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0.36%

return, since plan started

Milford KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.46%

Value of Plan

$53,132,505

Annual Fee

0.20%

Return since Plan Started

0.36%

Date Plan Started

27/03/2020

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

-2.74%

return, since plan started

Superlife Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.00%

Value of Plan

$372,399,973

Annual Fee

0.20%

Return since Plan Started

-2.74%

Date Plan Started

1/12/2021

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

1.56%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.43%

Value of Plan

$67,362,265

Annual Fee

0.23%

Return since Plan Started

1.56%

Date Plan Started

1/10/2007

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

1.63%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.43%

Value of Plan

$846,291,124

Annual Fee

0.23%

Return since Plan Started

1.63%

Date Plan Started

12/08/2008

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

1.62%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.42%

Value of Plan

$21,746,110

Annual Fee

0.24%

Return since Plan Started

1.62%

Date Plan Started

15/11/2007

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

3.27%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.78%

Value of Plan

$140,784,160

Annual Fee

0.27%

Return since Plan Started

3.27%

Date Plan Started

1/09/2016

Note: this KiwiSaver scheme data is based on the period ending March 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

0.48%

Value of Plan

$524,406,546

Annual Fee

0.27%

Return since Plan Started

1.59%

Date Plan Started

1/10/2007

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

6.21%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.24%

Value of Plan

$449,956,113

Annual Fee

0.29%

Return since Plan Started

6.21%

Date Plan Started

1/09/2016

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

8.56%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.22%

Value of Plan

$1,703,543,392

Annual Fee

0.30%

Return since Plan Started

8.56%

Date Plan Started

1/09/2016

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

1.54%

return, since plan started

Bnz KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.34%

Value of Plan

$275,068,262

Annual Fee

0.30%

Return since Plan Started

1.54%

Date Plan Started

11/02/2013

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

1.50%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.26%

Value of Plan

$28,989,087

Annual Fee

0.34%

Return since Plan Started

1.50%

Date Plan Started

1/10/2007

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

1.50%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.34%

Value of Plan

$695,496,767

Annual Fee

0.35%

Return since Plan Started

1.50%

Date Plan Started

2/10/2007

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

3.73%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.15%

Value of Plan

$38,421,795

Annual Fee

0.38%

Return since Plan Started

3.73%

Date Plan Started

1/07/2014

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

3.50%

return, since plan started

Defensive Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.61%

Value of Plan

$213,245,520

Annual Fee

0.39%

Return since Plan Started

3.50%

Date Plan Started

2/07/2014

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

3.70%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.98%

Value of Plan

$3,367,610,371

Annual Fee

0.40%

Return since Plan Started

3.70%

Date Plan Started

2/10/2007

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

3.45%

return, since plan started

Amp Defensive Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.58%

Value of Plan

$443,812,549

Annual Fee

0.42%

Return since Plan Started

3.45%

Date Plan Started

1/10/2007

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

4.25%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.61%

Value of Plan

$662,222,233

Annual Fee

0.45%

Return since Plan Started

4.25%

Date Plan Started

1/10/2007

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

-0.37%

return, since plan started

Uk Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3.10%

Value of Plan

$984,452

Annual Fee

0.49%

Return since Plan Started

-0.37%

Date Plan Started

26/03/2012

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

1.84%

return, since plan started

Cash

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.46%

Value of Plan

$326,153,777

Annual Fee

0.49%

Return since Plan Started

1.84%

Date Plan Started

12/09/2012

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

3.32%

return, since plan started

Bnz KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.69%

Value of Plan

$805,371,450

Annual Fee

0.50%

Return since Plan Started

3.32%

Date Plan Started

11/02/2013

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

2.54%

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

-0.46%

Value of Plan

$253,549,249

Annual Fee

0.50%

Return since Plan Started

2.54%

Date Plan Started

15/09/2015

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

0.63%

return, since plan started

Summer New Zealand Cash

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.10%

Value of Plan

$3,989,330

Annual Fee

0.50%

Return since Plan Started

0.63%

Date Plan Started

19/09/2016

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

4.07%

return, since plan started

Cash Enhanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.86%

Value of Plan

$311,889,519

Annual Fee

0.52%

Return since Plan Started

4.07%

Date Plan Started

1/10/2007

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

4.04%

return, since plan started

Sustainable Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.44%

Value of Plan

$725,888,289

Annual Fee

0.52%

Return since Plan Started

4.04%

Date Plan Started

1/10/2007

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

1.86%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.57%

Value of Plan

$59,984,731

Annual Fee

0.52%

Return since Plan Started

1.86%

Date Plan Started

8/10/2007

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

-5.19%

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

-5.25%

Value of Plan

$198,717

Annual Fee

0.54%

Return since Plan Started

-5.19%

Date Plan Started

15/07/2020

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

2.45%

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

-3.55%

Value of Plan

$16,804,425

Annual Fee

0.54%

Return since Plan Started

2.45%

Date Plan Started

24/10/2007

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

2.99%

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

$33,114,258

Annual Fee

0.54%

Return since Plan Started

2.99%

Date Plan Started

24/10/2007

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

12.00%

return, since plan started

Us 500 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

16.54%

Value of Plan

$28,403,458

Annual Fee

0.54%

Return since Plan Started

12.00%

Date Plan Started

21/09/2015

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

2.75%

return, since plan started

Superlife Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2.79%

Value of Plan

$199,072,466

Annual Fee

0.56%

Return since Plan Started

2.75%

Date Plan Started

15/09/2013

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

2.89%

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

-2.20%

Value of Plan

$19,355

Annual Fee

0.56%

Return since Plan Started

2.89%

Date Plan Started

15/09/2013

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

7.76%

return, since plan started

Us Small Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.74%

Value of Plan

$4,184,600

Annual Fee

0.57%

Return since Plan Started

7.76%

Date Plan Started

21/09/2015

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

