plan started

Bnz KiwiSaver Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,95%

Value of Plan

$464273419,3

Annual Fee

0,35%

Return since Plan Started

-9,61%

Date Plan Started

12/1/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-8.66%

return, since plan started

Default Saver Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,31%

Value of Plan

$395971319,8

Annual Fee

0,35%

Return since Plan Started

-8,66%

Date Plan Started

12/1/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

return, since plan started

Default

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,52%

Value of Plan

$495,866,496

Annual Fee

0,37%

Return since Plan Started

Date Plan Started

12/1/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.72%

return, since plan started

Amp Defensive Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,23%

Value of Plan

$411496666,2

Annual Fee

0,38%

Return since Plan Started

2,72%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.85%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,34%

Value of Plan

$40780047,15

Annual Fee

0,38%

Return since Plan Started

2,85%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.81%

return, since plan started

Defensive Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,87%

Value of Plan

$219807204,1

Annual Fee

0,39%

Return since Plan Started

2,81%

Date Plan Started

7/2/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.95%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,74%

Value of Plan

$3,198,568,873

Annual Fee

0,4%

Return since Plan Started

2,95%

Date Plan Started

10/2/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.51%

return, since plan started

New Zealand Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,29%

Value of Plan

$6831299,32

Annual Fee

0,4%

Return since Plan Started

1,51%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

return, since plan started

Default Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,28%

Value of Plan

$554222978,2

Annual Fee

0,4%

Return since Plan Started

Date Plan Started

12/1/2021

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.28%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,96%

Value of Plan

$623859615,3

Annual Fee

0,43%

Return since Plan Started

3,28%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.22%

return, since plan started

Sustainable Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,04%

Value of Plan

$708559269,2

Annual Fee

0,46%

Return since Plan Started

3,22%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.06%

return, since plan started

Bnz KiwiSaver First Home Buyer Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,38%

Value of Plan

$280169133,7

Annual Fee

0,47%

Return since Plan Started

2,06%

Date Plan Started

9/15/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.62%

return, since plan started

Bnz KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,43%

Value of Plan

$801227165,2

Annual Fee

0,48%

Return since Plan Started

2,62%

Date Plan Started

2/11/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.21%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,91%

Value of Plan

$2,856,784,600

Annual Fee

0,48%

Return since Plan Started

3,21%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-0.21%

return, since plan started

Uk Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2,35%

Value of Plan

$1,113,377

Annual Fee

0,49%

Return since Plan Started

-0,21%

Date Plan Started

3/26/2012

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.85%

return, since plan started

Cash

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,66%

Value of Plan

$376,941,735

Annual Fee

0,49%

Return since Plan Started

1,85%

Date Plan Started

9/12/2012

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.76%

return, since plan started

Summer New Zealand Cash

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,31%

Value of Plan

$5604858,56

Annual Fee

0,5%

Return since Plan Started

0,76%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.62%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,06%

Value of Plan

$725655623,3

Annual Fee

0,51%

Return since Plan Started

3,62%

Date Plan Started

7/2/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.36%

return, since plan started

Bnz KiwiSaver Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,65%

Value of Plan

$1,276,887,516

Annual Fee

0,51%

Return since Plan Started

6,36%

Date Plan Started

2/11/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.98%

return, since plan started

Bnz KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,1%

Value of Plan

$702104237,7

Annual Fee

0,51%

Return since Plan Started

4,98%

Date Plan Started

2/11/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.9%

return, since plan started

Bnz KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,84%

Value of Plan

$678973082,5

Annual Fee

0,51%

Return since Plan Started

3,9%

Date Plan Started

2/11/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.23%

return, since plan started

Cash Enhanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,08%

Value of Plan

$290967304,2

Annual Fee

0,52%

Return since Plan Started

3,23%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.79%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$69,592,991

Annual Fee

0,52%

Return since Plan Started

1,79%

Date Plan Started

10/8/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-5.23%

return, since plan started

S&P/Nzx Nz Government Bond Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,32%

