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0.27%

return, since plan started

Milford KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.28%
Icon v 01

Value of Plan

$16,393,062
Icon v 05

Annual Fee

0.20%
Icon v 03

Return since Plan Started

0.27%
Icon v 03

Date Plan Started

27/03/2020

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.69%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.42%
Icon v 01

Value of Plan

$60,555,644
Icon v 05

Annual Fee

0.23%
Icon v 03

Return since Plan Started

1.69%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.76%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.42%
Icon v 01

Value of Plan

$755,836,370
Icon v 05

Annual Fee

0.23%
Icon v 03

Return since Plan Started

1.76%
Icon v 03

Date Plan Started

12/08/2008

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.75%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.42%
Icon v 01

Value of Plan

$17,582,649
Icon v 05

Annual Fee

0.24%
Icon v 03

Return since Plan Started

1.75%
Icon v 03

Date Plan Started

15/11/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.52%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

3.62%
Icon v 01

Value of Plan

$126,010,595
Icon v 05

Annual Fee

0.27%
Icon v 03

Return since Plan Started

4.52%
Icon v 03

Date Plan Started

1/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.69%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.41%
Icon v 01

Value of Plan

$473,301,828
Icon v 05

Annual Fee

0.27%
Icon v 03

Return since Plan Started

1.69%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.67%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

12.39%
Icon v 01

Value of Plan

$373,650,287
Icon v 05

Annual Fee

0.29%
Icon v 03

Return since Plan Started

7.67%
Icon v 03

Date Plan Started

1/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.25%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.19%
Icon v 01

Value of Plan

$1,413,144,755
Icon v 05

Annual Fee

0.30%
Icon v 03

Return since Plan Started

10.25%
Icon v 03

Date Plan Started

1/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.64%

return, since plan started

Bnz KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.24%
Icon v 01

Value of Plan

$230,671,012
Icon v 05

Annual Fee

0.30%
Icon v 03

Return since Plan Started

1.64%
Icon v 03

Date Plan Started

11/02/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.64%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.13%
Icon v 01

Value of Plan

$24,469,061
Icon v 05

Annual Fee

0.34%
Icon v 03

Return since Plan Started

1.64%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.60%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.19%
Icon v 01

Value of Plan

$629,272,985
Icon v 05

Annual Fee

0.35%
Icon v 03

Return since Plan Started

1.60%
Icon v 03

Date Plan Started

2/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.36%

return, since plan started

Default Saver Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

4.54%
Icon v 01

Value of Plan

$125,219,035
Icon v 05

Annual Fee

0.38%
Icon v 03

Return since Plan Started

4.36%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.29%

return, since plan started

Default Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

4.76%
Icon v 01

Value of Plan

$350,818,359
Icon v 05

Annual Fee

0.39%
Icon v 03

Return since Plan Started

4.29%
Icon v 03

Date Plan Started

2/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.28%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

3.26%
Icon v 01

Value of Plan

$4,045,974,965
Icon v 05

Annual Fee

0.40%
Icon v 03

Return since Plan Started

4.28%
Icon v 03

Date Plan Started

2/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.96%

return, since plan started

Amp Default Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

4.87%
Icon v 01

Value of Plan

$1,265,807,228
Icon v 05

Annual Fee

0.42%
Icon v 03

Return since Plan Started

3.96%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.77%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.89%
Icon v 01

Value of Plan

$1,202,779,128
Icon v 05

Annual Fee

0.45%
Icon v 03

Return since Plan Started

4.77%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

-0.15%

return, since plan started

Uk Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

2.08%
Icon v 01

Value of Plan

$531,421
Icon v 05

Annual Fee

0.49%
Icon v 03

Return since Plan Started

-0.15%
Icon v 03

Date Plan Started

26/03/2012

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.99%

return, since plan started

Bnz KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

3.45%
Icon v 01

Value of Plan

$922,054,123
Icon v 05

Annual Fee

0.50%
Icon v 03

Return since Plan Started

3.99%
Icon v 03

Date Plan Started

11/02/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.11%

return, since plan started

Bnz KiwiSaver First Home Buyer Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

2.76%
Icon v 01

Value of Plan

$223,666,124
Icon v 05

Annual Fee

0.50%
Icon v 03

Return since Plan Started

3.11%
Icon v 03

Date Plan Started

15/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

0.71%

return, since plan started

Summer New Zealand Cash

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.04%
Icon v 01

Value of Plan

$3,896,465
Icon v 05

Annual Fee

0.50%
Icon v 03

Return since Plan Started

0.71%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.62%

return, since plan started

Cash Enhanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.78%
Icon v 01

Value of Plan

$721,107,499
Icon v 05

Annual Fee

0.52%
Icon v 03

Return since Plan Started

4.62%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.57%

return, since plan started

Sustainable Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

4.48%
Icon v 01

Value of Plan

$1,184,244,092
Icon v 05

Annual Fee

0.52%
Icon v 03

Return since Plan Started

4.57%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

2.02%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.49%
Icon v 01

Value of Plan

$84,171,807
Icon v 05

Annual Fee

0.52%
Icon v 03

Return since Plan Started

2.02%
Icon v 03

Date Plan Started

8/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.97%

return, since plan started

Cash

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.55%
Icon v 01

Value of Plan

$288,738,759
Icon v 05

Annual Fee

0.52%
Icon v 03

Return since Plan Started

1.97%
Icon v 03

Date Plan Started

12/09/2012

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.17%

return, since plan started

Us 500 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

28.28%
Icon v 01

Value of Plan

$20,280,391
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Plan Started

12.17%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.63%

return, since plan started

Overseas Non Government Bonds Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

1.26%
Icon v 01

Value of Plan

$17,308,903
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Plan Started

3.63%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.76%

return, since plan started

Nz Bonds Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.28%
Icon v 01

Value of Plan

$35,988,456
Icon v 05

Annual Fee

0.54%
Icon v 03

Return since Plan Started

3.76%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.59%

return, since plan started

Superlife Age Steps Age 80

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

3.07%
Icon v 01

Value of Plan

$0
Icon v 05

Annual Fee

0.56%
Icon v 03

Return since Plan Started

3.59%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.46%

return, since plan started

Superlife Income Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.46%
Icon v 01