9.65%

return, since plan started

Us Large Value Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

14.56%

Value of Plan

$5,829,023

Annual Fee

0.57%

Return since Plan Started

9.65%

Date Plan Started

21/09/2015

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

13.84%

return, since plan started

Us Large Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

13.85%

Value of Plan

$43,910,990

Annual Fee

0.57%

Return since Plan Started

13.84%

Date Plan Started

21/09/2015

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

8.64%

return, since plan started

Us Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

9.06%

Value of Plan

$3,258,154

Annual Fee

0.57%

Return since Plan Started

8.64%

Date Plan Started

21/09/2015

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

4.73%

return, since plan started

Superlife Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.24%

Value of Plan

$27,835,883

Annual Fee

0.57%

Return since Plan Started

4.73%

Date Plan Started

15/11/2010

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

1.27%

return, since plan started

Amp Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.03%

Value of Plan

$86,812,144

Annual Fee

0.57%

Return since Plan Started

1.27%

Date Plan Started

1/10/2007

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

9.73%

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

8.08%

Value of Plan

$21,629,716

Annual Fee

0.58%

Return since Plan Started

9.73%

Date Plan Started

24/10/2007

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

10.47%

return, since plan started

Overseas Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

6.74%

Value of Plan

$25,692,586

Annual Fee

0.58%

Return since Plan Started

10.47%

Date Plan Started

24/10/2007

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

15.55%

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

6.50%

Value of Plan

$2,008,982

Annual Fee

0.58%

Return since Plan Started

15.55%

Date Plan Started

15/07/2020

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

7.81%

return, since plan started

Total World Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

6.05%

Value of Plan

$9,782,222

Annual Fee

0.58%

Return since Plan Started

7.81%

Date Plan Started

21/09/2015

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

4.12%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.43%

Value of Plan

$2,925,582,030

Annual Fee

0.58%

Return since Plan Started

4.12%

Date Plan Started

1/10/2007

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

7.84%

return, since plan started

Bnz KiwiSaver Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.23%

Value of Plan

$1,254,173,273

Annual Fee

0.58%

Return since Plan Started

7.84%

Date Plan Started

11/02/2013

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

9.11%

return, since plan started

Global Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

11.59%

Value of Plan

$17,680,705

Annual Fee

0.58%

Return since Plan Started

9.11%

Date Plan Started

24/10/2007

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

4.87%

return, since plan started

Bnz KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.71%

Value of Plan

$716,310,815

Annual Fee

0.58%

Return since Plan Started

4.87%

Date Plan Started

11/02/2013

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

4.76%

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

0.22%

Value of Plan

$2,694,862

Annual Fee

0.58%

Return since Plan Started

4.76%

Date Plan Started

15/09/2013

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

6.22%

return, since plan started

Bnz KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.11%

Value of Plan

$721,545,975

Annual Fee

0.58%

Return since Plan Started

6.22%

Date Plan Started

11/02/2013

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

2.26%

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

-4.62%

Value of Plan

$6,945,238

Annual Fee

0.59%

Return since Plan Started

2.26%

Date Plan Started

1/10/2007

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

8.94%

return, since plan started

Nz Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

5.25%

Value of Plan

$4,199,756

Annual Fee

0.59%

Return since Plan Started

8.94%

Date Plan Started

21/09/2015

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

9.68%

return, since plan started

Nz Top 10 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6.63%

Value of Plan

$6,602,273

Annual Fee

0.59%

Return since Plan Started

9.68%

Date Plan Started

21/09/2015

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

3.67%

return, since plan started

Asia Pacific Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6.75%

Value of Plan

$4,072,752

Annual Fee

0.59%

Return since Plan Started

3.67%

Date Plan Started

21/09/2015

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

-5.27%

return, since plan started

Global Aggregate Bond Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5.57%

Value of Plan

$272,302

Annual Fee

0.59%

Return since Plan Started

-5.27%

Date Plan Started

15/07/2020

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

1.07%

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

-4.50%

Value of Plan

$2,407,793

Annual Fee

0.59%

Return since Plan Started

1.07%

Date Plan Started

15/07/2020

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

14.95%

return, since plan started

Australian Resources Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

23.58%

Value of Plan

$13,623,617

Annual Fee

0.59%

Return since Plan Started

14.95%

Date Plan Started

21/09/2015

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

2.71%

return, since plan started

Europe Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.28%

Value of Plan

$4,605,292

Annual Fee

0.59%

Return since Plan Started

2.71%

Date Plan Started

21/09/2015

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

2.53%

return, since plan started

Overseas Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3.26%

Value of Plan

$9,328,945

Annual Fee

0.59%

Return since Plan Started

2.53%

Date Plan Started

24/10/2007

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

12.17%

return, since plan started

Australian Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

15.54%

Value of Plan

$30,599,573

Annual Fee

0.59%

Return since Plan Started

12.17%

Date Plan Started

19/01/2015

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

4.61%

return, since plan started

Australian Financials Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

14.47%

Value of Plan

$2,622,672

Annual Fee

0.59%

Return since Plan Started

4.61%

Date Plan Started

21/09/2015

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

6.30%

return, since plan started

Australian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

14.34%

Value of Plan

$20,341,322

Annual Fee

0.59%

Return since Plan Started

6.30%

Date Plan Started

24/10/2007

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

10.92%

return, since plan started

Nz Top 50 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2.18%

Value of Plan

$61,570,090

Annual Fee

0.59%

Return since Plan Started

10.92%

Date Plan Started

19/01/2015

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

11.90%

return, since plan started

Nz Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2.15%

Value of Plan

$28,440,328

Annual Fee

0.59%

Return since Plan Started

11.90%

Date Plan Started

24/10/2007

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

7.05%

return, since plan started

Australian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

13.38%

Value of Plan

$2,106,012

Annual Fee

0.59%

Return since Plan Started

7.05%

Date Plan Started

21/09/2015

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

6.78%

return, since plan started

