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NZ FUNDS KIWISAVER SCHEME

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,36%

Value of Plan

$7727813,56

Annual Fee

0.00%

Return since Plan Started

Date Plan Started

8/31/2021

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

0.81%

return, since plan started

Milford KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,68%

Value of Plan

$114209197,1

Annual Fee

0,2%

Return since Plan Started

0,81%

Date Plan Started

3/27/2020

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

-8.13%

return, since plan started

Superlife Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,99%

Value of Plan

$390,277,999

Annual Fee

0,2%

Return since Plan Started

-8,13%

Date Plan Started

12/1/2021

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

1.55%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$72423092,58

Annual Fee

0,22%

Return since Plan Started

1,55%

Date Plan Started

10/1/2007

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

1.61%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,54%

Value of Plan

$985723469,4

Annual Fee

0,23%

Return since Plan Started

1,61%

Date Plan Started

8/12/2008

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

1.6%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$27417732,72

Annual Fee

0,23%

Return since Plan Started

1,6%

Date Plan Started

11/15/2007

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

1.59%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,62%

Value of Plan

$587896374,5

Annual Fee

0,27%

Return since Plan Started

1,59%

Date Plan Started

10/1/2007

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

1.56%

return, since plan started

Bnz KiwiSaver Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$314710389,6

Annual Fee

0,3%

Return since Plan Started

1,56%

Date Plan Started

2/11/2013

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

-12.09%

return, since plan started

Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,2%

Value of Plan

$371072802,1

Annual Fee

0,3%

Return since Plan Started

-12,09%

Date Plan Started

12/1/2021

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

1.49%

return, since plan started

Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,52%

Value of Plan

$33937150,45

Annual Fee

0,31%

Return since Plan Started

1,49%

Date Plan Started

10/1/2007

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

5.82%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,02%

Value of Plan

$1,775,288,305

Annual Fee

0,31%

Return since Plan Started

5,82%

Date Plan Started

9/1/2016

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

4.04%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,03%

Value of Plan

$457188281,6

Annual Fee

0,31%

Return since Plan Started

4,04%

Date Plan Started

9/1/2016

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

1.9%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,63%

Value of Plan

$136,675,158

Annual Fee

0,31%

Return since Plan Started

1,9%

Date Plan Started

9/1/2016

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

1.51%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$847869504,5

Annual Fee

0,35%

Return since Plan Started

1,51%

Date Plan Started

10/2/2007

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

-9.61%

return, since plan started

Bnz KiwiSaver Default Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,95%

Value of Plan

$464273419,3

Annual Fee

0,35%

Return since Plan Started

-9,61%

Date Plan Started

12/1/2021

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

-8.66%

return, since plan started

Default Saver Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,31%

Value of Plan

$395971319,8

Annual Fee

0,35%

Return since Plan Started

-8,66%

Date Plan Started

12/1/2021

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

return, since plan started

Default

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,52%

Value of Plan

$495,866,496

Annual Fee

0,37%

Return since Plan Started

Date Plan Started

12/1/2021

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

2.72%

return, since plan started

Amp Defensive Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,23%

Value of Plan

$411496666,2

Annual Fee

0,38%

Return since Plan Started

2,72%

Date Plan Started

10/1/2007

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

2.85%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,34%

Value of Plan

$40780047,15

Annual Fee

0,38%

Return since Plan Started

2,85%

Date Plan Started

7/1/2014

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

2.81%

return, since plan started

Defensive Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,87%

Value of Plan

$219807204,1

Annual Fee

0,39%

Return since Plan Started

2,81%

Date Plan Started

7/2/2014

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

2.95%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,74%

Value of Plan

$3,198,568,873

Annual Fee

0,4%

Return since Plan Started

2,95%

Date Plan Started

10/2/2007

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

1.51%

return, since plan started

New Zealand Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,29%

Value of Plan

$6831299,32

Annual Fee

0,4%

Return since Plan Started

1,51%

Date Plan Started

10/1/2007

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

return, since plan started

Default Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,28%

Value of Plan

$554222978,2

Annual Fee

0,4%

Return since Plan Started

Date Plan Started

12/1/2021

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

3.28%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,96%

Value of Plan

$623859615,3

Annual Fee

0,43%

Return since Plan Started

3,28%

Date Plan Started

10/1/2007

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

3.22%

return, since plan started

Sustainable Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,04%

Value of Plan

$708559269,2

Annual Fee

0,46%

Return since Plan Started

3,22%

Date Plan Started

10/1/2007

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

2.06%

return, since plan started

Bnz KiwiSaver First Home Buyer Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,38%