Value of Plan

$159,461,584
Icon v 05

Annual Fee

0.56%
Icon v 03

Return since Plan Started

3.46%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.23%

return, since plan started

Superlife Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.46%
Icon v 01

Value of Plan

$24,524,326
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Plan Started

5.23%
Icon v 03

Date Plan Started

15/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.68%

return, since plan started

Us Small Cap Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

42.59%
Icon v 01

Value of Plan

$3,398,146
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Plan Started

9.68%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.53%

return, since plan started

Us Mid Cap Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

34.10%
Icon v 01

Value of Plan

$2,162,143
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Plan Started

9.53%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

15.56%

return, since plan started

Us Large Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

30.81%
Icon v 01

Value of Plan

$28,757,564
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Plan Started

15.56%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.04%

return, since plan started

Us Large Value Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.84%
Icon v 01

Value of Plan

$4,022,556
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Plan Started

9.04%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.41%

return, since plan started

Amp Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.01%
Icon v 01

Value of Plan

$88,620,045
Icon v 05

Annual Fee

0.57%
Icon v 03

Return since Plan Started

1.41%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.70%

return, since plan started

Bnz KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.87%
Icon v 01

Value of Plan

$707,877,669
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

5.70%
Icon v 03

Date Plan Started

11/02/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.63%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.39%
Icon v 01

Value of Plan

$2,979,634,247
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

4.63%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.27%

return, since plan started

Overseas Shares (Currency Hedged) Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

34.69%
Icon v 01

Value of Plan

$20,825,262
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

10.27%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.99%

return, since plan started

Total World Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.94%
Icon v 01

Value of Plan

$7,253,669
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

8.99%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.85%

return, since plan started

Overseas Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.56%
Icon v 01

Value of Plan

$25,578,275
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

10.85%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.18%

return, since plan started

Global Property Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.30%
Icon v 01

Value of Plan

$16,848,248
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

9.18%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.95%

return, since plan started

Bnz KiwiSaver Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

16.57%
Icon v 01

Value of Plan

$1,116,277,876
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

8.95%
Icon v 03

Date Plan Started

11/02/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.20%

return, since plan started

Bnz KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

12.01%
Icon v 01

Value of Plan

$677,453,467
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

7.20%
Icon v 03

Date Plan Started

11/02/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.52%

return, since plan started

Superlife Age Steps Age 70

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

11.20%
Icon v 01

Value of Plan

$3,272,124
Icon v 05

Annual Fee

0.58%
Icon v 03

Return since Plan Started

5.52%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.94%

return, since plan started

Australian Financials Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

38.55%
Icon v 01

Value of Plan

$1,898,534
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

3.94%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.56%

return, since plan started

Australian Mid Cap Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

34.49%
Icon v 01

Value of Plan

$29,480,895
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

12.56%
Icon v 03

Date Plan Started

19/01/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.07%

return, since plan started

Australian Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

30.91%
Icon v 01

Value of Plan

$19,527,090
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

6.07%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.87%

return, since plan started

Australian Top 20 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

29.60%
Icon v 01

Value of Plan

$3,257,617
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

6.87%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.59%

return, since plan started

Overseas Bonds Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

1.65%
Icon v 01

Value of Plan

$9,409,399
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

3.59%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

13.93%

return, since plan started

Australian Resources Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.80%
Icon v 01

Value of Plan

$8,669,715
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

13.93%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.02%

return, since plan started

Australian Property Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.42%
Icon v 01

Value of Plan

$1,740,043
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

7.02%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

14.81%

return, since plan started

Nz Mid Cap Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

25.83%
Icon v 01

Value of Plan

$6,625,175
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

14.81%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.17%

return, since plan started

Europe Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

24.15%
Icon v 01

Value of Plan

$3,752,195
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

4.17%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.89%

return, since plan started

Nz Dividend Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

24.49%
Icon v 01

Value of Plan

$3,810,464
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

9.89%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.91%

return, since plan started

Nz Top 50 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.22%
Icon v 01

Value of Plan

$60,849,091
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

12.91%
Icon v 03

Date Plan Started

19/01/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

2.11%

return, since plan started

Australian Dividend Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.07%
Icon v 01

Value of Plan

$1,305,887
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

2.11%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.27%

return, since plan started

Nz Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.74%
Icon v 01

Value of Plan

$29,716,329
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

12.27%
Icon v 03

Date Plan Started

24/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.37%

return, since plan started

Nz Property Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.25%
Icon v 01

Value of Plan

$9,815,854
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

10.37%
Icon v 03

Date Plan Started

11/11/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.60%

return, since plan started

Asia Pacific Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.10%
Icon v 01

Value of Plan

$3,495,460
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

5.60%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.18%

return, since plan started

New Zealand Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-1.39%
Icon v 01

Value of Plan

$8,092,882
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

3.18%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.14%

return, since plan started

Nz Top 10 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.57%
Icon v 01

Value of Plan

$8,742,719
Icon v 05

Annual Fee

0.59%
Icon v 03

Return since Plan Started

12.14%
Icon v 03

Date Plan Started

21/09/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.66%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.02%
Icon v 01