Australian Top 20 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

12.27%

Value of Plan

$3,354,103

Annual Fee

0.59%

Return since Plan Started

6.78%

Date Plan Started

21/09/2015

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

16.93%

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

11.11%

Value of Plan

$1,953,845

Annual Fee

0.59%

Return since Plan Started

16.93%

Date Plan Started

15/07/2020

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

2.33%

return, since plan started

Australian Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

10.00%

Value of Plan

$1,121,607

Annual Fee

0.59%

Return since Plan Started

2.33%

Date Plan Started

21/09/2015

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

8.76%

return, since plan started

Nz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.02%

Value of Plan

$9,141,889

Annual Fee

0.59%

Return since Plan Started

8.76%

Date Plan Started

11/11/2015

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

12.33%

return, since plan started

Nz Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.16%

Value of Plan

$7,493,631

Annual Fee

0.59%

Return since Plan Started

12.33%

Date Plan Started

21/09/2015

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

6.84%

return, since plan started

Superlife Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.46%

Value of Plan

$63,567,444

Annual Fee

0.60%

Return since Plan Started

6.84%

Date Plan Started

23/02/2009

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

5.84%

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

1.65%

Value of Plan

$21,473,320

Annual Fee

0.60%

Return since Plan Started

5.84%

Date Plan Started

15/09/2013

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

5.13%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.04%

Value of Plan

$2,376,500,342

Annual Fee

0.60%

Return since Plan Started

5.13%

Date Plan Started

2/10/2007

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

4.34%

return, since plan started

Juno Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11.19%

Value of Plan

$59,969,017

Annual Fee

0.60%

Return since Plan Started

4.34%

Date Plan Started

1/08/2018

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

7.05%

return, since plan started

Superlife Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.78%

Value of Plan

$45,285,766

Annual Fee

0.61%

Return since Plan Started

7.05%

Date Plan Started

16/09/2013

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

6.97%

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

3.10%

Value of Plan

$20,902,147

Annual Fee

0.61%

Return since Plan Started

6.97%

Date Plan Started

15/09/2013

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

1.59%

return, since plan started

Preservation Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.39%

Value of Plan

$30,014,537

Annual Fee

0.61%

Return since Plan Started

1.59%

Date Plan Started

1/10/2007

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

7.23%

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

3.49%

Value of Plan

$9,986,698

Annual Fee

0.62%

Return since Plan Started

7.23%

Date Plan Started

15/09/2013

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

7.23%

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

3.49%

Value of Plan

$5,016,795

Annual Fee

0.62%

Return since Plan Started

7.23%

Date Plan Started

15/09/2013

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

8.26%

return, since plan started

Juno Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15.65%

Value of Plan

$421,519,591

Annual Fee

0.62%

Return since Plan Started

8.26%

Date Plan Started

1/08/2018

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

3.50%

return, since plan started

Default

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.53%

Value of Plan

$263,221,527

Annual Fee

0.62%

Return since Plan Started

3.50%

Date Plan Started

1/07/2014

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

8.26%

return, since plan started

Superlife High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

5.06%

Value of Plan

$517,496,445

Annual Fee

0.63%

Return since Plan Started

8.26%

Date Plan Started

15/09/2013

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

8.06%

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

4.74%

Value of Plan

$1,791,669

Annual Fee

0.63%

Return since Plan Started

8.06%

Date Plan Started

15/09/2013

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

4.67%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.17%

Value of Plan

$776,010,282

Annual Fee

0.65%

Return since Plan Started

4.67%

Date Plan Started

2/07/2014

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

7.04%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.52%

Value of Plan

$2,773,803,656

Annual Fee

0.65%

Return since Plan Started

7.04%

Date Plan Started

2/10/2007

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

2.13%

return, since plan started

Enhanced Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.18%

Value of Plan

$51,828,466

Annual Fee

0.65%

Return since Plan Started

2.13%

Date Plan Started

1/10/2007

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

1.69%

return, since plan started

Juno Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6.04%

Value of Plan

$25,725,285

Annual Fee

0.67%

Return since Plan Started

1.69%

Date Plan Started

1/08/2018

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

7.72%

return, since plan started

Ethica Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.95%

Value of Plan

$57,264,819

Annual Fee

0.70%

Return since Plan Started

7.72%

Date Plan Started

31/03/2008

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

8.62%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.56%

Value of Plan

$4,683,113,414

Annual Fee

0.70%

Return since Plan Started

8.62%

Date Plan Started

2/10/2007

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

1.86%

return, since plan started

Cashplus

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.57%

Value of Plan

$105,427,376

Annual Fee

0.72%

Return since Plan Started

1.86%

Date Plan Started

1/06/2012

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

6.80%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.73%

Value of Plan

$1,977,963,874

Annual Fee

0.72%

Return since Plan Started

6.80%

Date Plan Started

1/10/2007

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

3.80%

return, since plan started

Emerging Markets Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7.73%

Value of Plan

$17,854,063

Annual Fee

0.73%

Return since Plan Started

3.80%

Date Plan Started

28/01/2011

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

4.09%

return, since plan started

Sustainable Plus Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.24%

Value of Plan

$221,021,519

Annual Fee

0.73%

Return since Plan Started

4.09%

Date Plan Started

18/02/2015

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

1.17%

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

-3.93%

Value of Plan

$5,566,354

Annual Fee

0.75%

Return since Plan Started

1.17%

Date Plan Started

19/09/2016

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

1.37%

return, since plan started

Summer Global Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3.04%

Value of Plan

$840,220

Annual Fee

0.75%

Return since Plan Started

1.37%

Date Plan Started

19/09/2016

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

2.53%

return, since plan started

Summer Conservative Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.61%

Value of Plan

$12,084,876

Annual Fee

0.75%

Return since Plan Started

2.53%

Date Plan Started

8/04/2019

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

2.23%

return, since plan started

International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3.52%