Value of Plan

$498,277

Annual Fee

0,54%

Return since Plan Started

-5,23%

Date Plan Started

7/15/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.3%

return, since plan started

Nz Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,73%

Value of Plan

$30,829,802

Annual Fee

0,54%

Return since Plan Started

2,3%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.27%

return, since plan started

Overseas Non Government Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,39%

Value of Plan

$15,616,846

Annual Fee

0,54%

Return since Plan Started

1,27%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

9.37%

return, since plan started

Us 500 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,68%

Value of Plan

$31,575,993

Annual Fee

0,54%

Return since Plan Started

9,37%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.2%

return, since plan started

Superlife Age Steps Age 80

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,93%

Value of Plan

$42,955

Annual Fee

0,56%

Return since Plan Started

2,2%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.13%

return, since plan started

Superlife Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,25%

Value of Plan

$188,472,907

Annual Fee

0,56%

Return since Plan Started

2,13%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.41%

return, since plan started

Superlife Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,51%

Value of Plan

$25,941,946

Annual Fee

0,57%

Return since Plan Started

3,41%

Date Plan Started

11/15/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

9.14%

return, since plan started

Us Large Value Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4,01%

Value of Plan

$8,462,725

Annual Fee

0,57%

Return since Plan Started

9,14%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.91%

return, since plan started

Us Large Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-29,71%

Value of Plan

$40,619,815

Annual Fee

0,57%

Return since Plan Started

8,91%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.24%

return, since plan started

Amp Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,28%

Value of Plan

$97837372,85

Annual Fee

0,57%

Return since Plan Started

1,24%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.13%

return, since plan started

International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,8%

Value of Plan

$2220053,91

Annual Fee

0,57%

Return since Plan Started

1,13%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.67%

return, since plan started

Us Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,76%

Value of Plan

$3,190,119

Annual Fee

0,57%

Return since Plan Started

6,67%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.03%

return, since plan started

Us Small Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,77%

Value of Plan

$4,307,015

Annual Fee

0,57%

Return since Plan Started

6,03%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.73%

return, since plan started

Superlife Age Steps Age 70

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9.00%

Value of Plan

$2,751,817

Annual Fee

0,58%

Return since Plan Started

3,73%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.25%

return, since plan started

Global Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-23,11%

Value of Plan

$15,434,924

Annual Fee

0,58%

Return since Plan Started

5,25%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.62%

return, since plan started

Total World (Nzd Hedged) Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,67%

Value of Plan

$2,664,235

Annual Fee

0,58%

Return since Plan Started

4,62%

Date Plan Started

7/15/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.1%

return, since plan started

Overseas Shares (Currency Hedged) Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,35%

Value of Plan

$20,192,513

Annual Fee

0,58%

Return since Plan Started

8,1%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.91%

return, since plan started

Total World Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,92%

Value of Plan

$9,739,587

Annual Fee

0,58%

Return since Plan Started

5,91%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

9.66%

return, since plan started

Overseas Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,4%

Value of Plan

$22,939,505

Annual Fee

0,58%

Return since Plan Started

9,66%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.25%

return, since plan started

Nz Top 10 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,05%

Value of Plan

$6,277,378

Annual Fee

0,59%

Return since Plan Started

8,25%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.57%

return, since plan started

Overseas Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,39%

Value of Plan

$8,621,353

Annual Fee

0,59%

Return since Plan Started

1,57%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

10.14%

return, since plan started

Australian Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,34%

Value of Plan

$28,853,120

Annual Fee

0,59%

Return since Plan Started

10,14%

Date Plan Started

1/19/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.23%

return, since plan started

Nz Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,34%

Value of Plan

$3,963,996

Annual Fee

0,59%

Return since Plan Started

7,23%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.27%

return, since plan started

Australian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,72%

Value of Plan

$18,353,797

Annual Fee

0,59%

Return since Plan Started

5,27%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.57%

return, since plan started

Australian Top 20 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,14%

Value of Plan

$3,316,959

Annual Fee

0,59%

Return since Plan Started

5,57%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

9.41%

return, since plan started

S&P/Asx 200 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2,88%

Value of Plan

$2,391,934

Annual Fee

0,59%

Return since Plan Started

9,41%

Date Plan Started

7/15/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.11%

return, since plan started

Nz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-21,23%

Value of Plan

$6,977,434

Annual Fee

0,59%

Return since Plan Started

5,11%

Date Plan Started

11/11/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

13.02%

return, since plan started

Australian Resources Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

16,98%

Value of Plan

$18,054,973

Annual Fee

0,59%

Return since Plan Started

13,02%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.91%

return, since plan started

Australian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-19,03%

Value of Plan

$1,738,630

Annual Fee

0,59%

Return since Plan Started

3,91%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

9.62%

return, since plan started

Nz Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,54%

Value of Plan

$6,946,543

Annual Fee

0,59%

Return since Plan Started

9,62%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-7.02%

return, since plan started

Global Aggregate Bond Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,37%

Value of Plan

$532,204

Annual Fee

0,59%

Return since Plan Started

-7,02%

Date Plan Started

7/15/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.49%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,75%