Value of Plan

$280169133,7

Annual Fee

0,47%

Return since Plan Started

2,06%

Date Plan Started

9/15/2015

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

2.62%

return, since plan started

Bnz KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,43%

Value of Plan

$801227165,2

Annual Fee

0,48%

Return since Plan Started

2,62%

Date Plan Started

2/11/2013

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

3.21%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,91%

Value of Plan

$2,856,784,600

Annual Fee

0,48%

Return since Plan Started

3,21%

Date Plan Started

10/1/2007

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

-0.21%

return, since plan started

Uk Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2,35%

Value of Plan

$1,113,377

Annual Fee

0,49%

Return since Plan Started

-0,21%

Date Plan Started

3/26/2012

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

1.85%

return, since plan started

Cash

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,66%

Value of Plan

$376,941,735

Annual Fee

0,49%

Return since Plan Started

1,85%

Date Plan Started

9/12/2012

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

0.76%

return, since plan started

Summer New Zealand Cash

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,31%

Value of Plan

$5604858,56

Annual Fee

0,5%

Return since Plan Started

0,76%

Date Plan Started

9/19/2016

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

3.62%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,06%

Value of Plan

$725655623,3

Annual Fee

0,51%

Return since Plan Started

3,62%

Date Plan Started

7/2/2014

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

6.36%

return, since plan started

Bnz KiwiSaver Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,65%

Value of Plan

$1,276,887,516

Annual Fee

0,51%

Return since Plan Started

6,36%

Date Plan Started

2/11/2013

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

4.98%

return, since plan started

Bnz KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,1%

Value of Plan

$702104237,7

Annual Fee

0,51%

Return since Plan Started

4,98%

Date Plan Started

2/11/2013

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

3.9%

return, since plan started

Bnz KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,84%

Value of Plan

$678973082,5

Annual Fee

0,51%

Return since Plan Started

3,9%

Date Plan Started

2/11/2013

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

3.23%

return, since plan started

Cash Enhanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,08%

Value of Plan

$290967304,2

Annual Fee

0,52%

Return since Plan Started

3,23%

Date Plan Started

10/1/2007

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

1.79%

return, since plan started

Nz Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,55%

Value of Plan

$69,592,991

Annual Fee

0,52%

Return since Plan Started

1,79%

Date Plan Started

10/8/2007

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

-5.23%

return, since plan started

S&P/Nzx Nz Government Bond Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,32%

Value of Plan

$498,277

Annual Fee

0,54%

Return since Plan Started

-5,23%

Date Plan Started

7/15/2020

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

2.3%

return, since plan started

Nz Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,73%

Value of Plan

$30,829,802

Annual Fee

0,54%

Return since Plan Started

2,3%

Date Plan Started

10/24/2007

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

1.27%

return, since plan started

Overseas Non Government Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,39%

Value of Plan

$15,616,846

Annual Fee

0,54%

Return since Plan Started

1,27%

Date Plan Started

10/24/2007

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

9.37%

return, since plan started

Us 500 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,68%

Value of Plan

$31,575,993

Annual Fee

0,54%

Return since Plan Started

9,37%

Date Plan Started

9/21/2015

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

2.2%

return, since plan started

Superlife Age Steps Age 80

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,93%

Value of Plan

$42,955

Annual Fee

0,56%

Return since Plan Started

2,2%

Date Plan Started

9/15/2013

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

2.13%

return, since plan started

Superlife Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,25%

Value of Plan

$188,472,907

Annual Fee

0,56%

Return since Plan Started

2,13%

Date Plan Started

9/15/2013

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

3.41%

return, since plan started

Superlife Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,51%

Value of Plan

$25,941,946

Annual Fee

0,57%

Return since Plan Started

3,41%

Date Plan Started

11/15/2010

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

9.14%

return, since plan started

Us Large Value Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

4,01%

Value of Plan

$8,462,725

Annual Fee

0,57%

Return since Plan Started

9,14%

Date Plan Started

9/21/2015

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

8.91%

return, since plan started

Us Large Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-29,71%

Value of Plan

$40,619,815

Annual Fee

0,57%

Return since Plan Started

8,91%

Date Plan Started

9/21/2015

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

1.24%

return, since plan started

Amp Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,28%

Value of Plan

$97837372,85

Annual Fee

0,57%

Return since Plan Started

1,24%

Date Plan Started

10/1/2007

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

1.13%

return, since plan started

International Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,8%

Value of Plan

$2220053,91

Annual Fee

0,57%

Return since Plan Started

1,13%

Date Plan Started

10/1/2007

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

6.67%

return, since plan started

Us Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,76%

Value of Plan

$3,190,119

Annual Fee

0,57%

Return since Plan Started

6,67%

Date Plan Started

9/21/2015

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

6.03%

return, since plan started

Us Small Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,77%

Value of Plan

$4,307,015

Annual Fee

0,57%

Return since Plan Started

6,03%

Date Plan Started

9/21/2015

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

3.73%

return, since plan started

Superlife Age Steps Age 70

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9.00%

Value of Plan

$2,751,817

Annual Fee

0,58%

Return since Plan Started

3,73%

Date Plan Started

9/15/2013

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

5.25%

return, since plan started

Global Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-23,11%

Value of Plan

$15,434,924

Annual Fee

0,58%

Return since Plan Started

5,25%

Date Plan Started

10/24/2007

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

4.62%

return, since plan started

Total World (Nzd Hedged) Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,67%

Value of Plan

$2,664,235

Annual Fee

0,58%

Return since Plan Started

4,62%

Date Plan Started

7/15/2020

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

8.1%

return, since plan started

Overseas Shares (Currency Hedged) Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,35%

