Filters
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
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.
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
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
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.
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.
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