Value of Plan

$1,852,141,897

Annual Fee

0,59%

Return since Plan Started

5,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-1.57%

return, since plan started

S&P/Nzx 50 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,75%

Value of Plan

$2,919,374

Annual Fee

0,59%

Return since Plan Started

-1,57%

Date Plan Started

7/15/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.49%

return, since plan started

Nz Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,16%

Value of Plan

$25,472,396

Annual Fee

0,59%

Return since Plan Started

8,49%

Date Plan Started

10/24/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.87%

return, since plan started

Nz Top 50 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,15%

Value of Plan

$58,303,454

Annual Fee

0,59%

Return since Plan Started

8,87%

Date Plan Started

1/19/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.58%

return, since plan started

Asia Pacific Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,01%

Value of Plan

$3,997,327

Annual Fee

0,59%

Return since Plan Started

2,58%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.26%

return, since plan started

Europe Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,94%

Value of Plan

$3,986,460

Annual Fee

0,59%

Return since Plan Started

2,26%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.36%

return, since plan started

Australian Financials Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0,51%

Value of Plan

$2,221,183

Annual Fee

0,59%

Return since Plan Started

3,36%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.55%

return, since plan started

Australian Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0,68%

Value of Plan

$1,225,284

Annual Fee

0,59%

Return since Plan Started

1,55%

Date Plan Started

9/21/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.61%

return, since plan started

Superlife Age Steps Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,26%

Value of Plan

$19,006,625

Annual Fee

0,6%

Return since Plan Started

4,61%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.12%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,77%

Value of Plan

$2,277,367,107

Annual Fee

0,6%

Return since Plan Started

4,12%

Date Plan Started

10/2/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.46%

return, since plan started

Juno Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,12%

Value of Plan

$58762543,87

Annual Fee

0,6%

Return since Plan Started

1,46%

Date Plan Started

8/1/2018

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.29%

return, since plan started

Superlife Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,74%

Value of Plan

$59,791,602

Annual Fee

0,6%

Return since Plan Started

5,29%

Date Plan Started

2/23/2009

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.52%

return, since plan started

Superlife Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,11%

Value of Plan

$44,879,035

Annual Fee

0,61%

Return since Plan Started

5,52%

Date Plan Started

9/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.53%

return, since plan started

Superlife Age Steps Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,46%

Value of Plan

$19,579,718

Annual Fee

0,61%

Return since Plan Started

5,53%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.88%

return, since plan started

Default

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4,92%

Value of Plan

$287,176,135

Annual Fee

0,62%

Return since Plan Started

2,88%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.65%

return, since plan started

Juno Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-25,63%

Value of Plan

$405197420,5

Annual Fee

0,62%

Return since Plan Started

3,65%

Date Plan Started

8/1/2018

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.74%

return, since plan started

Superlife Age Steps Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,81%

Value of Plan

$5,574,299

Annual Fee

0,62%

Return since Plan Started

5,74%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.74%

return, since plan started

Superlife Age Steps Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,81%

Value of Plan

$10,664,553

Annual Fee

0,62%

Return since Plan Started

5,74%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.49%

return, since plan started

Preservation Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0,79%

Value of Plan

$42153399,86

Annual Fee

0,62%

Return since Plan Started

1,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.54%

return, since plan started

Superlife High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,24%

Value of Plan

$495,963,142

Annual Fee

0,63%

Return since Plan Started

6,54%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.38%

return, since plan started

Superlife Age Steps Age 20

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,95%

Value of Plan

$1,553,420

Annual Fee

0,63%

Return since Plan Started

6,38%

Date Plan Started

9/15/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.66%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,07%

Value of Plan

$2,364,054,840

Annual Fee

0,64%

Return since Plan Started

6,66%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.1%

return, since plan started

Enhanced Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,2%

Value of Plan

$65209130,05

Annual Fee

0,65%

Return since Plan Started

2,1%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.83%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,75%