Value of Plan

$2,383,120

Annual Fee

0.78%

Return since Plan Started

2.23%

Date Plan Started

1/10/2007

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

8.20%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.07%

Value of Plan

$2,383,982,190

Annual Fee

0.79%

Return since Plan Started

8.20%

Date Plan Started

1/10/2007

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

0.47%

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

-5.74%

Value of Plan

$2,943,220

Annual Fee

0.81%

Return since Plan Started

0.47%

Date Plan Started

28/07/2016

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

0.84%

return, since plan started

Lifestages Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2.78%

Value of Plan

$234,896,919

Annual Fee

0.81%

Return since Plan Started

0.84%

Date Plan Started

14/10/2015

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

1.29%

return, since plan started

Anz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.04%

Value of Plan

$4,655,361

Annual Fee

0.81%

Return since Plan Started

1.29%

Date Plan Started

30/09/2007

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

4.04%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.38%

Value of Plan

$1,297,240,900

Annual Fee

0.83%

Return since Plan Started

4.04%

Date Plan Started

1/10/2007

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

4.06%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.37%

Value of Plan

$491,634,851

Annual Fee

0.83%

Return since Plan Started

4.06%

Date Plan Started

1/10/2007

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

1.58%

return, since plan started

Nikko Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.05%

Value of Plan

$1,722,740

Annual Fee

0.83%

Return since Plan Started

1.58%

Date Plan Started

31/10/2007

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

6.64%

return, since plan started

Sustainable Plus Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.54%

Value of Plan

$559,970,816

Annual Fee

0.85%

Return since Plan Started

6.64%

Date Plan Started

1/10/2007

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

10.82%

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

7.29%

Value of Plan

$13,628,757

Annual Fee

0.86%

Return since Plan Started

10.82%

Date Plan Started

28/07/2016

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

2.56%

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

-1.21%

Value of Plan

$9,058,735

Annual Fee

0.87%

Return since Plan Started

2.56%

Date Plan Started

14/10/2015

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

4.16%

return, since plan started

Conservative

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.79%

Value of Plan

$969,343,902

Annual Fee

0.89%

Return since Plan Started

4.16%

Date Plan Started

1/10/2007

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

8.81%

return, since plan started

Summer Global Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4.77%

Value of Plan

$26,207,545

Annual Fee

0.90%

Return since Plan Started

8.81%

Date Plan Started

19/09/2016

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

10.17%

return, since plan started

Summer New Zealand Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.39%

Value of Plan

$18,791,290

Annual Fee

0.90%

Return since Plan Started

10.17%

Date Plan Started

19/09/2016

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

7.50%

return, since plan started

Summer Listed Property

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.26%

Value of Plan

$8,311,444

Annual Fee

0.90%

Return since Plan Started

7.50%

Date Plan Started

19/09/2016

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

6.45%

return, since plan started

Summer Growth Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.35%

Value of Plan

$60,111,004

Annual Fee

0.90%

Return since Plan Started

6.45%

Date Plan Started

8/04/2019

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

8.35%

return, since plan started

Summer Australian Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

13.82%

Value of Plan

$15,094,808

Annual Fee

0.90%

Return since Plan Started

8.35%

Date Plan Started

19/09/2016

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

3.84%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.72%

Value of Plan

$70,434

Annual Fee

0.90%

Return since Plan Started

3.84%

Date Plan Started

1/07/2014

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

5.50%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.87%

Value of Plan

$235,064,041

Annual Fee

0.90%

Return since Plan Started

5.50%

Date Plan Started

1/10/2007

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

5.49%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.87%

Value of Plan

$1,566,866,679

Annual Fee

0.90%

Return since Plan Started

5.49%

Date Plan Started

1/10/2007

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

1.24%

return, since plan started

Capital Guaranteed Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.15%

Value of Plan

$64,674,164

Annual Fee

0.90%

Return since Plan Started

1.24%

Date Plan Started

1/07/2014

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

5.85%

return, since plan started

Summer Balanced Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.09%

Value of Plan

$122,396,914

Annual Fee

0.90%

Return since Plan Started

5.85%

Date Plan Started

19/09/2016

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

5.36%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.86%

Value of Plan

$103,818,436

Annual Fee

0.91%

Return since Plan Started

5.36%

Date Plan Started

1/10/2007

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

3.38%

return, since plan started

Lifestages Auto Option Age 55 64

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.28%

Value of Plan

$27,367,748

Annual Fee

0.91%

Return since Plan Started

3.38%

Date Plan Started

14/10/2015

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

4.43%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.75%

Value of Plan

$194,934,614

Annual Fee

0.92%

Return since Plan Started

4.43%

Date Plan Started

1/10/2007

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

8.56%

return, since plan started

Sustainable Plus Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.97%

Value of Plan

$46,588,045

Annual Fee

0.93%

Return since Plan Started

8.56%

Date Plan Started

18/02/2015

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

4.39%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.70%

Value of Plan

$1,080,131,362

Annual Fee

0.93%

Return since Plan Started

4.39%

Date Plan Started

12/06/2009

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

4.47%

return, since plan started

Glidepath Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.55%

Value of Plan

$3,476,974

Annual Fee

0.93%

Return since Plan Started

4.47%

Date Plan Started

1/07/2014

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

6.98%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.42%

Value of Plan

$1,187,036,543

Annual Fee

0.94%

Return since Plan Started

6.98%

Date Plan Started

1/10/2007

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

6.90%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.92%

Value of Plan

$684,805,414

Annual Fee

0.95%

Return since Plan Started

6.90%

Date Plan Started

1/10/2007

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

6.85%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.91%

Value of Plan

$3,236,714,808

Annual Fee

0.95%

Return since Plan Started

6.85%

Date Plan Started

1/10/2007

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

5.97%

return, since plan started

Milford KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.87%

Value of Plan

$189,400,382

Annual Fee

0.95%

Return since Plan Started

5.97%

Date Plan Started

1/10/2012