Value of Plan

$20,192,513

Annual Fee

0,58%

Return since Plan Started

8,1%

Date Plan Started

10/24/2007

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

5.91%

return, since plan started

Total World Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,92%

Value of Plan

$9,739,587

Annual Fee

0,58%

Return since Plan Started

5,91%

Date Plan Started

9/21/2015

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

9.66%

return, since plan started

Overseas Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,4%

Value of Plan

$22,939,505

Annual Fee

0,58%

Return since Plan Started

9,66%

Date Plan Started

10/24/2007

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

8.25%

return, since plan started

Nz Top 10 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,05%

Value of Plan

$6,277,378

Annual Fee

0,59%

Return since Plan Started

8,25%

Date Plan Started

9/21/2015

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

1.57%

return, since plan started

Overseas Bonds Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,39%

Value of Plan

$8,621,353

Annual Fee

0,59%

Return since Plan Started

1,57%

Date Plan Started

10/24/2007

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

10.14%

return, since plan started

Australian Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,34%

Value of Plan

$28,853,120

Annual Fee

0,59%

Return since Plan Started

10,14%

Date Plan Started

1/19/2015

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

7.23%

return, since plan started

Nz Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,34%

Value of Plan

$3,963,996

Annual Fee

0,59%

Return since Plan Started

7,23%

Date Plan Started

9/21/2015

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

5.27%

return, since plan started

Australian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,72%

Value of Plan

$18,353,797

Annual Fee

0,59%

Return since Plan Started

5,27%

Date Plan Started

10/24/2007

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

5.57%

return, since plan started

Australian Top 20 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,14%

Value of Plan

$3,316,959

Annual Fee

0,59%

Return since Plan Started

5,57%

Date Plan Started

9/21/2015

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

9.41%

return, since plan started

S&P/Asx 200 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-2,88%

Value of Plan

$2,391,934

Annual Fee

0,59%

Return since Plan Started

9,41%

Date Plan Started

7/15/2020

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

5.11%

return, since plan started

Nz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-21,23%

Value of Plan

$6,977,434

Annual Fee

0,59%

Return since Plan Started

5,11%

Date Plan Started

11/11/2015

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

13.02%

return, since plan started

Australian Resources Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

16,98%

Value of Plan

$18,054,973

Annual Fee

0,59%

Return since Plan Started

13,02%

Date Plan Started

9/21/2015

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

3.91%

return, since plan started

Australian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-19,03%

Value of Plan

$1,738,630

Annual Fee

0,59%

Return since Plan Started

3,91%

Date Plan Started

9/21/2015

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

9.62%

return, since plan started

Nz Mid Cap Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,54%

Value of Plan

$6,946,543

Annual Fee

0,59%

Return since Plan Started

9,62%

Date Plan Started

9/21/2015

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

-7.02%

return, since plan started

Global Aggregate Bond Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,37%

Value of Plan

$532,204

Annual Fee

0,59%

Return since Plan Started

-7,02%

Date Plan Started

7/15/2020

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

5.49%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,75%

Value of Plan

$1,852,141,897

Annual Fee

0,59%

Return since Plan Started

5,49%

Date Plan Started

10/1/2007

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

-1.57%

return, since plan started

S&P/Nzx 50 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,75%

Value of Plan

$2,919,374

Annual Fee

0,59%

Return since Plan Started

-1,57%

Date Plan Started

7/15/2020

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

8.49%

return, since plan started

Nz Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,16%

Value of Plan

$25,472,396

Annual Fee

0,59%

Return since Plan Started

8,49%

Date Plan Started

10/24/2007

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

8.87%

return, since plan started

Nz Top 50 Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,15%

Value of Plan

$58,303,454

Annual Fee

0,59%

Return since Plan Started

8,87%

Date Plan Started

1/19/2015

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

2.58%

return, since plan started

Asia Pacific Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,01%

Value of Plan

$3,997,327

Annual Fee

0,59%

Return since Plan Started

2,58%

Date Plan Started

9/21/2015

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

2.26%

return, since plan started

Europe Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,94%

Value of Plan

$3,986,460

Annual Fee

0,59%

Return since Plan Started

2,26%

Date Plan Started

9/21/2015

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

3.36%

return, since plan started

Australian Financials Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0,51%

Value of Plan

$2,221,183

Annual Fee

0,59%

Return since Plan Started

3,36%

Date Plan Started

9/21/2015

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

1.55%

return, since plan started

Australian Dividend Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0,68%

Value of Plan

$1,225,284

Annual Fee

0,59%

Return since Plan Started

1,55%

Date Plan Started

9/21/2015

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

4.61%

return, since plan started

Superlife Age Steps Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,26%

Value of Plan

$19,006,625

Annual Fee

0,6%

Return since Plan Started

4,61%

Date Plan Started

9/15/2013

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

4.12%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,77%

Value of Plan

$2,277,367,107

Annual Fee

0,6%

Return since Plan Started

4,12%

Date Plan Started

10/2/2007

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

1.46%

return, since plan started

Juno Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,12%

Value of Plan

$58762543,87

Annual Fee

0,6%

Return since Plan Started

1,46%

Date Plan Started

8/1/2018

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

5.29%

return, since plan started

Superlife Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,74%

Value of Plan

$59,791,602

Annual Fee

0,6%

Return since Plan Started

5,29%

Date Plan Started

2/23/2009

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

5.52%

return, since plan started

Superlife Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,11%

Value of Plan

$44,879,035

Annual Fee

0,61%

Return since Plan Started

5,52%

Date Plan Started

9/16/2013

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

5.53%

return, since plan started

Superlife Age Steps Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,46%

Value of Plan

$19,579,718

Annual Fee

0,61%

Return since Plan Started

5,53%