Value of Plan

$2,692,741,021

Annual Fee

0,65%

Return since Plan Started

5,83%

Date Plan Started

10/2/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.1%

return, since plan started

Sustainable Plus Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8.00%

Value of Plan

$209369635,8

Annual Fee

0,66%

Return since Plan Started

3,1%

Date Plan Started

2/18/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.39%

return, since plan started

Juno Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,27%

Value of Plan

$28767522,01

Annual Fee

0,67%

Return since Plan Started

0,39%

Date Plan Started

8/1/2018

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.94%

return, since plan started

Ethica Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,73%

Value of Plan

$54,948,306

Annual Fee

0,7%

Return since Plan Started

5,94%

Date Plan Started

3/31/2008

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.23%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,36%

Value of Plan

$4,598,484,115

Annual Fee

0,7%

Return since Plan Started

7,23%

Date Plan Started

10/2/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.05%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,16%

Value of Plan

$460384909,4

Annual Fee

0,71%

Return since Plan Started

3,05%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.03%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,16%

Value of Plan

$1,263,280,636

Annual Fee

0,72%

Return since Plan Started

3,03%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.74%

return, since plan started

Cashplus

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0,76%

Value of Plan

$103,166,488

Annual Fee

0,72%

Return since Plan Started

1,74%

Date Plan Started

6/1/2012

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.8%

return, since plan started

Emerging Markets Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,93%

Value of Plan

$16,564,919

Annual Fee

0,73%

Return since Plan Started

2,8%

Date Plan Started

1/28/2011

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.45%

return, since plan started

Summer Global Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,68%

Value of Plan

$1066065,9

Annual Fee

0,75%

Return since Plan Started

0,45%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.96%

return, since plan started

Summer Conservative Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,78%

Value of Plan

$11037591,24

Annual Fee

0,75%

Return since Plan Started

0,96%

Date Plan Started

4/8/2019

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.71%

return, since plan started

Summer New Zealand Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4,1%

Value of Plan

$5635360,6

Annual Fee

0,75%

Return since Plan Started

0,71%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-0.18%

return, since plan started

Amp Nz Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,73%

Value of Plan

$2550062,58

Annual Fee

0,77%

Return since Plan Started

-0,18%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.51%

return, since plan started

Sustainable Plus Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,4%

Value of Plan

$539,038,815

Annual Fee

0,77%

Return since Plan Started

5,51%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.16%

return, since plan started

Lifestages Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,6%

Value of Plan

$210899477,2

Annual Fee

0,81%

Return since Plan Started

0,16%

Date Plan Started

10/14/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.19%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,8%

Value of Plan

$98494420,62

Annual Fee

0,82%

Return since Plan Started

4,19%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.23%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,8%

Value of Plan

$1,484,569,767

Annual Fee

0,82%

Return since Plan Started

4,23%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.24%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,79%

Value of Plan

$216214788,8

Annual Fee

0,82%

Return since Plan Started

4,24%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.56%

return, since plan started

Amp International Shares Fund No. 2

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,51%

Value of Plan

$14298681,16

Annual Fee

0,83%

Return since Plan Started

7,56%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

-0.49%

return, since plan started

Amp Global Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,09%

Value of Plan

$579122,93

Annual Fee

0,84%

Return since Plan Started

-0,49%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.49%

return, since plan started

Amp Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,75%

Value of Plan

$417230498,1

Annual Fee

0,86%

Return since Plan Started

2,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.49%

return, since plan started

Amp Conservative Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,75%

Value of Plan

$176319811,8

Annual Fee

0,86%

Return since Plan Started

2,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.15%

return, since plan started

Sustainable Plus Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,46%

Value of Plan

$203742494,1

Annual Fee

0,87%

Return since Plan Started

5,15%

Date Plan Started

2/18/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.48%

return, since plan started

Lifestages Auto Option Age 65+

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,26%

Value of Plan

$8100312,55

Annual Fee

0,88%

Return since Plan Started

1,48%

Date Plan Started

10/14/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.2%

return, since plan started

Conservative

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,64%

Value of Plan

$946,455,386

Annual Fee

0,89%

Return since Plan Started

3,2%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.95%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,59%