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

4.71%

return, since plan started

Lifestages Auto Option Age 45 54

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.96%

Value of Plan

$35,600,294

Annual Fee

0.95%

Return since Plan Started

4.71%

Date Plan Started

14/10/2015

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

6.61%

return, since plan started

Glidepath Age 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.70%

Value of Plan

$9,328,363

Annual Fee

0.95%

Return since Plan Started

6.61%

Date Plan Started

1/07/2014

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

6.80%

return, since plan started

Sustainable Plus Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.04%

Value of Plan

$209,996,349

Annual Fee

0.96%

Return since Plan Started

6.80%

Date Plan Started

18/02/2015

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

0.45%

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

-3.49%

Value of Plan

$794,067

Annual Fee

0.96%

Return since Plan Started

0.45%

Date Plan Started

28/07/2016

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

6.66%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.91%

Value of Plan

$241,597,216

Annual Fee

0.96%

Return since Plan Started

6.66%

Date Plan Started

1/10/2007

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

9.23%

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

4.83%

Value of Plan

$297,860,152

Annual Fee

1.00%

Return since Plan Started

9.23%

Date Plan Started

1/10/2007

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

8.27%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.19%

Value of Plan

$604,625,707

Annual Fee

1.00%

Return since Plan Started

8.27%

Date Plan Started

1/10/2007

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

8.23%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.18%

Value of Plan

$2,963,648,075

Annual Fee

1.00%

Return since Plan Started

8.23%

Date Plan Started

1/10/2007

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

6.01%

return, since plan started

Lifestages Auto Option Age 35 44

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.19%

Value of Plan

$28,163,421

Annual Fee

1.00%

Return since Plan Started

6.01%

Date Plan Started

14/10/2015

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

8.07%

return, since plan started

Milford KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.94%

Value of Plan

$91,665,942

Annual Fee

1.00%

Return since Plan Started

8.07%

Date Plan Started

27/03/2020

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

5.08%

return, since plan started

Positive Impact Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.17%

Value of Plan

$111,677,561

Annual Fee

1.00%

Return since Plan Started

5.08%

Date Plan Started

25/07/2019

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

8.01%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.18%

Value of Plan

$248,719,313

Annual Fee

1.01%

Return since Plan Started

8.01%

Date Plan Started

1/10/2007

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

3.36%

return, since plan started

Amp Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.47%

Value of Plan

$438,275,325

Annual Fee

1.01%

Return since Plan Started

3.36%

Date Plan Started

1/10/2007

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

3.36%

return, since plan started

Amp Conservative Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.47%

Value of Plan

$184,008,862

Annual Fee

1.01%

Return since Plan Started

3.36%

Date Plan Started

1/10/2007

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

12.07%

return, since plan started

Australasian Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4.36%

Value of Plan

$42,972,574

Annual Fee

1.03%

Return since Plan Started

12.07%

Date Plan Started

1/10/2007

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

4.69%

return, since plan started

Russell Lifepointsâ® Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2.41%

Value of Plan

$70,062,372

Annual Fee

1.03%

Return since Plan Started

4.69%

Date Plan Started

30/09/2007

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

4.84%

return, since plan started

Russell Lifepointsâ® Target Date 2015 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2.40%

Value of Plan

$4,236,306

Annual Fee

1.03%

Return since Plan Started

4.84%

Date Plan Started

30/09/2007

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

7.22%

return, since plan started

Anz Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.68%

Value of Plan

$38,333,614

Annual Fee

1.03%

Return since Plan Started

7.22%

Date Plan Started

30/09/2007

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

8.50%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.04%

Value of Plan

$827,631,350

Annual Fee

1.04%

Return since Plan Started

8.50%

Date Plan Started

1/10/2007

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

8.28%

return, since plan started

International Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

21.21%

Value of Plan

$10,625,520

Annual Fee

1.04%

Return since Plan Started

8.28%

Date Plan Started

1/10/2007

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

7.21%

return, since plan started

Balanced

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.44%

Value of Plan

$2,185,033,896

Annual Fee

1.04%

Return since Plan Started

7.21%

Date Plan Started

1/10/2007

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

3.38%

return, since plan started

Asb Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.09%

Value of Plan

$24,475,559

Annual Fee

1.04%

Return since Plan Started

3.38%

Date Plan Started

28/07/2016

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

12.45%

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

7.30%

Value of Plan

$3,008,485,453

Annual Fee

1.05%

Return since Plan Started

12.45%

Date Plan Started

1/04/2010

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

9.56%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.35%

Value of Plan

$559,037,918

Annual Fee

1.05%

Return since Plan Started

9.56%

Date Plan Started

1/10/2007

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

9.51%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.34%

Value of Plan

$4,260,426,634

Annual Fee

1.05%

Return since Plan Started

9.51%

Date Plan Started

1/10/2007

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

11.36%

return, since plan started

International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.25%

Value of Plan

$69,327,262

Annual Fee

1.05%

Return since Plan Started

11.36%

Date Plan Started

1/10/2007

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

7.64%

return, since plan started

Lifestages Auto Option Age 0 34

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.38%

Value of Plan

$27,375,610

Annual Fee

1.05%

Return since Plan Started

7.64%

Date Plan Started

14/10/2015

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

7.64%

return, since plan started

Lifestages High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.38%

Value of Plan

$263,712,649

Annual Fee

1.05%

Return since Plan Started

7.64%

Date Plan Started

14/10/2015

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

11.13%

return, since plan started

Australasian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.51%

Value of Plan

$30,755,574

Annual Fee

1.05%

Return since Plan Started

11.13%

Date Plan Started

1/10/2007

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

9.25%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.34%

Value of Plan

$235,393,652

Annual Fee

1.06%

Return since Plan Started

9.25%

Date Plan Started

1/10/2007

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

6.14%

return, since plan started

Russell Lifepointsâ® Target Date 2025 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.89%