Date Plan Started

9/15/2013

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

2.88%

return, since plan started

Default

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4,92%

Value of Plan

$287,176,135

Annual Fee

0,62%

Return since Plan Started

2,88%

Date Plan Started

7/1/2014

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

3.65%

return, since plan started

Juno Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-25,63%

Value of Plan

$405197420,5

Annual Fee

0,62%

Return since Plan Started

3,65%

Date Plan Started

8/1/2018

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

5.74%

return, since plan started

Superlife Age Steps Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,81%

Value of Plan

$5,574,299

Annual Fee

0,62%

Return since Plan Started

5,74%

Date Plan Started

9/15/2013

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

5.74%

return, since plan started

Superlife Age Steps Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,81%

Value of Plan

$10,664,553

Annual Fee

0,62%

Return since Plan Started

5,74%

Date Plan Started

9/15/2013

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

1.49%

return, since plan started

Preservation Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0,79%

Value of Plan

$42153399,86

Annual Fee

0,62%

Return since Plan Started

1,49%

Date Plan Started

10/1/2007

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

6.54%

return, since plan started

Superlife High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,24%

Value of Plan

$495,963,142

Annual Fee

0,63%

Return since Plan Started

6,54%

Date Plan Started

9/15/2013

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

6.38%

return, since plan started

Superlife Age Steps Age 20

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,95%

Value of Plan

$1,553,420

Annual Fee

0,63%

Return since Plan Started

6,38%

Date Plan Started

9/15/2013

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

6.66%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,07%

Value of Plan

$2,364,054,840

Annual Fee

0,64%

Return since Plan Started

6,66%

Date Plan Started

10/1/2007

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

2.1%

return, since plan started

Enhanced Cash Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

1,2%

Value of Plan

$65209130,05

Annual Fee

0,65%

Return since Plan Started

2,1%

Date Plan Started

10/1/2007

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

5.83%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,75%

Value of Plan

$2,692,741,021

Annual Fee

0,65%

Return since Plan Started

5,83%

Date Plan Started

10/2/2007

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

3.1%

return, since plan started

Sustainable Plus Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8.00%

Value of Plan

$209369635,8

Annual Fee

0,66%

Return since Plan Started

3,1%

Date Plan Started

2/18/2015

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

0.39%

return, since plan started

Juno Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,27%

Value of Plan

$28767522,01

Annual Fee

0,67%

Return since Plan Started

0,39%

Date Plan Started

8/1/2018

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

5.94%

return, since plan started

Ethica Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,73%

Value of Plan

$54,948,306

Annual Fee

0,7%

Return since Plan Started

5,94%

Date Plan Started

3/31/2008

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

7.23%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,36%

Value of Plan

$4,598,484,115

Annual Fee

0,7%

Return since Plan Started

7,23%

Date Plan Started

10/2/2007

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

3.05%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,16%

Value of Plan

$460384909,4

Annual Fee

0,71%

Return since Plan Started

3,05%

Date Plan Started

10/1/2007

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

3.03%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,16%

Value of Plan

$1,263,280,636

Annual Fee

0,72%

Return since Plan Started

3,03%

Date Plan Started

10/1/2007

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

1.74%

return, since plan started

Cashplus

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-0,76%

Value of Plan

$103,166,488

Annual Fee

0,72%

Return since Plan Started

1,74%

Date Plan Started

6/1/2012

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

2.8%

return, since plan started

Emerging Markets Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,93%

Value of Plan

$16,564,919

Annual Fee

0,73%

Return since Plan Started

2,8%

Date Plan Started

1/28/2011

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

0.45%

return, since plan started

Summer Global Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,68%

Value of Plan

$1066065,9

Annual Fee

0,75%

Return since Plan Started

0,45%

Date Plan Started

9/19/2016

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

0.96%

return, since plan started

Summer Conservative Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,78%

Value of Plan

$11037591,24

Annual Fee

0,75%

Return since Plan Started

0,96%

Date Plan Started

4/8/2019

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

0.71%

return, since plan started

Summer New Zealand Fixed Interest

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4,1%

Value of Plan

$5635360,6

Annual Fee

0,75%

Return since Plan Started

0,71%

Date Plan Started

9/19/2016

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

-0.18%

return, since plan started

Amp Nz Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,73%

Value of Plan

$2550062,58

Annual Fee

0,77%

Return since Plan Started

-0,18%

Date Plan Started

7/28/2016

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

5.51%

return, since plan started

Sustainable Plus Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,4%

Value of Plan

$539,038,815

Annual Fee

0,77%

Return since Plan Started

5,51%

Date Plan Started

10/1/2007

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

0.16%

return, since plan started

Lifestages Income Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,6%

Value of Plan

$210899477,2

Annual Fee

0,81%

Return since Plan Started

0,16%

Date Plan Started

10/14/2015

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

4.19%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,8%

Value of Plan

$98494420,62

Annual Fee

0,82%

Return since Plan Started

4,19%

Date Plan Started

10/1/2007

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

4.23%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,8%

Value of Plan

$1,484,569,767

Annual Fee

0,82%

Return since Plan Started

4,23%

Date Plan Started

10/1/2007

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

4.24%

return, since plan started

Conservative Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,79%

Value of Plan

$216214788,8

Annual Fee

0,82%

Return since Plan Started

4,24%

Date Plan Started

10/1/2007

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

7.56%

return, since plan started

Amp International Shares Fund No. 2

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,51%

Value of Plan

$14298681,16

Annual Fee

0,83%

Return since Plan Started

7,56%

Date Plan Started

7/28/2016

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

-0.49%

return, since plan started

Amp Global Fixed Interest Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,09%