Value of Plan

$376329,61

Annual Fee

0,89%

Return since Plan Started

2,95%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.74%

return, since plan started

Amp Australasian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,62%

Value of Plan

$8180761,47

Annual Fee

0,89%

Return since Plan Started

5,74%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.17%

return, since plan started

Summer Balanced Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,17%

Value of Plan

$116087767,4

Annual Fee

0,9%

Return since Plan Started

4,17%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.17%

return, since plan started

Summer New Zealand Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,28%

Value of Plan

$18228987,74

Annual Fee

0,9%

Return since Plan Started

8,17%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.59%

return, since plan started

Summer Listed Property

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-20,75%

Value of Plan

$6980314,73

Annual Fee

0,9%

Return since Plan Started

3,59%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.63%

return, since plan started

Summer Global Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-19,73%

Value of Plan

$24813940,6

Annual Fee

0,9%

Return since Plan Started

5,63%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.73%

return, since plan started

Summer Australian Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0,35%

Value of Plan

$15475043,73

Annual Fee

0,9%

Return since Plan Started

6,73%

Date Plan Started

9/19/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.11%

return, since plan started

Summer Growth Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,13%

Value of Plan

$63828114,84

Annual Fee

0,9%

Return since Plan Started

3,11%

Date Plan Started

4/8/2019

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.27%

return, since plan started

Amp Moderate Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,32%

Value of Plan

$456615405,5

Annual Fee

0,9%

Return since Plan Started

3,27%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.27%

return, since plan started

Amp Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,32%

Value of Plan

$602363750,5

Annual Fee

0,9%

Return since Plan Started

3,27%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.21%

return, since plan started

Capital Guaranteed Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0,54%

Value of Plan

$70301883,95

Annual Fee

0,9%

Return since Plan Started

1,21%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.42%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,3%

Value of Plan

$292981392,3

Annual Fee

0,91%

Return since Plan Started

3,42%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.8%

return, since plan started

Sustainable Plus High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14.00%

Value of Plan

$290063013,8

Annual Fee

0,92%

Return since Plan Started

7,8%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.49%

return, since plan started

Amp Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,08%

Value of Plan

$297594535,9

Annual Fee

0,92%

Return since Plan Started

4,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.49%

return, since plan started

Amp Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,08%

Value of Plan

$1,013,089,905

Annual Fee

0,92%

Return since Plan Started

4,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.86%

return, since plan started

Amp Moderate Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,11%

Value of Plan

$487999207,6

Annual Fee

0,92%

Return since Plan Started

3,86%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.86%

return, since plan started

Amp Moderate Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,11%

Value of Plan

$783906582,3

Annual Fee

0,92%

Return since Plan Started

3,86%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.41%

return, since plan started

Glidepath Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,02%

Value of Plan

$4658109,38

Annual Fee

0,92%

Return since Plan Started

3,41%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.39%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,21%

Value of Plan

$1,060,395,228

Annual Fee

0,93%

Return since Plan Started

3,39%

Date Plan Started

6/12/2009

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.63%

return, since plan started

Amp Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,92%

Value of Plan

$828607905,2

Annual Fee

0,93%

Return since Plan Started

5,63%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.63%

return, since plan started

Amp Growth Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,92%

Value of Plan

$201320642,2

Annual Fee

0,93%

Return since Plan Started

5,63%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.47%

return, since plan started

Sustainable Plus Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16,41%

Value of Plan

$45655324,6

Annual Fee

0,94%

Return since Plan Started

6,47%

Date Plan Started

2/18/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.54%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,58%

Value of Plan

$1,412,424,697

Annual Fee

0,94%

Return since Plan Started

5,54%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.42%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,38%

Value of Plan

$619452219,2

Annual Fee

0,94%

Return since Plan Started

5,42%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.2%

return, since plan started

Milford KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,65%

Value of Plan

$205101201,8

Annual Fee

0,95%

Return since Plan Started

5,2%

Date Plan Started

10/1/2012

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.1%

return, since plan started

Glidepath Age 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,34%

Value of Plan

$10173343,69

Annual Fee

0,95%

Return since Plan Started

5,1%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.3%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,38%

Value of Plan

$229195466,2

Annual Fee

0,95%

Return since Plan Started

5,3%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.38%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,38%