Value of Plan

$2,347,345,822
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Plan Started

5.66%
Icon v 03

Date Plan Started

2/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.39%

return, since plan started

Superlife Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

17.27%
Icon v 01

Value of Plan

$58,188,705
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Plan Started

7.39%
Icon v 03

Date Plan Started

23/02/2009

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.64%

return, since plan started

Superlife Age Steps Age 60

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

16.18%
Icon v 01

Value of Plan

$22,699,201
Icon v 05

Annual Fee

0.60%
Icon v 03

Return since Plan Started

6.64%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.85%

return, since plan started

Superlife Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.97%
Icon v 01

Value of Plan

$39,406,695
Icon v 05

Annual Fee

0.61%
Icon v 03

Return since Plan Started

7.85%
Icon v 03

Date Plan Started

16/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.82%

return, since plan started

Superlife Age Steps Age 50

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

21.33%
Icon v 01

Value of Plan

$20,004,650
Icon v 05

Annual Fee

0.61%
Icon v 03

Return since Plan Started

7.82%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.77%

return, since plan started

Preservation Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.32%
Icon v 01

Value of Plan

$29,386,715
Icon v 05

Annual Fee

0.61%
Icon v 03

Return since Plan Started

1.77%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.09%

return, since plan started

Superlife Age Steps Age 40

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.84%
Icon v 01

Value of Plan

$10,036,629
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Plan Started

8.09%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.09%

return, since plan started

Superlife Age Steps Age 30

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.84%
Icon v 01

Value of Plan

$5,145,610
Icon v 05

Annual Fee

0.62%
Icon v 03

Return since Plan Started

8.09%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.15%

return, since plan started

Superlife High Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

29.02%
Icon v 01

Value of Plan

$491,755,683
Icon v 05

Annual Fee

0.63%
Icon v 03

Return since Plan Started

9.15%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.94%

return, since plan started

Superlife Age Steps Age 20

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.76%
Icon v 01

Value of Plan

$1,954,987
Icon v 05

Annual Fee

0.63%
Icon v 03

Return since Plan Started

8.94%
Icon v 03

Date Plan Started

15/09/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.66%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.92%
Icon v 01

Value of Plan

$790,050,424
Icon v 05

Annual Fee

0.65%
Icon v 03

Return since Plan Started

5.66%
Icon v 03

Date Plan Started

2/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.47%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

12.80%
Icon v 01

Value of Plan

$2,651,453,663
Icon v 05

Annual Fee

0.65%
Icon v 03

Return since Plan Started

7.47%
Icon v 03

Date Plan Started

2/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.19%

return, since plan started

Default

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.17%
Icon v 01

Value of Plan

$349,120,756
Icon v 05

Annual Fee

0.69%
Icon v 03

Return since Plan Started

4.19%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.99%

return, since plan started

Ethica Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.29%
Icon v 01

Value of Plan

$54,491,272
Icon v 05

Annual Fee

0.70%
Icon v 03

Return since Plan Started

7.99%
Icon v 03

Date Plan Started

31/03/2008

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.87%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.26%
Icon v 01

Value of Plan

$4,371,663,268
Icon v 05

Annual Fee

0.70%
Icon v 03

Return since Plan Started

8.87%
Icon v 03

Date Plan Started

2/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.28%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.74%
Icon v 01

Value of Plan

$2,018,938,709
Icon v 05

Annual Fee

0.72%
Icon v 03

Return since Plan Started

7.28%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.80%

return, since plan started

Sustainable Plus Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.81%
Icon v 01

Value of Plan

$189,647,804
Icon v 05

Annual Fee

0.73%
Icon v 03

Return since Plan Started

4.80%
Icon v 03

Date Plan Started

18/02/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.97%

return, since plan started

Emerging Markets Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

25.52%
Icon v 01

Value of Plan

$17,907,571
Icon v 05

Annual Fee

0.73%
Icon v 03

Return since Plan Started

3.97%
Icon v 03

Date Plan Started

28/01/2011

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

2.22%

return, since plan started

Cashplus

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.30%
Icon v 01

Value of Plan

$115,696,291
Icon v 05

Annual Fee

0.74%
Icon v 03

Return since Plan Started

2.22%
Icon v 03

Date Plan Started

1/06/2012

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.82%

return, since plan started

Summer Conservative Selection

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.53%
Icon v 01

Value of Plan

$10,847,747
Icon v 05

Annual Fee

0.75%
Icon v 03

Return since Plan Started

4.82%
Icon v 03

Date Plan Started

8/04/2019

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

2.31%

return, since plan started

Summer Global Fixed Interest

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

1.20%
Icon v 01

Value of Plan

$929,426
Icon v 05

Annual Fee

0.75%
Icon v 03

Return since Plan Started

2.31%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

2.24%

return, since plan started

Summer New Zealand Fixed Interest

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.56%
Icon v 01

Value of Plan

$6,537,732
Icon v 05

Annual Fee

0.75%
Icon v 03

Return since Plan Started

2.24%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.14%

return, since plan started

International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.53%
Icon v 01

Value of Plan

$2,573,375
Icon v 05

Annual Fee

0.78%
Icon v 03

Return since Plan Started

3.14%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.74%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.41%
Icon v 01

Value of Plan

$2,249,856,751
Icon v 05

Annual Fee

0.79%
Icon v 03

Return since Plan Started

8.74%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

2.24%

return, since plan started

Enhanced Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.09%
Icon v 01

Value of Plan

$32,567,386
Icon v 05

Annual Fee

0.79%
Icon v 03

Return since Plan Started

2.24%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.73%

return, since plan started

Amp New Zealand Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-2.44%
Icon v 01

Value of Plan

$3,365,637
Icon v 05

Annual Fee

0.81%
Icon v 03

Return since Plan Started

1.73%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.53%

return, since plan started

Lifestages Income Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-1.01%
Icon v 01

Value of Plan

$134,294,406
Icon v 05

Annual Fee

0.81%
Icon v 03

Return since Plan Started

1.53%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.42%

return, since plan started

Anz Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.02%
Icon v 01

Value of Plan

$5,031,123
Icon v 05

Annual Fee

0.81%
Icon v 03

Return since Plan Started

1.42%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.62%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.41%
Icon v 01

Value of Plan

$503,856,294
Icon v 05

Annual Fee

0.83%
Icon v 03

Return since Plan Started

4.62%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.60%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.40%
Icon v 01

Value of Plan

$1,264,031,398
Icon v 05

Annual Fee

0.83%
Icon v 03

Return since Plan Started

4.60%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.73%

return, since plan started

Nikko Cash Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

0.21%
Icon v 01

Value of Plan

$1,989,383
Icon v 05

Annual Fee

0.83%
Icon v 03

Return since Plan Started

1.73%
Icon v 03

Date Plan Started

31/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.88%

return, since plan started

Sustainable Plus Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.04%
Icon v 01