Value of Plan

$579122,93

Annual Fee

0,84%

Return since Plan Started

-0,49%

Date Plan Started

7/28/2016

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

2.49%

return, since plan started

Amp Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,75%

Value of Plan

$417230498,1

Annual Fee

0,86%

Return since Plan Started

2,49%

Date Plan Started

10/1/2007

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

2.49%

return, since plan started

Amp Conservative Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,75%

Value of Plan

$176319811,8

Annual Fee

0,86%

Return since Plan Started

2,49%

Date Plan Started

10/1/2007

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

5.15%

return, since plan started

Sustainable Plus Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,46%

Value of Plan

$203742494,1

Annual Fee

0,87%

Return since Plan Started

5,15%

Date Plan Started

2/18/2015

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

1.48%

return, since plan started

Lifestages Auto Option Age 65+

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,26%

Value of Plan

$8100312,55

Annual Fee

0,88%

Return since Plan Started

1,48%

Date Plan Started

10/14/2015

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

3.2%

return, since plan started

Conservative

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,64%

Value of Plan

$946,455,386

Annual Fee

0,89%

Return since Plan Started

3,2%

Date Plan Started

10/1/2007

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

2.95%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,59%

Value of Plan

$376329,61

Annual Fee

0,89%

Return since Plan Started

2,95%

Date Plan Started

7/1/2014

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

5.74%

return, since plan started

Amp Australasian Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,62%

Value of Plan

$8180761,47

Annual Fee

0,89%

Return since Plan Started

5,74%

Date Plan Started

7/28/2016

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

4.17%

return, since plan started

Summer Balanced Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,17%

Value of Plan

$116087767,4

Annual Fee

0,9%

Return since Plan Started

4,17%

Date Plan Started

9/19/2016

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

8.17%

return, since plan started

Summer New Zealand Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,28%

Value of Plan

$18228987,74

Annual Fee

0,9%

Return since Plan Started

8,17%

Date Plan Started

9/19/2016

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

3.59%

return, since plan started

Summer Listed Property

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-20,75%

Value of Plan

$6980314,73

Annual Fee

0,9%

Return since Plan Started

3,59%

Date Plan Started

9/19/2016

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

5.63%

return, since plan started

Summer Global Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-19,73%

Value of Plan

$24813940,6

Annual Fee

0,9%

Return since Plan Started

5,63%

Date Plan Started

9/19/2016

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

6.73%

return, since plan started

Summer Australian Equities

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0,35%

Value of Plan

$15475043,73

Annual Fee

0,9%

Return since Plan Started

6,73%

Date Plan Started

9/19/2016

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

3.11%

return, since plan started

Summer Growth Selection

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,13%

Value of Plan

$63828114,84

Annual Fee

0,9%

Return since Plan Started

3,11%

Date Plan Started

4/8/2019

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

3.27%

return, since plan started

Amp Moderate Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,32%

Value of Plan

$456615405,5

Annual Fee

0,9%

Return since Plan Started

3,27%

Date Plan Started

10/1/2007

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

3.27%

return, since plan started

Amp Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,32%

Value of Plan

$602363750,5

Annual Fee

0,9%

Return since Plan Started

3,27%

Date Plan Started

10/1/2007

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

1.21%

return, since plan started

Capital Guaranteed Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

0,54%

Value of Plan

$70301883,95

Annual Fee

0,9%

Return since Plan Started

1,21%

Date Plan Started

7/1/2014

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

3.42%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,3%

Value of Plan

$292981392,3

Annual Fee

0,91%

Return since Plan Started

3,42%

Date Plan Started

10/1/2007

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

7.8%

return, since plan started

Sustainable Plus High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14.00%

Value of Plan

$290063013,8

Annual Fee

0,92%

Return since Plan Started

7,8%

Date Plan Started

10/1/2007

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

4.49%

return, since plan started

Amp Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,08%

Value of Plan

$297594535,9

Annual Fee

0,92%

Return since Plan Started

4,49%

Date Plan Started

10/1/2007

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

4.49%

return, since plan started

Amp Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,08%

Value of Plan

$1,013,089,905

Annual Fee

0,92%

Return since Plan Started

4,49%

Date Plan Started

10/1/2007

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

3.86%

return, since plan started

Amp Moderate Balanced Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,11%

Value of Plan

$487999207,6

Annual Fee

0,92%

Return since Plan Started

3,86%

Date Plan Started

10/1/2007

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

3.86%

return, since plan started

Amp Moderate Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,11%

Value of Plan

$783906582,3

Annual Fee

0,92%

Return since Plan Started

3,86%

Date Plan Started

10/1/2007

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

3.41%

return, since plan started

Glidepath Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,02%

Value of Plan

$4658109,38

Annual Fee

0,92%

Return since Plan Started

3,41%

Date Plan Started

7/1/2014

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

3.39%

return, since plan started

Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,21%

Value of Plan

$1,060,395,228

Annual Fee

0,93%

Return since Plan Started

3,39%

Date Plan Started

6/12/2009

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

5.63%

return, since plan started

Amp Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,92%

Value of Plan

$828607905,2

Annual Fee

0,93%

Return since Plan Started

5,63%

Date Plan Started

10/1/2007

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

5.63%

return, since plan started

Amp Growth Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,92%

Value of Plan

$201320642,2

Annual Fee

0,93%

Return since Plan Started

5,63%

Date Plan Started

10/1/2007

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

6.47%

return, since plan started

Sustainable Plus Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16,41%

Value of Plan

$45655324,6

Annual Fee

0,94%

Return since Plan Started

6,47%

Date Plan Started

2/18/2015

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

5.54%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,58%

Value of Plan

$1,412,424,697

Annual Fee

0,94%

Return since Plan Started

5,54%

Date Plan Started

10/1/2007

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

5.42%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,38%

Value of Plan

$619452219,2

Annual Fee

0,94%

Return since Plan Started

5,42%

Date Plan Started

10/1/2007

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

5.2%

return, since plan started

Milford KiwiSaver Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,65%

Value of Plan

$205101201,8

Annual Fee

0,95%

Return since Plan Started

5,2%

Date Plan Started

10/1/2012

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

5.1%

return, since plan started

Glidepath Age 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,34%

Value of Plan

$10173343,69

Annual Fee

0,95%

Return since Plan Started

5,1%

Date Plan Started

7/1/2014

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

5.3%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,38%

Value of Plan

$229195466,2

Annual Fee

0,95%

Return since Plan Started

5,3%

Date Plan Started

10/1/2007

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

5.38%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,38%

Value of Plan

$3,077,577,645

Annual Fee

0,95%

Return since Plan Started

5,38%

Date Plan Started

10/1/2007

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

6.61%

return, since plan started

Amp International Shares Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,74%