Value of Plan

$23,107,754

Annual Fee

1.06%

Return since Plan Started

6.14%

Date Plan Started

30/09/2007

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

2.74%

return, since plan started

Anz Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.55%

Value of Plan

$24,594,918

Annual Fee

1.06%

Return since Plan Started

2.74%

Date Plan Started

28/07/2016

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

3.81%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.55%

Value of Plan

$493,816

Annual Fee

1.07%

Return since Plan Started

3.81%

Date Plan Started

31/10/2017

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

8.43%

return, since plan started

Glidepath Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.45%

Value of Plan

$6,796,625

Annual Fee

1.08%

Return since Plan Started

8.43%

Date Plan Started

1/07/2014

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

6.29%

return, since plan started

Russell Lifepointsâ® Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.38%

Value of Plan

$31,813,295

Annual Fee

1.08%

Return since Plan Started

6.29%

Date Plan Started

30/09/2007

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

5.56%

return, since plan started

Asb Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.74%

Value of Plan

$35,393,337

Annual Fee

1.08%

Return since Plan Started

5.56%

Date Plan Started

28/07/2016

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

3.97%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.23%

Value of Plan

$225,757,460

Annual Fee

1.08%

Return since Plan Started

3.97%

Date Plan Started

1/10/2007

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

9.56%

return, since plan started

Milford KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

5.44%

Value of Plan

$854,371,362

Annual Fee

1.09%

Return since Plan Started

9.56%

Date Plan Started

1/04/2010

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

NZ FUNDS KIWISAVER SCHEME

3.17%

return, since plan started

Income Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.29%

Value of Plan

$92,128,114

Annual Fee

1.10%

Return since Plan Started

3.17%

Date Plan Started

1/11/2010

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

7.70%

return, since plan started

Russell Lifepointsâ® Target Date 2035 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.77%

Value of Plan

$28,822,488

Annual Fee

1.11%

Return since Plan Started

7.70%

Date Plan Started

30/09/2007

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

9.91%

return, since plan started

Growth

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

5.35%

Value of Plan

$2,298,652,251

Annual Fee

1.12%

Return since Plan Started

9.91%

Date Plan Started

1/10/2007

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

4.61%

return, since plan started

Amp Capital Income Generator Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.09%