Value of Plan

$3,077,577,645

Annual Fee

0,95%

Return since Plan Started

5,38%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.61%

return, since plan started

Amp International Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,74%

Value of Plan

$7596502,07

Annual Fee

0,96%

Return since Plan Started

6,61%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.16%

return, since plan started

Amp Aggressive Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,75%

Value of Plan

$114350029,9

Annual Fee

0,96%

Return since Plan Started

6,16%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.16%

return, since plan started

Amp Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,75%

Value of Plan

$562141126,8

Annual Fee

0,96%

Return since Plan Started

6,16%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.42%

return, since plan started

Amp Balanced Fund No. 2

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,12%

Value of Plan

$23968994,97

Annual Fee

0,97%

Return since Plan Started

3,42%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.19%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,85%

Value of Plan

$433095,85

Annual Fee

0,98%

Return since Plan Started

2,19%

Date Plan Started

10/31/2017

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.59%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,82%

Value of Plan

$555295065,5

Annual Fee

0,99%

Return since Plan Started

6,59%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.09%

return, since plan started

Milford KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,18%

Value of Plan

$113271112,7

Annual Fee

1.00%

Return since Plan Started

5,09%

Date Plan Started

3/27/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

0.07%

return, since plan started

Positive Impact Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,68%

Value of Plan

$109052027,8

Annual Fee

1.00%

Return since Plan Started

0,07%

Date Plan Started

7/25/2019

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.49%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,82%

Value of Plan

$232383178,8

Annual Fee

1.00%

Return since Plan Started

6,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.55%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,82%

Value of Plan

$2,829,603,829

Annual Fee

1.00%

Return since Plan Started

6,55%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

11.00%

return, since plan started

Sustainable International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,09%

Value of Plan

$24846919,46

Annual Fee

1,02%

Return since Plan Started

11.00%

Date Plan Started

8/25/2008

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.13%

return, since plan started

Asb Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,98%

Value of Plan

$25501792,02

Annual Fee

1,02%

Return since Plan Started

2,13%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

9.88%

return, since plan started

Australasian Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,05%

Value of Plan

$41122678,83

Annual Fee

1,03%

Return since Plan Started

9,88%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.52%

return, since plan started

International Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-25,39%

Value of Plan

$7877666,97

Annual Fee

1,04%

Return since Plan Started

4,52%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.67%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,2%

Value of Plan

$520051541,1

Annual Fee

1,04%

Return since Plan Started

7,67%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.97%

return, since plan started

Balanced

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,45%

Value of Plan

$2,012,556,535

Annual Fee

1,04%

Return since Plan Started

5,97%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.15%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,46%

Value of Plan

$1,023,584,490

Annual Fee

1,04%

Return since Plan Started

7,15%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

10.12%

return, since plan started

Milford KiwiSaver Active Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,15%

Value of Plan

$3,322,113,763

Annual Fee

1,05%

Return since Plan Started

10,12%

Date Plan Started

4/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.6%

return, since plan started

Australasian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-22,76%

Value of Plan

$24627319,15

Annual Fee

1,05%

Return since Plan Started

7,6%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.57%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,21%

Value of Plan

$219878618,1

Annual Fee

1,05%

Return since Plan Started

7,57%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.63%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,2%

Value of Plan

$4,033,886,325

Annual Fee

1,05%

Return since Plan Started

7,63%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

10.18%

return, since plan started

International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,1%

Value of Plan

$65813127,89

Annual Fee

1,05%

Return since Plan Started

10,18%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.81%

return, since plan started

Asb Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,92%

Value of Plan

$33041177,79

Annual Fee

1,06%

Return since Plan Started

3,81%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.59%

return, since plan started

Anz Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,3%

Value of Plan

$21855191,07

Annual Fee

1,06%

Return since Plan Started

1,59%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.74%

return, since plan started

Glidepath Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,07%

Value of Plan

$8079478,8

Annual Fee

1,07%

Return since Plan Started

6,74%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.42%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,1%

Value of Plan

$216351923,5

Annual Fee

1,08%

Return since Plan Started

3,42%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.23%

return, since plan started

Lifestages High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16,56%

Value of Plan

$271079080,8

Annual Fee

1,08%

Return since Plan Started

5,23%

Date Plan Started

10/14/2015

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.11%

return, since plan started

Milford KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,52%

Value of Plan

$996242975,4

Annual Fee

1,09%

Return since Plan Started

8,11%

Date Plan Started

4/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

2.58%

return, since plan started

Income Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

8,77%

Value of Plan

$89549815,21

Annual Fee

1,1%

Return since Plan Started

2,58%

Date Plan Started

11/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.08%

return, since plan started

Nikko Am Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,29%

Value of Plan

$32404237,57

Annual Fee

1,12%

Return since Plan Started

2,08%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.35%

return, since plan started

Macquarie Income Generator Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,18%