Value of Plan

$7596502,07

Annual Fee

0,96%

Return since Plan Started

6,61%

Date Plan Started

7/28/2016

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

6.16%

return, since plan started

Amp Aggressive Fund (Lifesteps)

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,75%

Value of Plan

$114350029,9

Annual Fee

0,96%

Return since Plan Started

6,16%

Date Plan Started

10/1/2007

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

6.16%

return, since plan started

Amp Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,75%

Value of Plan

$562141126,8

Annual Fee

0,96%

Return since Plan Started

6,16%

Date Plan Started

10/1/2007

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

3.42%

return, since plan started

Amp Balanced Fund No. 2

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,12%

Value of Plan

$23968994,97

Annual Fee

0,97%

Return since Plan Started

3,42%

Date Plan Started

7/28/2016

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

2.19%

return, since plan started

Glidepath Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,85%

Value of Plan

$433095,85

Annual Fee

0,98%

Return since Plan Started

2,19%

Date Plan Started

10/31/2017

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

6.59%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,82%

Value of Plan

$555295065,5

Annual Fee

0,99%

Return since Plan Started

6,59%

Date Plan Started

10/1/2007

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

5.09%

return, since plan started

Milford KiwiSaver Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,18%

Value of Plan

$113271112,7

Annual Fee

1.00%

Return since Plan Started

5,09%

Date Plan Started

3/27/2020

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

0.07%

return, since plan started

Positive Impact Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,68%

Value of Plan

$109052027,8

Annual Fee

1.00%

Return since Plan Started

0,07%

Date Plan Started

7/25/2019

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

6.49%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,82%

Value of Plan

$232383178,8

Annual Fee

1.00%

Return since Plan Started

6,49%

Date Plan Started

10/1/2007

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

6.55%

return, since plan started

Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,82%

Value of Plan

$2,829,603,829

Annual Fee

1.00%

Return since Plan Started

6,55%

Date Plan Started

10/1/2007

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

11.00%

return, since plan started

Sustainable International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,09%

Value of Plan

$24846919,46

Annual Fee

1,02%

Return since Plan Started

11.00%

Date Plan Started

8/25/2008

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

2.13%

return, since plan started

Asb Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,98%

Value of Plan

$25501792,02

Annual Fee

1,02%

Return since Plan Started

2,13%

Date Plan Started

7/28/2016

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

9.88%

return, since plan started

Australasian Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,05%

Value of Plan

$41122678,83

Annual Fee

1,03%

Return since Plan Started

9,88%

Date Plan Started

10/1/2007

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

4.52%

return, since plan started

International Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-25,39%

Value of Plan

$7877666,97

Annual Fee

1,04%

Return since Plan Started

4,52%

Date Plan Started

10/1/2007

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

7.67%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,2%

Value of Plan

$520051541,1

Annual Fee

1,04%

Return since Plan Started

7,67%

Date Plan Started

10/1/2007

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

5.97%

return, since plan started

Balanced

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,45%

Value of Plan

$2,012,556,535

Annual Fee

1,04%

Return since Plan Started

5,97%

Date Plan Started

10/1/2007

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

7.15%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,46%

Value of Plan

$1,023,584,490

Annual Fee

1,04%

Return since Plan Started

7,15%

Date Plan Started

10/1/2007

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

10.12%

return, since plan started

Milford KiwiSaver Active Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,15%

Value of Plan

$3,322,113,763

Annual Fee

1,05%

Return since Plan Started

10,12%

Date Plan Started

4/1/2010

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

7.6%

return, since plan started

Australasian Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-22,76%

Value of Plan

$24627319,15

Annual Fee

1,05%

Return since Plan Started

7,6%

Date Plan Started

10/1/2007

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

7.57%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,21%

Value of Plan

$219878618,1

Annual Fee

1,05%

Return since Plan Started

7,57%

Date Plan Started

10/1/2007

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

7.63%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,2%

Value of Plan

$4,033,886,325

Annual Fee

1,05%

Return since Plan Started

7,63%

Date Plan Started

10/1/2007

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

10.18%

return, since plan started

International Share Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,1%

Value of Plan

$65813127,89

Annual Fee

1,05%

Return since Plan Started

10,18%

Date Plan Started

10/1/2007

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

3.81%

return, since plan started

Asb Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,92%

Value of Plan

$33041177,79

Annual Fee

1,06%

Return since Plan Started

3,81%

Date Plan Started

7/28/2016

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

1.59%

return, since plan started

Anz Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,3%

Value of Plan

$21855191,07

Annual Fee

1,06%

Return since Plan Started

1,59%

Date Plan Started

7/28/2016

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

6.74%

return, since plan started

Glidepath Age 40

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,07%

Value of Plan

$8079478,8

Annual Fee

1,07%

Return since Plan Started

6,74%

Date Plan Started

7/1/2014

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

3.42%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,1%

Value of Plan

$216351923,5

Annual Fee

1,08%

Return since Plan Started

3,42%

Date Plan Started

10/1/2007

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

5.23%

return, since plan started

Lifestages High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16,56%

Value of Plan

$271079080,8

Annual Fee

1,08%

Return since Plan Started

5,23%

Date Plan Started

10/14/2015

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

8.11%

return, since plan started

Milford KiwiSaver Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,52%

Value of Plan

$996242975,4

Annual Fee

1,09%

Return since Plan Started

8,11%

Date Plan Started

4/1/2010

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

NZ FUNDS KIWISAVER SCHEME

2.58%

return, since plan started

Income Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

8,77%

Value of Plan

$89549815,21

Annual Fee

1,1%

Return since Plan Started

2,58%

Date Plan Started

11/1/2010

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

2.08%

return, since plan started

Nikko Am Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-8,29%

Value of Plan

$32404237,57

Annual Fee

1,12%

Return since Plan Started

2,08%

Date Plan Started

7/28/2016

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

3.35%

return, since plan started

Macquarie Income Generator Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,18%