Value of Plan

$3,693,318

Annual Fee

1.12%

Return since Plan Started

4.61%

Date Plan Started

28/07/2016

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

3.39%

return, since plan started

Asset Class Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.33%

Value of Plan

$23,887,847

Annual Fee

1.12%

Return since Plan Started

3.39%

Date Plan Started

1/07/2014

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

4.28%

return, since plan started

Amp Moderate Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.93%

Value of Plan

$468,738,582

Annual Fee

1.12%

Return since Plan Started

4.28%

Date Plan Started

1/10/2007

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

4.28%

return, since plan started

Amp Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.93%

Value of Plan

$626,920,418

Annual Fee

1.12%

Return since Plan Started

4.28%

Date Plan Started

1/10/2007

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

5.31%

return, since plan started

Socially Responsible Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.17%

Value of Plan

$41,987,237

Annual Fee

1.12%

Return since Plan Started

5.31%

Date Plan Started

24/03/2020

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

7.79%

return, since plan started

Amp Australasian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.14%

Value of Plan

$8,395,505

Annual Fee

1.12%

Return since Plan Started

7.79%

Date Plan Started

28/07/2016

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

7.22%

return, since plan started

Asb Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.75%

Value of Plan

$33,430,484

Annual Fee

1.13%

Return since Plan Started

7.22%

Date Plan Started

28/07/2016

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

9.91%

return, since plan started

Glidepath Age 25

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.15%

Value of Plan

$636,844

Annual Fee

1.15%

Return since Plan Started

9.91%

Date Plan Started

1/07/2014

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

10.24%

return, since plan started

Equity Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.15%

Value of Plan

$242,155,445

Annual Fee

1.15%

Return since Plan Started

10.24%

Date Plan Started

1/10/2007

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

7.95%

return, since plan started

Anz Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.63%

Value of Plan

$330,806,673

Annual Fee

1.16%

Return since Plan Started

7.95%

Date Plan Started

1/10/2007

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

3.25%

return, since plan started

Nikko Am Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.74%

Value of Plan

$37,706,906

Annual Fee

1.16%

Return since Plan Started

3.25%

Date Plan Started

28/07/2016

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

7.86%

return, since plan started

Russell Lifepointsâ® Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.20%

Value of Plan

$254,596,519

Annual Fee

1.17%

Return since Plan Started

7.86%

Date Plan Started

30/09/2007

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

5.81%

return, since plan started

Anz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

9.79%

Value of Plan

$8,288,268

Annual Fee

1.18%

Return since Plan Started

5.81%

Date Plan Started

28/07/2016

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

4.62%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.34%

Value of Plan

$692,007,026

Annual Fee

1.19%

Return since Plan Started

4.62%

Date Plan Started

1/10/2007

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

5.04%

return, since plan started

Amp Moderate Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.47%

Value of Plan

$828,152,975

Annual Fee

1.19%

Return since Plan Started

5.04%

Date Plan Started

1/10/2007

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

5.04%

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

-0.47%

Value of Plan

$514,151,542

Annual Fee

1.19%

Return since Plan Started

5.04%

Date Plan Started

1/10/2007

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

4.06%

return, since plan started

Asset Class Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.73%

Value of Plan

$24,661,768

Annual Fee

1.20%

Return since Plan Started

4.06%

Date Plan Started

29/09/2017

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

5.82%

return, since plan started

Amp Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.12%

Value of Plan

$1,093,495,408

Annual Fee

1.20%

Return since Plan Started

5.82%

Date Plan Started

1/10/2007

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

5.82%

return, since plan started

Amp Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.12%

Value of Plan

$325,282,753

Annual Fee

1.20%

Return since Plan Started

5.82%

Date Plan Started

1/10/2007

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

4.70%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.01%

Value of Plan

$563,623,748

Annual Fee

1.20%

Return since Plan Started

4.70%

Date Plan Started

16/04/2013

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

4.70%

return, since plan started

Stepping Stones 65+

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.01%

Value of Plan

$8,014,354

Annual Fee

1.20%

Return since Plan Started

4.70%

Date Plan Started

16/04/2013

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

3.99%

return, since plan started

Stepping Stones Growth 65+

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.01%

Value of Plan

$1,356,513

Annual Fee

1.20%

Return since Plan Started

3.99%

Date Plan Started

6/09/2016

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

12.62%

return, since plan started

Milford KiwiSaver Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

6.44%

Value of Plan

$782,344,578

Annual Fee

1.21%

Return since Plan Started

12.62%

Date Plan Started

1/08/2019

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

8.97%

return, since plan started

Russell Lifepointsâ® Target Date 2045 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.24%

Value of Plan

$23,516,074

Annual Fee

1.21%

Return since Plan Started

8.97%

Date Plan Started

30/09/2007

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

5.05%

return, since plan started

Stepping Stones 61 64

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.09%

Value of Plan

$12,854,821

Annual Fee

1.21%

Return since Plan Started

5.05%

Date Plan Started

16/04/2013

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

4.40%

return, since plan started

Stepping Stones Growth 61 64

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.09%

Value of Plan

$6,448,197

Annual Fee

1.21%

Return since Plan Started

4.40%

Date Plan Started

6/09/2016

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

9.04%

return, since plan started

Russell Lifepointsâ® Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.72%

Value of Plan

$62,592,466

Annual Fee

1.22%

Return since Plan Started

9.04%

Date Plan Started

30/09/2007

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

6.99%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.65%

Value of Plan

$511,637,962

Annual Fee

1.23%

Return since Plan Started

6.99%

Date Plan Started

28/04/2010

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

7.12%

return, since plan started

Amp Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.39%

Value of Plan

$891,101,843

Annual Fee

1.23%

Return since Plan Started

7.12%

Date Plan Started

1/10/2007

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

7.12%

return, since plan started

Amp Growth Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.39%

Value of Plan

$221,254,388

Annual Fee

1.23%

Return since Plan Started

7.12%

Date Plan Started

1/10/2007

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

5.39%

return, since plan started

Stepping Stones 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.17%

Value of Plan

$22,328,453

Annual Fee

1.23%

Return since Plan Started

5.39%

Date Plan Started

16/04/2013

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

9.86%

return, since plan started

Russell Lifepointsâ® Target Date 2055 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.16%