Value of Plan

$520,830,245
Icon v 05

Annual Fee

0.85%
Icon v 03

Return since Plan Started

6.88%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.61%

return, since plan started

Amp Passive International Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

30.21%
Icon v 01

Value of Plan

$9,746,814
Icon v 05

Annual Fee

0.86%
Icon v 03

Return since Plan Started

12.61%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.40%

return, since plan started

Lifestages Auto Option Age 65+

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

4.78%
Icon v 01

Value of Plan

$7,503,443
Icon v 05

Annual Fee

0.87%
Icon v 03

Return since Plan Started

3.40%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.77%

return, since plan started

Conservative

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.63%
Icon v 01

Value of Plan

$972,649,538
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

4.77%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.60%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.94%
Icon v 01

Value of Plan

$284,840
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

4.60%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.16%

return, since plan started

Summer Australian Equities

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.25%
Icon v 01

Value of Plan

$13,824,617
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

8.16%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.86%

return, since plan started

Summer Listed Property

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.04%
Icon v 01

Value of Plan

$8,626,514
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

8.86%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.29%

return, since plan started

Summer Global Equities

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.64%
Icon v 01

Value of Plan

$27,351,286
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

12.29%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.88%

return, since plan started

Summer Growth Selection

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.37%
Icon v 01

Value of Plan

$51,399,793
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

9.88%
Icon v 03

Date Plan Started

8/04/2019

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.95%

return, since plan started

Summer New Zealand Equities

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.92%
Icon v 01

Value of Plan

$19,592,048
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

11.95%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.42%

return, since plan started

Summer Balanced Selection

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.58%
Icon v 01

Value of Plan

$127,263,234
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

7.42%
Icon v 03

Date Plan Started

19/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.01%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.63%
Icon v 01

Value of Plan

$236,931,759
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

6.01%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.00%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.62%
Icon v 01

Value of Plan

$1,532,695,217
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

6.00%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.35%

return, since plan started

Capital Guaranteed Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.02%
Icon v 01

Value of Plan

$60,612,554
Icon v 05

Annual Fee

0.90%
Icon v 03

Return since Plan Started

1.35%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.29%

return, since plan started

Lifestages Auto Option Age 55 64

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.38%
Icon v 01

Value of Plan

$23,274,760
Icon v 05

Annual Fee

0.91%
Icon v 03

Return since Plan Started

4.29%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.91%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.62%
Icon v 01

Value of Plan

$95,103,849
Icon v 05

Annual Fee

0.91%
Icon v 03

Return since Plan Started

5.91%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.00%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

6.44%
Icon v 01

Value of Plan

$181,141,589
Icon v 05

Annual Fee

0.92%
Icon v 03

Return since Plan Started

5.00%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.34%

return, since plan started

Glidepath Age 65

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.80%
Icon v 01

Value of Plan

$1,891,914
Icon v 05

Annual Fee

0.93%
Icon v 03

Return since Plan Started

5.34%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.86%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

6.27%
Icon v 01

Value of Plan

$1,065,210,777
Icon v 05

Annual Fee

0.93%
Icon v 03

Return since Plan Started

4.86%
Icon v 03

Date Plan Started

12/06/2009

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.19%

return, since plan started

Sustainable Plus Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

26.33%
Icon v 01

Value of Plan

$44,547,609
Icon v 05

Annual Fee

0.93%
Icon v 03

Return since Plan Started

10.19%
Icon v 03

Date Plan Started

18/02/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.51%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.65%
Icon v 01

Value of Plan

$1,147,250,331
Icon v 05

Annual Fee

0.94%
Icon v 03

Return since Plan Started

7.51%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.75%

return, since plan started

Milford KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.68%
Icon v 01

Value of Plan

$169,702,121
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Plan Started

6.75%
Icon v 03

Date Plan Started

1/10/2012

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.76%

return, since plan started

Glidepath Age 55

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.94%
Icon v 01

Value of Plan

$7,217,194
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Plan Started

7.76%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.32%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.69%
Icon v 01

Value of Plan

$3,158,827,555
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Plan Started

7.32%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.37%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.70%
Icon v 01

Value of Plan

$694,593,284
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Plan Started

7.37%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.77%

return, since plan started

Lifestages Auto Option Age 45 54

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.32%
Icon v 01

Value of Plan

$30,575,140
Icon v 05

Annual Fee

0.95%
Icon v 03

Return since Plan Started

5.77%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.74%

return, since plan started

Sustainable Plus Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.51%
Icon v 01

Value of Plan

$176,403,226
Icon v 05

Annual Fee

0.96%
Icon v 03

Return since Plan Started

7.74%
Icon v 03

Date Plan Started

18/02/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.16%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.69%
Icon v 01

Value of Plan

$229,591,288
Icon v 05

Annual Fee

0.96%
Icon v 03

Return since Plan Started

7.16%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

1.36%

return, since plan started

Amp International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

-0.86%
Icon v 01

Value of Plan

$1,085,744
Icon v 05

Annual Fee

0.96%
Icon v 03

Return since Plan Started

1.36%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.27%

return, since plan started

Sustainable Plus High Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.61%
Icon v 01

Value of Plan

$277,226,806
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Plan Started

9.27%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.68%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.07%
Icon v 01

Value of Plan

$608,942,804
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Plan Started

8.68%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.63%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.06%
Icon v 01

Value of Plan

$2,836,983,925
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Plan Started

8.63%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.85%

return, since plan started

Positive Impact Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.06%
Icon v 01

Value of Plan

$84,863,835
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Plan Started

8.85%
Icon v 03

Date Plan Started

25/07/2019

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.21%

return, since plan started

Lifestages Auto Option Age 35 44

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.45%
Icon v 01

Value of Plan

$25,883,131
Icon v 05

Annual Fee

1.00%
Icon v 03

Return since Plan Started

7.21%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.97%

return, since plan started

Amp Conservative Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.70%
Icon v 01

Value of Plan

$180,180,722
Icon v 05

Annual Fee

1.01%
Icon v 03

Return since Plan Started

3.97%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.97%

return, since plan started

Amp Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.70%
Icon v 01

Value of Plan

$442,976,035
Icon v 05

Annual Fee

1.01%
Icon v 03

Return since Plan Started

3.97%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.43%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.06%
Icon v 01