Value of Plan

$3454931,44

Annual Fee

1,12%

Return since Plan Started

3,35%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.49%

return, since plan started

Growth

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,58%

Value of Plan

$2,134,935,208

Annual Fee

1,12%

Return since Plan Started

8,49%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.07%

return, since plan started

Asb Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,45%

Value of Plan

$35622584,44

Annual Fee

1,12%

Return since Plan Started

5,07%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

2.05%

return, since plan started

Asset Class Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,51%

Value of Plan

$22100740,81

Annual Fee

1,12%

Return since Plan Started

2,05%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.65%

return, since plan started

Socially Responsible Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,78%

Value of Plan

$45189197,55

Annual Fee

1,12%

Return since Plan Started

1,65%

Date Plan Started

3/24/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.64%

return, since plan started

Glidepath Age 25

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,46%

Value of Plan

$800812,96

Annual Fee

1,13%

Return since Plan Started

7,64%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

8.71%

return, since plan started

Equity Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,46%

Value of Plan

$229218939,7

Annual Fee

1,13%

Return since Plan Started

8,71%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.45%

return, since plan started

Anz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-24,37%

Value of Plan

$6864336,83

Annual Fee

1,15%

Return since Plan Started

1,45%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.31%

return, since plan started

Glidepath Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,3%

Value of Plan

$6034958,82

Annual Fee

1,15%

Return since Plan Started

3,31%

Date Plan Started

10/31/2017

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.3%

return, since plan started

Anz Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,58%

Value of Plan

$297,013,224

Annual Fee

1,16%

Return since Plan Started

6,3%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.89%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,96%

Value of Plan

$676316839,6

Annual Fee

1,19%

Return since Plan Started

3,89%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.98%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,87%

Value of Plan

$479,979,045

Annual Fee

1,2%

Return since Plan Started

3,98%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.64%

return, since plan started

Asset Class Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,55%

Value of Plan

$25038477,19

Annual Fee

1,2%

Return since Plan Started

1,64%

Date Plan Started

9/29/2017

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.26%

return, since plan started

Stepping Stones 61 64

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,46%

Value of Plan

$13,217,829

Annual Fee

1,21%

Return since Plan Started

4,26%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.66%

return, since plan started

Milford KiwiSaver Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,4%

Value of Plan

$839759255,8

Annual Fee

1,21%

Return since Plan Started

7,66%

Date Plan Started

8/1/2019

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.15%

return, since plan started

Mercer Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,6%

Value of Plan

$53338120,28

Annual Fee

1,22%

Return since Plan Started

5,15%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.53%

return, since plan started

Stepping Stones 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,15%

Value of Plan

$24,204,586

Annual Fee

1,23%

Return since Plan Started

4,53%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.83%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,86%

Value of Plan

$506154444,1

Annual Fee

1,23%

Return since Plan Started

5,83%

Date Plan Started

4/28/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.62%

return, since plan started

Balanced Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,52%

Value of Plan

$992036122,9

Annual Fee

1,24%

Return since Plan Started

5,62%

Date Plan Started

6/12/2009

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.91%

return, since plan started

Asset Class Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,72%

Value of Plan

$98088166,56

Annual Fee

1,26%

Return since Plan Started

4,91%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.35%

return, since plan started

Stepping Stones Growth 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,08%

Value of Plan

$19,233,581

Annual Fee

1,27%

Return since Plan Started

4,35%

Date Plan Started

9/6/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.18%

return, since plan started

Stepping Stones 46 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,08%

Value of Plan

$48,915,235

Annual Fee

1,27%

Return since Plan Started

5,18%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.48%

return, since plan started

Socially Responsible Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,85%

Value of Plan

$259001202,8

Annual Fee

1,27%

Return since Plan Started

5,48%

Date Plan Started

7/1/2014

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.33%

return, since plan started

Anz Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,76%

Value of Plan

$61069048,87

Annual Fee

1,28%

Return since Plan Started

5,33%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.87%

return, since plan started

High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,38%

Value of Plan

$578426828,1

Annual Fee

1,29%

Return since Plan Started

3,87%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.18%

return, since plan started

Shielded Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,47%

Value of Plan

$8162723,69

Annual Fee

1,31%

Return since Plan Started

4,18%

Date Plan Started

5/31/2018

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.53%

return, since plan started

Nikko Am Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,28%

Value of Plan

$81092784,5

Annual Fee

1,32%

Return since Plan Started

5,53%

Date Plan Started

10/1/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.05%

return, since plan started

Stepping Stones 36 45

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,53%

Value of Plan

$37,919,262

Annual Fee

1,32%

Return since Plan Started

6,05%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.32%

return, since plan started

Stepping Stones Growth 51 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,53%