Value of Plan

$3454931,44

Annual Fee

1,12%

Return since Plan Started

3,35%

Date Plan Started

7/28/2016

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

8.49%

return, since plan started

Growth

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,58%

Value of Plan

$2,134,935,208

Annual Fee

1,12%

Return since Plan Started

8,49%

Date Plan Started

10/1/2007

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

5.07%

return, since plan started

Asb Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,45%

Value of Plan

$35622584,44

Annual Fee

1,12%

Return since Plan Started

5,07%

Date Plan Started

7/28/2016

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

2.05%

return, since plan started

Asset Class Conservative Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,51%

Value of Plan

$22100740,81

Annual Fee

1,12%

Return since Plan Started

2,05%

Date Plan Started

7/1/2014

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

1.65%

return, since plan started

Socially Responsible Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,78%

Value of Plan

$45189197,55

Annual Fee

1,12%

Return since Plan Started

1,65%

Date Plan Started

3/24/2020

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

7.64%

return, since plan started

Glidepath Age 25

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,46%

Value of Plan

$800812,96

Annual Fee

1,13%

Return since Plan Started

7,64%

Date Plan Started

7/1/2014

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

8.71%

return, since plan started

Equity Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-18,46%

Value of Plan

$229218939,7

Annual Fee

1,13%

Return since Plan Started

8,71%

Date Plan Started

10/1/2007

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

1.45%

return, since plan started

Anz Property Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-24,37%

Value of Plan

$6864336,83

Annual Fee

1,15%

Return since Plan Started

1,45%

Date Plan Started

7/28/2016

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

3.31%

return, since plan started

Glidepath Age 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,3%

Value of Plan

$6034958,82

Annual Fee

1,15%

Return since Plan Started

3,31%

Date Plan Started

10/31/2017

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

6.3%

return, since plan started

Anz Balanced Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,58%

Value of Plan

$297,013,224

Annual Fee

1,16%

Return since Plan Started

6,3%

Date Plan Started

10/1/2007

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

3.89%

return, since plan started

Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-10,96%

Value of Plan

$676316839,6

Annual Fee

1,19%

Return since Plan Started

3,89%

Date Plan Started

10/1/2007

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

3.98%

return, since plan started

Moderate Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-5,87%

Value of Plan

$479,979,045

Annual Fee

1,2%

Return since Plan Started

3,98%

Date Plan Started

4/16/2013

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

1.64%

return, since plan started

Asset Class Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,55%

Value of Plan

$25038477,19

Annual Fee

1,2%

Return since Plan Started

1,64%

Date Plan Started

9/29/2017

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

4.26%

return, since plan started

Stepping Stones 61 64

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-6,46%

Value of Plan

$13,217,829

Annual Fee

1,21%

Return since Plan Started

4,26%

Date Plan Started

4/16/2013

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

7.66%

return, since plan started

Milford KiwiSaver Aggressive Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,4%