Value of Plan

$238,401,769
Icon v 05

Annual Fee

1.01%
Icon v 03

Return since Plan Started

8.43%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.72%

return, since plan started

Russell Lifepointsã‚â® Target Date 2015 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.52%
Icon v 01

Value of Plan

$4,698,162
Icon v 05

Annual Fee

1.03%
Icon v 03

Return since Plan Started

5.72%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.63%

return, since plan started

Russell Lifepointsã‚â® Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.51%
Icon v 01

Value of Plan

$77,550,830
Icon v 05

Annual Fee

1.03%
Icon v 03

Return since Plan Started

5.63%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.69%

return, since plan started

Anz Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

16.56%
Icon v 01

Value of Plan

$38,450,822
Icon v 05

Annual Fee

1.03%
Icon v 03

Return since Plan Started

7.69%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.72%

return, since plan started

Balanced

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

16.24%
Icon v 01

Value of Plan

$2,177,189,675
Icon v 05

Annual Fee

1.03%
Icon v 03

Return since Plan Started

7.72%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.78%

return, since plan started

Australasian Share Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.50%
Icon v 01

Value of Plan

$47,791,069
Icon v 05

Annual Fee

1.03%
Icon v 03

Return since Plan Started

12.78%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.54%

return, since plan started

Asb Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.05%
Icon v 01

Value of Plan

$24,499,896
Icon v 05

Annual Fee

1.04%
Icon v 03

Return since Plan Started

4.54%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.21%

return, since plan started

International Property Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.45%
Icon v 01

Value of Plan

$9,102,154
Icon v 05

Annual Fee

1.04%
Icon v 03

Return since Plan Started

7.21%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.65%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

17.37%
Icon v 01

Value of Plan

$749,652,485
Icon v 05

Annual Fee

1.04%
Icon v 03

Return since Plan Started

8.65%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.88%

return, since plan started

International Share Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.52%
Icon v 01

Value of Plan

$71,090,016
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Plan Started

11.88%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.90%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.76%
Icon v 01

Value of Plan

$550,577,107
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Plan Started

9.90%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.85%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.74%
Icon v 01

Value of Plan

$4,149,940,243
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Plan Started

9.85%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.06%

return, since plan started

Lifestages Auto Option Age 0 34

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.83%
Icon v 01

Value of Plan

$25,926,616
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Plan Started

9.06%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.06%

return, since plan started

Lifestages High Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.83%
Icon v 01

Value of Plan

$228,626,699
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Plan Started

9.06%
Icon v 03

Date Plan Started

14/10/2015

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.24%

return, since plan started

Australasian Property Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.55%
Icon v 01

Value of Plan

$33,746,668
Icon v 05

Annual Fee

1.05%
Icon v 03

Return since Plan Started

12.24%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.95%

return, since plan started

Russell Lifepointsã‚â® Target Date 2025 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.30%
Icon v 01

Value of Plan

$24,784,626
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Plan Started

6.95%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.66%

return, since plan started

Anz Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

5.29%
Icon v 01

Value of Plan

$25,541,878
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Plan Started

3.66%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.61%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.75%
Icon v 01

Value of Plan

$225,654,876
Icon v 05

Annual Fee

1.06%
Icon v 03

Return since Plan Started

9.61%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.32%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.48%
Icon v 01

Value of Plan

$135,951
Icon v 05

Annual Fee

1.07%
Icon v 03

Return since Plan Started

5.32%
Icon v 03

Date Plan Started

31/10/2017

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.34%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

7.00%
Icon v 01

Value of Plan

$220,469,126
Icon v 05

Annual Fee

1.08%
Icon v 03

Return since Plan Started

4.34%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.67%

return, since plan started

Glidepath Age 40

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.77%
Icon v 01

Value of Plan

$7,317,329
Icon v 05

Annual Fee

1.08%
Icon v 03

Return since Plan Started

9.67%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.98%

return, since plan started

Asb Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.11%
Icon v 01

Value of Plan

$36,367,694
Icon v 05

Annual Fee

1.08%
Icon v 03

Return since Plan Started

6.98%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.13%

return, since plan started

Russell Lifepointsã‚â® Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.30%
Icon v 01

Value of Plan

$31,885,393
Icon v 05

Annual Fee

1.08%
Icon v 03

Return since Plan Started

7.13%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.33%

return, since plan started

Growth

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.91%
Icon v 01

Value of Plan

$2,206,036,827
Icon v 05

Annual Fee

1.11%
Icon v 03

Return since Plan Started

10.33%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.43%

return, since plan started

Russell Lifepointsã‚â® Target Date 2035 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.51%
Icon v 01

Value of Plan

$29,014,584
Icon v 05

Annual Fee

1.11%
Icon v 03

Return since Plan Started

8.43%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.14%

return, since plan started

Amp Income Generator Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.25%
Icon v 01

Value of Plan

$4,962,119
Icon v 05

Annual Fee

1.12%
Icon v 03

Return since Plan Started

5.14%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.90%

return, since plan started

Amp Moderate Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.75%
Icon v 01

Value of Plan

$475,935,787
Icon v 05

Annual Fee

1.12%
Icon v 03

Return since Plan Started

4.90%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.90%

return, since plan started

Amp Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

8.75%
Icon v 01

Value of Plan

$637,522,136
Icon v 05

Annual Fee

1.12%
Icon v 03

Return since Plan Started

4.90%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.88%

return, since plan started

Amp Australasian Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.66%
Icon v 01