Value of Plan

$1,873,930

Annual Fee

1.24%

Return since Plan Started

9.86%

Date Plan Started

19/02/2016

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

6.67%

return, since plan started

Asset Class Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.15%

Value of Plan

$103,953,951

Annual Fee

1.26%

Return since Plan Started

6.67%

Date Plan Started

1/07/2014

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

6.38%

return, since plan started

Mercer Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.61%

Value of Plan

$58,679,460

Annual Fee

1.26%

Return since Plan Started

6.38%

Date Plan Started

1/10/2007

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

7.77%

return, since plan started

Anz Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.89%

Value of Plan

$58,193,868

Annual Fee

1.27%

Return since Plan Started

7.77%

Date Plan Started

28/07/2016

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

7.10%

return, since plan started

Socially Responsible Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

2.05%

Value of Plan

$250,173,182

Annual Fee

1.27%

Return since Plan Started

7.10%

Date Plan Started

1/07/2014

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

5.88%

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

0.07%

Value of Plan

$18,813,025

Annual Fee

1.27%

Return since Plan Started

5.88%

Date Plan Started

6/09/2016

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

6.21%

return, since plan started

Stepping Stones 46 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.07%

Value of Plan

$47,665,488

Annual Fee

1.27%

Return since Plan Started

6.21%

Date Plan Started

16/04/2013

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

4.77%

return, since plan started

High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4.56%

Value of Plan

$593,702,488

Annual Fee

1.29%

Return since Plan Started

4.77%

Date Plan Started

1/10/2007

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

7.72%

return, since plan started

Shielded Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

3.60%

Value of Plan

$8,266,452

Annual Fee

1.31%

Return since Plan Started

7.72%

Date Plan Started

31/05/2018

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

7.34%

return, since plan started

Stepping Stones 36 45

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.12%

Value of Plan

$37,545,235

Annual Fee

1.32%

Return since Plan Started

7.34%

Date Plan Started

16/04/2013

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

7.30%

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

0.12%

Value of Plan

$19,484,388

Annual Fee

1.32%

Return since Plan Started

7.30%

Date Plan Started

6/09/2016

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

8.19%

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

4.65%

Value of Plan

$339,418,434

Annual Fee

1.33%

Return since Plan Started

8.19%

Date Plan Started

21/05/2010

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

NZ FUNDS KIWISAVER SCHEME

6.09%

return, since plan started

Inflation Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11.17%

Value of Plan

$126,436,082

Annual Fee

1.33%

Return since Plan Started

6.09%

Date Plan Started

1/11/2010

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

9.74%

return, since plan started

Amp International Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

6.11%

Value of Plan

$7,473,653

Annual Fee

1.34%

Return since Plan Started

9.74%

Date Plan Started

28/07/2016

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

8.13%

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

0.82%

Value of Plan

$59,751,398

Annual Fee

1.34%

Return since Plan Started

8.13%

Date Plan Started

6/09/2016

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

8.15%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.82%

Value of Plan

$1,164,629,220

Annual Fee

1.34%

Return since Plan Started

8.15%

Date Plan Started

16/04/2013

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

NZ FUNDS KIWISAVER SCHEME

6.26%

return, since plan started

Life Cycle Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8.88%

Value of Plan

$885,784

Annual Fee

1.34%

Return since Plan Started

6.26%

Date Plan Started

1/11/2010

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

7.75%

return, since plan started

Amp Aggressive Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.92%

Value of Plan

$119,179,156

Annual Fee

1.35%

Return since Plan Started

7.75%

Date Plan Started

1/10/2007

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

7.75%

return, since plan started

Amp Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1.92%

Value of Plan

$577,449,507

Annual Fee

1.35%

Return since Plan Started

7.75%

Date Plan Started

1/10/2007

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

5.26%

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

0.10%

Value of Plan

$25,123,423

Annual Fee

1.36%

Return since Plan Started

5.26%

Date Plan Started

28/07/2016

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

8.47%

return, since plan started

Stepping Stones 0 35

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.16%

Value of Plan

$40,204,598

Annual Fee

1.37%

Return since Plan Started

8.47%

Date Plan Started

16/04/2013

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

NZ FUNDS KIWISAVER SCHEME

6.77%

return, since plan started

Life Cycle Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10.23%

Value of Plan

$8,303,624

Annual Fee

1.38%

Return since Plan Started

6.77%

Date Plan Started

1/11/2010

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

11.65%

return, since plan started

Sustainable International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

11.70%

Value of Plan

$24,647,725

Annual Fee

1.39%

Return since Plan Started

11.65%

Date Plan Started

25/08/2008

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

8.79%

return, since plan started

Focused Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.50%

Value of Plan

$1,562,949,919

Annual Fee

1.39%

Return since Plan Started

8.79%

Date Plan Started

16/04/2013

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

6.70%

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

3.23%

Value of Plan

$1,167,033

Annual Fee

1.44%

Return since Plan Started

6.70%

Date Plan Started

15/07/2020

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

10.54%

return, since plan started

Cpp Fund No. 5

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.21%

Value of Plan

$19,268,165

Annual Fee

1.44%

Return since Plan Started

10.54%

Date Plan Started

3/10/2012

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

9.61%

return, since plan started

Geared Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

5.40%

Value of Plan

$276,057,940

Annual Fee

1.51%

Return since Plan Started

9.61%

Date Plan Started

15/07/2009

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

7.24%

return, since plan started

Nikko Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.71%

Value of Plan

$11,706,591

Annual Fee

1.55%

Return since Plan Started

7.24%

Date Plan Started

31/10/2007

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

NZ FUNDS KIWISAVER SCHEME

8.90%

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

-15.36%

Value of Plan

$344,230,716

Annual Fee

1.57%

Return since Plan Started

8.90%

Date Plan Started

1/11/2010

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

7.16%

return, since plan started

Nikko Am Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1.19%

Value of Plan

$95,546,805

Annual Fee

1.57%

Return since Plan Started

7.16%

Date Plan Started

1/10/2007

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

2.54%

return, since plan started

Amp Capital Global Multi Asset Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.97%

Value of Plan

$9,941,456

Annual Fee

1.61%

Return since Plan Started

2.54%

Date Plan Started

28/07/2016

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

5.48%

return, since plan started

Glidepath Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.01%

Value of Plan

$3,680,362

Annual Fee

1.61%

Return since Plan Started

5.48%

Date Plan Started

31/10/2017

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

NZ FUNDS KIWISAVER SCHEME

9.51%

return, since plan started

Growth Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16.81%

Value of Plan

$485,962,859

Annual Fee

1.62%

Return since Plan Started

9.51%

Date Plan Started

1/11/2010

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

7.15%

return, since plan started

Nikko Am Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0.65%

Value of Plan

$44,590,222

Annual Fee

1.70%

Return since Plan Started

7.15%

Date Plan Started

28/07/2016

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

7.00%

return, since plan started

Balanced Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.10%

Value of Plan

$1,042,655,088

Annual Fee

1.88%

Return since Plan Started

7.00%

Date Plan Started

12/06/2009

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

12.40%

return, since plan started

Milford Active Growth Wholesale Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

7.36%

Value of Plan

$205,206,936

Annual Fee

2.12%

Return since Plan Started

12.40%

Date Plan Started

1/05/2009

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

7.56%

return, since plan started

Glidepath Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.67%

Value of Plan

$5,159,010

Annual Fee

2.29%

Return since Plan Started

7.56%

Date Plan Started

31/10/2017

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

8.23%

return, since plan started

Glidepath Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.88%

Value of Plan

$1,789,598

Annual Fee

2.51%

Return since Plan Started

8.23%

Date Plan Started

31/10/2017

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

9.42%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0.88%

Value of Plan

$3,071,246,781

Annual Fee

2.51%

Return since Plan Started

9.42%

Date Plan Started

2/10/2007

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

+
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