Value of Plan

$19,899,810

Annual Fee

1,32%

Return since Plan Started

5,32%

Date Plan Started

9/6/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

4.36%

return, since plan started

Inflation Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,16%

Value of Plan

$124266072,4

Annual Fee

1,33%

Return since Plan Started

4,36%

Date Plan Started

11/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.88%

return, since plan started

Socially Responsible High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16,2%

Value of Plan

$360551928,6

Annual Fee

1,33%

Return since Plan Started

6,88%

Date Plan Started

5/21/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.31%

return, since plan started

Nikko Am Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,82%

Value of Plan

$38826000,53

Annual Fee

1,34%

Return since Plan Started

4,31%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.83%

return, since plan started

Stepping Stones Growth 0 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,86%

Value of Plan

$62,290,665

Annual Fee

1,34%

Return since Plan Started

5,83%

Date Plan Started

9/6/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.68%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,54%

Value of Plan

$1,104,768,299

Annual Fee

1,34%

Return since Plan Started

6,68%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

4.75%

return, since plan started

Life Cycle Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1,68%

Value of Plan

$1307483,8

Annual Fee

1,34%

Return since Plan Started

4,75%

Date Plan Started

11/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

6.86%

return, since plan started

Stepping Stones 0 35

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,25%

Value of Plan

$39,135,402

Annual Fee

1,37%

Return since Plan Started

6,86%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

5.11%

return, since plan started

Life Cycle Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,29%

Value of Plan

$8571320,26

Annual Fee

1,38%

Return since Plan Started

5,11%

Date Plan Started

11/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

4.68%

return, since plan started

Glidepath Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,39%

Value of Plan

$5609621,69

Annual Fee

1,38%

Return since Plan Started

4,68%

Date Plan Started

10/31/2017

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.06%

return, since plan started

Focused Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,69%

Value of Plan

$1,676,927,800

Annual Fee

1,39%

Return since Plan Started

7,06%

Date Plan Started

4/16/2013

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

3.3%

return, since plan started

Castle Point 5 Oceans Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4,6%

Value of Plan

$1,344,886

Annual Fee

1,43%

Return since Plan Started

3,3%

Date Plan Started

7/15/2020

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

5.1%

return, since plan started

Glidepath Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,4%

Value of Plan

$2203537,29

Annual Fee

1,45%

Return since Plan Started

5,1%

Date Plan Started

10/31/2017

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.73%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,4%

Value of Plan

$2,909,707,837

Annual Fee

1,45%

Return since Plan Started

7,73%

Date Plan Started

10/2/2007

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

7.91%

return, since plan started

Geared Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-20,05%

Value of Plan

$285608485,3

Annual Fee

1,51%

Return since Plan Started

7,91%

Date Plan Started

7/15/2009

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

6.68%

return, since plan started

Life Cycle Age 0 54

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,71%

Value of Plan

$347577501,3

Annual Fee

1,57%

Return since Plan Started

6,68%

Date Plan Started

11/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

7.12%

return, since plan started

Growth Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,53%

Value of Plan

$462269956,8

Annual Fee

1,62%

Return since Plan Started

7,12%

Date Plan Started

11/1/2010

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

1.4%

return, since plan started

Macquarie Global Multi Asset Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,46%

Value of Plan

$8794337,9

Annual Fee

1,73%

Return since Plan Started

1,4%

Date Plan Started

7/28/2016

Note: this KiwiSaver scheme data is based on the period ending December 2022 from the official FMA website.

+
Peter Allport , 2024-02-23

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Vicki Munro , 2024-02-12

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Lucas Spykerman , 2024-02-15

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John McGuire , 2024-02-08

Jordan was very helpful and explained everything in detail. AAA+++ operator