Value of Plan

$8,208,813
Icon v 05

Annual Fee

1.12%
Icon v 03

Return since Plan Started

9.88%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.75%

return, since plan started

Asb Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.65%
Icon v 01

Value of Plan

$33,777,390
Icon v 05

Annual Fee

1.13%
Icon v 03

Return since Plan Started

8.75%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

13.91%

return, since plan started

Milford KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.79%
Icon v 01

Value of Plan

$52,804,242
Icon v 05

Annual Fee

1.13%
Icon v 03

Return since Plan Started

13.91%
Icon v 03

Date Plan Started

27/03/2020

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.32%

return, since plan started

Asset Class Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.86%
Icon v 01

Value of Plan

$25,414,243
Icon v 05

Annual Fee

1.14%
Icon v 03

Return since Plan Started

4.32%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.80%

return, since plan started

Glidepath Age 25

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

28.25%
Icon v 01

Value of Plan

$769,548
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Plan Started

11.80%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.59%

return, since plan started

Equity Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

28.25%
Icon v 01

Value of Plan

$236,504,097
Icon v 05

Annual Fee

1.15%
Icon v 03

Return since Plan Started

10.59%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.41%

return, since plan started

Nikko Am Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

6.35%
Icon v 01

Value of Plan

$40,524,223
Icon v 05

Annual Fee

1.16%
Icon v 03

Return since Plan Started

4.41%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.42%

return, since plan started

Anz Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.43%
Icon v 01

Value of Plan

$328,562,355
Icon v 05

Annual Fee

1.16%
Icon v 03

Return since Plan Started

8.42%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.59%

return, since plan started

Russell Lifepointsã‚â® Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.65%
Icon v 01

Value of Plan

$247,231,893
Icon v 05

Annual Fee

1.17%
Icon v 03

Return since Plan Started

8.59%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.09%

return, since plan started

Amp Property Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

26.47%
Icon v 01

Value of Plan

$7,325,203
Icon v 05

Annual Fee

1.18%
Icon v 03

Return since Plan Started

6.09%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

4.99%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.56%
Icon v 01

Value of Plan

$656,218,050
Icon v 05

Annual Fee

1.19%
Icon v 03

Return since Plan Started

4.99%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.64%

return, since plan started

Amp Moderate Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

11.27%
Icon v 01

Value of Plan

$839,824,282
Icon v 05

Annual Fee

1.19%
Icon v 03

Return since Plan Started

5.64%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.64%

return, since plan started

Amp Moderate Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

11.27%
Icon v 01

Value of Plan

$542,459,902
Icon v 05

Annual Fee

1.19%
Icon v 03

Return since Plan Started

5.64%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.46%

return, since plan started

Amp Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.23%
Icon v 01

Value of Plan

$348,033,922
Icon v 05

Annual Fee

1.20%
Icon v 03

Return since Plan Started

6.46%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.46%

return, since plan started

Amp Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.23%
Icon v 01

Value of Plan

$1,109,633,250
Icon v 05

Annual Fee

1.20%
Icon v 03

Return since Plan Started

6.46%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.75%

return, since plan started

Asset Class Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.51%
Icon v 01

Value of Plan

$23,305,277
Icon v 05

Annual Fee

1.21%
Icon v 03

Return since Plan Started

5.75%
Icon v 03

Date Plan Started

29/09/2017

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.61%

return, since plan started

Russell Lifepointsã‚â® Target Date 2045 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

17.94%
Icon v 01

Value of Plan

$24,434,085
Icon v 05

Annual Fee

1.21%
Icon v 03

Return since Plan Started

9.61%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.45%

return, since plan started

Stepping Stones 65+

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.58%
Icon v 01

Value of Plan

$7,319,760
Icon v 05

Annual Fee

1.21%
Icon v 03

Return since Plan Started

5.45%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.16%

return, since plan started

Stepping Stones Growth 65+

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.58%
Icon v 01

Value of Plan

$1,223,028
Icon v 05

Annual Fee

1.21%
Icon v 03

Return since Plan Started

5.16%
Icon v 03

Date Plan Started

6/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.45%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

9.58%
Icon v 01

Value of Plan

$493,574,547
Icon v 05

Annual Fee

1.21%
Icon v 03

Return since Plan Started

5.45%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.70%

return, since plan started

Russell Lifepointsã‚â® Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.65%
Icon v 01

Value of Plan

$64,296,930
Icon v 05

Annual Fee

1.22%
Icon v 03

Return since Plan Started

9.70%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.68%

return, since plan started

Amp Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.42%
Icon v 01

Value of Plan

$909,074,576
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Plan Started

7.68%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.68%

return, since plan started

Amp Growth Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.42%
Icon v 01

Value of Plan

$239,422,421
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Plan Started

7.68%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.70%

return, since plan started

Stepping Stones Growth 61 64

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.87%
Icon v 01

Value of Plan

$4,368,815
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Plan Started

5.70%
Icon v 03

Date Plan Started

6/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.86%

return, since plan started

Stepping Stones 61 64

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.87%
Icon v 01

Value of Plan

$11,389,431
Icon v 05

Annual Fee

1.23%
Icon v 03

Return since Plan Started

5.86%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.66%

return, since plan started

Socially Responsible Investment Moderate Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

6.50%
Icon v 01

Value of Plan

$22,801,357
Icon v 05

Annual Fee

1.24%
Icon v 03

Return since Plan Started

10.66%
Icon v 03

Date Plan Started

24/03/2020

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.91%

return, since plan started

Russell Lifepointsã‚â® Target Date 2055 Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

21.84%
Icon v 01

Value of Plan

$1,870,760
Icon v 05

Annual Fee

1.24%
Icon v 03

Return since Plan Started

11.91%
Icon v 03

Date Plan Started

19/02/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.58%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.35%
Icon v 01

Value of Plan

$470,635,771
Icon v 05

Annual Fee

1.24%
Icon v 03

Return since Plan Started

7.58%
Icon v 03

Date Plan Started

28/04/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.27%

return, since plan started

Stepping Stones 56 60

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

12.16%
Icon v 01

Value of Plan

$20,024,714
Icon v 05

Annual Fee

1.25%
Icon v 03

Return since Plan Started

6.27%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.82%

return, since plan started

Mercer Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

14.18%
Icon v 01

Value of Plan

$61,106,617
Icon v 05

Annual Fee

1.26%
Icon v 03

Return since Plan Started

6.82%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.16%

return, since plan started

Anz Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.96%
Icon v 01

Value of Plan

$46,481,078
Icon v 05

Annual Fee

1.27%
Icon v 03

Return since Plan Started

9.16%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.70%

return, since plan started

Asset Class Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

28.83%
Icon v 01

Value of Plan

$100,844,715
Icon v 05

Annual Fee

1.28%
Icon v 03

Return since Plan Started

7.70%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

18.60%

return, since plan started

Milford KiwiSaver Aggressive Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

27.68%
Icon v 01

Value of Plan

$546,499,591
Icon v 05

Annual Fee

1.30%
Icon v 03

Return since Plan Started

18.60%
Icon v 03

Date Plan Started

1/08/2019

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

5.11%

return, since plan started

High Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.38%
Icon v 01

Value of Plan

$560,666,373
Icon v 05

Annual Fee

1.30%
Icon v 03

Return since Plan Started

5.11%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.17%

return, since plan started

Socially Responsible Investment Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

12.94%
Icon v 01

Value of Plan

$182,315,024
Icon v 05

Annual Fee

1.30%
Icon v 03

Return since Plan Started

8.17%
Icon v 03

Date Plan Started

1/07/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.28%

return, since plan started

Stepping Stones 46 55

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.16%
Icon v 01

Value of Plan

$44,563,687
Icon v 05

Annual Fee

1.31%
Icon v 03

Return since Plan Started

7.28%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.66%

return, since plan started

Stepping Stones Growth 56 60

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.16%
Icon v 01

Value of Plan

$17,124,533
Icon v 05

Annual Fee

1.31%
Icon v 03

Return since Plan Started

7.66%
Icon v 03

Date Plan Started

6/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.73%

return, since plan started

Lifestages Capital Stable Portfolio

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

6.49%
Icon v 01

Value of Plan

$119,181,156
Icon v 05

Annual Fee

1.32%
Icon v 03

Return since Plan Started

3.73%
Icon v 03

Date Plan Started

30/09/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.30%

return, since plan started

Shielded Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.26%
Icon v 01

Value of Plan

$6,715,225
Icon v 05

Annual Fee

1.33%
Icon v 03

Return since Plan Started

10.30%
Icon v 03

Date Plan Started

31/05/2018

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.45%

return, since plan started

Amp International Shares Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

29.79%
Icon v 01

Value of Plan

$6,257,378
Icon v 05

Annual Fee

1.34%
Icon v 03

Return since Plan Started

11.45%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.27%

return, since plan started

Amp Aggressive Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

21.72%
Icon v 01

Value of Plan

$539,771,404
Icon v 05

Annual Fee

1.35%
Icon v 03

Return since Plan Started

8.27%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.27%

return, since plan started

Amp Aggressive Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

21.72%
Icon v 01

Value of Plan

$123,541,679
Icon v 05

Annual Fee

1.35%
Icon v 03

Return since Plan Started

8.27%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

6.85%

return, since plan started

Amp Ethical Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

17.92%
Icon v 01

Value of Plan

$23,217,590
Icon v 05

Annual Fee

1.36%
Icon v 03

Return since Plan Started

6.85%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.91%

return, since plan started

Socially Responsible Investment High Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

21.39%
Icon v 01

Value of Plan

$246,265,655
Icon v 05

Annual Fee

1.37%
Icon v 03

Return since Plan Started

8.91%
Icon v 03

Date Plan Started

21/05/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.51%

return, since plan started

Sustainable International Share Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

29.52%
Icon v 01

Value of Plan

$18,943,051
Icon v 05

Annual Fee

1.39%
Icon v 03

Return since Plan Started

11.51%
Icon v 03

Date Plan Started

25/08/2008

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

8.65%

return, since plan started

Stepping Stones 36 45

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.35%
Icon v 01

Value of Plan

$36,323,117
Icon v 05

Annual Fee

1.39%
Icon v 03

Return since Plan Started

8.65%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.53%

return, since plan started

Stepping Stones Growth 51 55

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

19.35%
Icon v 01

Value of Plan

$17,586,255
Icon v 05

Annual Fee

1.39%
Icon v 03

Return since Plan Started

9.53%
Icon v 03

Date Plan Started

6/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.51%

return, since plan started

Stepping Stones Growth 0 50

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.49%
Icon v 01

Value of Plan

$55,341,831
Icon v 05

Annual Fee

1.42%
Icon v 03

Return since Plan Started

10.51%
Icon v 03

Date Plan Started

6/09/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.54%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

22.49%
Icon v 01

Value of Plan

$1,070,750,488
Icon v 05

Annual Fee

1.42%
Icon v 03

Return since Plan Started

9.54%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.20%

return, since plan started

Cpp Fund No. 5

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

24.05%
Icon v 01

Value of Plan

$21,435,024
Icon v 05

Annual Fee

1.44%
Icon v 03

Return since Plan Started

12.20%
Icon v 03

Date Plan Started

3/10/2012

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

12.33%

return, since plan started

Cpp Fund No. 4

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

24.03%
Icon v 01

Value of Plan

$26,384,196
Icon v 05

Annual Fee

1.44%
Icon v 03

Return since Plan Started

12.33%
Icon v 03

Date Plan Started

3/10/2011

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.01%

return, since plan started

Stepping Stones 0 35

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

23.54%
Icon v 01

Value of Plan

$37,713,237
Icon v 05

Annual Fee

1.47%
Icon v 03

Return since Plan Started

10.01%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.90%

return, since plan started

Milford KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

17.83%
Icon v 01

Value of Plan

$680,298,607
Icon v 05

Annual Fee

1.48%
Icon v 03

Return since Plan Started

9.90%
Icon v 03

Date Plan Started

1/04/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.49%

return, since plan started

Focused Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

24.59%
Icon v 01

Value of Plan

$1,429,552,549
Icon v 05

Annual Fee

1.52%
Icon v 03

Return since Plan Started

10.49%
Icon v 03

Date Plan Started

16/04/2013

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.98%

return, since plan started

Nikko Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.40%
Icon v 01

Value of Plan

$12,587,315
Icon v 05

Annual Fee

1.55%
Icon v 03

Return since Plan Started

7.98%
Icon v 03

Date Plan Started

31/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.79%

return, since plan started

Nikko Am Balanced Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

15.26%
Icon v 01

Value of Plan

$102,904,729
Icon v 05

Annual Fee

1.57%
Icon v 03

Return since Plan Started

7.79%
Icon v 03

Date Plan Started

1/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

2.99%

return, since plan started

Income Strategy

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

4.79%
Icon v 01

Value of Plan

$64,742,138
Icon v 05

Annual Fee

1.61%
Icon v 03

Return since Plan Started

2.99%
Icon v 03

Date Plan Started

1/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.43%

return, since plan started

Geared Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

31.39%
Icon v 01

Value of Plan

$198,308,531
Icon v 05

Annual Fee

1.61%
Icon v 03

Return since Plan Started

10.43%
Icon v 03

Date Plan Started

15/07/2009

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.48%

return, since plan started

Glidepath Age 60

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

12.13%
Icon v 01

Value of Plan

$4,836,077
Icon v 05

Annual Fee

1.61%
Icon v 03

Return since Plan Started

7.48%
Icon v 03

Date Plan Started

31/10/2017

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

3.31%

return, since plan started

Amp Global Multi Asset Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.41%
Icon v 01

Value of Plan

$11,188,005
Icon v 05

Annual Fee

1.61%
Icon v 03

Return since Plan Started

3.31%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.52%

return, since plan started

Nikko Am Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

21.27%
Icon v 01

Value of Plan

$43,995,188
Icon v 05

Annual Fee

1.70%
Icon v 03

Return since Plan Started

9.52%
Icon v 03

Date Plan Started

28/07/2016

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

7.38%

return, since plan started

Balanced Strategy

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

13.81%
Icon v 01

Value of Plan

$1,004,085,889
Icon v 05

Annual Fee

1.80%
Icon v 03

Return since Plan Started

7.38%
Icon v 03

Date Plan Started

12/06/2009

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

13.07%

return, since plan started

Milford KiwiSaver Active Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

25.64%
Icon v 01

Value of Plan

$2,556,649,535
Icon v 05

Annual Fee

2.00%
Icon v 03

Return since Plan Started

13.07%
Icon v 03

Date Plan Started

1/04/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.11%

return, since plan started

Amanah Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

10.78%
Icon v 01

Value of Plan

$32,111,715
Icon v 05

Annual Fee

2.12%
Icon v 03

Return since Plan Started

9.11%
Icon v 03

Date Plan Started

24/03/2014

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

13.03%

return, since plan started

Milford Active Growth Wholesale Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

25.70%
Icon v 01

Value of Plan

$203,361,473
Icon v 05

Annual Fee

2.12%
Icon v 03

Return since Plan Started

13.03%
Icon v 03

Date Plan Started

1/05/2009

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

10.19%

return, since plan started

Glidepath Age 50

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

18.27%
Icon v 01

Value of Plan

$3,775,105
Icon v 05

Annual Fee

2.29%
Icon v 03

Return since Plan Started

10.19%
Icon v 03

Date Plan Started

31/10/2017

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

11.07%

return, since plan started

Glidepath Age 30

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.33%
Icon v 01

Value of Plan

$2,281,550
Icon v 05

Annual Fee

2.51%
Icon v 03

Return since Plan Started

11.07%
Icon v 03

Date Plan Started

31/10/2017

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

9.68%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

20.33%
Icon v 01

Value of Plan

$2,933,541,188
Icon v 05

Annual Fee

2.51%
Icon v 03

Return since Plan Started

9.68%
Icon v 03

Date Plan Started

2/10/2007

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

6.50%

return, since plan started

Inflation Strategy

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

26.99%
Icon v 01

Value of Plan

$98,191,152
Icon v 05

Annual Fee

2.62%
Icon v 03

Return since Plan Started

6.50%
Icon v 03

Date Plan Started

1/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

6.73%

return, since plan started

Lifecycle Age 75

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

28.77%
Icon v 01

Value of Plan

$438,201
Icon v 05

Annual Fee

2.83%
Icon v 03

Return since Plan Started

6.73%
Icon v 03

Date Plan Started

1/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

7.36%

return, since plan started

Lifecycle Age 65

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

33.44%
Icon v 01

Value of Plan

$7,668,766
Icon v 05

Annual Fee

3.06%
Icon v 03

Return since Plan Started

7.36%
Icon v 03

Date Plan Started

1/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

10.05%

return, since plan started

Lifecycle Age 0 54

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

56.11%
Icon v 01

Value of Plan

$354,455,684
Icon v 05

Annual Fee

4.13%
Icon v 03

Return since Plan Started

10.05%
Icon v 03

Date Plan Started

1/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

NZ FUNDS KIWISAVER SCHEME

10.83%

return, since plan started

Growth Strategy

Retirement balance of:

at 65 years of age.

Icon v 01

Retirement Balance

Icon v 03

Past Year Return after Fees & Tax

63.53%
Icon v 01

Value of Plan

$493,631,404
Icon v 05

Annual Fee

4.45%
Icon v 03

Return since Plan Started

10.83%
Icon v 03

Date Plan Started

1/11/2010

Note: this KiwiSaver scheme data is based on the period ending June 2021 from the official FMA website.

Google rating +
Leah Te Rangi , 2021-09-28

Sign up didn't go quite the way it was meant to. But Kate called and she walked through everything so we could work out what went wrong. she was patient, friendly, supportive and kept me calm to finally get plan registration sorted ( still can't log in though - she must be magic )

Tara Davis , 2021-09-28

Found it really easy to find what i needed and also got a call regarding what deals might be best suited etc. Saves a lot of time. Highly reccommend glimp

Christine Henare , 2021-06-25

I’ve just had a great experience with Kurt from glimp compare. He helped me through the process from the time I clicked onto the website, via the chat function. Long story short I have signed up to a new power and broadband provider with significant cost savings. There was no pressure at any stage, just respectful guidance and facilitation to initiate the new supply.

Chris Lerew , 2021-09-18

Good options, but ideally an option to combine & compare cost for best mobile + broadband option would be nice.

John de Jong , 2021-09-26

Easy site to navigate. Gave me great options that suit my household including reputable providers I wasn't familiar with.