Value of Plan

$839759255,8

Annual Fee

1,21%

Return since Plan Started

7,66%

Date Plan Started

8/1/2019

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

5.15%

return, since plan started

Mercer Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,6%

Value of Plan

$53338120,28

Annual Fee

1,22%

Return since Plan Started

5,15%

Date Plan Started

10/1/2007

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

4.53%

return, since plan started

Stepping Stones 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,15%

Value of Plan

$24,204,586

Annual Fee

1,23%

Return since Plan Started

4,53%

Date Plan Started

4/16/2013

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

5.83%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,86%

Value of Plan

$506154444,1

Annual Fee

1,23%

Return since Plan Started

5,83%

Date Plan Started

4/28/2010

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

5.62%

return, since plan started

Balanced Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,52%

Value of Plan

$992036122,9

Annual Fee

1,24%

Return since Plan Started

5,62%

Date Plan Started

6/12/2009

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

4.91%

return, since plan started

Asset Class Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,72%

Value of Plan

$98088166,56

Annual Fee

1,26%

Return since Plan Started

4,91%

Date Plan Started

7/1/2014

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

4.35%

return, since plan started

Stepping Stones Growth 56 60

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,08%

Value of Plan

$19,233,581

Annual Fee

1,27%

Return since Plan Started

4,35%

Date Plan Started

9/6/2016

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

5.18%

return, since plan started

Stepping Stones 46 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,08%

Value of Plan

$48,915,235

Annual Fee

1,27%

Return since Plan Started

5,18%

Date Plan Started

4/16/2013

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

5.48%

return, since plan started

Socially Responsible Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,85%

Value of Plan

$259001202,8

Annual Fee

1,27%

Return since Plan Started

5,48%

Date Plan Started

7/1/2014

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

5.33%

return, since plan started

Anz Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-13,76%

Value of Plan

$61069048,87

Annual Fee

1,28%

Return since Plan Started

5,33%

Date Plan Started

7/28/2016

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

3.87%

return, since plan started

High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,38%

Value of Plan

$578426828,1

Annual Fee

1,29%

Return since Plan Started

3,87%

Date Plan Started

10/1/2007

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

4.18%

return, since plan started

Shielded Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,47%

Value of Plan

$8162723,69

Annual Fee

1,31%

Return since Plan Started

4,18%

Date Plan Started

5/31/2018

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

5.53%

return, since plan started

Nikko Am Balanced Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,28%

Value of Plan

$81092784,5

Annual Fee

1,32%

Return since Plan Started

5,53%

Date Plan Started

10/1/2007

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

6.05%

return, since plan started

Stepping Stones 36 45

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,53%

Value of Plan

$37,919,262

Annual Fee

1,32%

Return since Plan Started

6,05%

Date Plan Started

4/16/2013

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

5.32%

return, since plan started

Stepping Stones Growth 51 55

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,53%

Value of Plan

$19,899,810

Annual Fee

1,32%

Return since Plan Started

5,32%

Date Plan Started

9/6/2016

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

NZ FUNDS KIWISAVER SCHEME

4.36%

return, since plan started

Inflation Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,16%

Value of Plan

$124266072,4

Annual Fee

1,33%

Return since Plan Started

4,36%

Date Plan Started

11/1/2010

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

6.88%

return, since plan started

Socially Responsible High Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-16,2%

Value of Plan

$360551928,6

Annual Fee

1,33%

Return since Plan Started

6,88%

Date Plan Started

5/21/2010

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

4.31%

return, since plan started

Nikko Am Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-17,82%

Value of Plan

$38826000,53

Annual Fee

1,34%

Return since Plan Started

4,31%

Date Plan Started

7/28/2016

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

5.83%

return, since plan started

Stepping Stones Growth 0 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,86%

Value of Plan

$62,290,665

Annual Fee

1,34%

Return since Plan Started

5,83%

Date Plan Started

9/6/2016

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

6.68%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-12,54%

Value of Plan

$1,104,768,299

Annual Fee

1,34%

Return since Plan Started

6,68%

Date Plan Started

4/16/2013

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

NZ FUNDS KIWISAVER SCHEME

4.75%

return, since plan started

Life Cycle Age 75

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-1,68%

Value of Plan

$1307483,8

Annual Fee

1,34%

Return since Plan Started

4,75%

Date Plan Started

11/1/2010

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

6.86%

return, since plan started

Stepping Stones 0 35

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,25%

Value of Plan

$39,135,402

Annual Fee

1,37%

Return since Plan Started

6,86%

Date Plan Started

4/16/2013

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

NZ FUNDS KIWISAVER SCHEME

5.11%

return, since plan started

Life Cycle Age 65

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-3,29%

Value of Plan

$8571320,26

Annual Fee

1,38%

Return since Plan Started

5,11%

Date Plan Started

11/1/2010

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

4.68%

return, since plan started

Glidepath Age 50

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-14,39%

Value of Plan

$5609621,69

Annual Fee

1,38%

Return since Plan Started

4,68%

Date Plan Started

10/31/2017

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

7.06%

return, since plan started

Focused Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,69%

Value of Plan

$1,676,927,800

Annual Fee

1,39%

Return since Plan Started

7,06%

Date Plan Started

4/16/2013

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

3.3%

return, since plan started

Castle Point 5 Oceans Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-4,6%

Value of Plan

$1,344,886

Annual Fee

1,43%

Return since Plan Started

3,3%

Date Plan Started

7/15/2020

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

5.1%

return, since plan started

Glidepath Age 30

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,4%

Value of Plan

$2203537,29

Annual Fee

1,45%

Return since Plan Started

5,1%

Date Plan Started

10/31/2017

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

7.73%

return, since plan started

Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-15,4%

Value of Plan

$2,909,707,837

Annual Fee

1,45%

Return since Plan Started

7,73%

Date Plan Started

10/2/2007

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

7.91%

return, since plan started

Geared Growth Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-20,05%

Value of Plan

$285608485,3

Annual Fee

1,51%

Return since Plan Started

7,91%

Date Plan Started

7/15/2009

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

NZ FUNDS KIWISAVER SCHEME

6.68%

return, since plan started

Life Cycle Age 0 54

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-9,71%

Value of Plan

$347577501,3

Annual Fee

1,57%

Return since Plan Started

6,68%

Date Plan Started

11/1/2010

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

NZ FUNDS KIWISAVER SCHEME

7.12%

return, since plan started

Growth Strategy

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-11,53%

Value of Plan

$462269956,8

Annual Fee

1,62%

Return since Plan Started

7,12%

Date Plan Started

11/1/2010

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

1.4%

return, since plan started

Macquarie Global Multi Asset Fund

Retirement balance of:

at 65 years of age.

Retirement Balance

Past Year Return after Fees & Tax

-7,46%

Value of Plan

$8794337,9

Annual Fee

1,73%

Return since Plan Started

1,4%

Date Plan Started

7/28/2016

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

+
Robyn Campbell , 2024-03-11

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Zoe Pascoe , 2024-02-26

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Peter Allport , 2024-02-23

I'm so happy I asked Glimp for help, to find a service provider that suits our family's budget, without losing quality and unlimited data on both our mobile phones and broadband. Mele Falahola is a Comparison Specialist from Glimp and she was amazing from the beginning. Mele located the right service provider for our needs that will save us money!, fulfil our usage and more! compared to what we were using. My wife and I even asked for a comparison on our electricity bill. Mele responded immediately once she saw our monthly bills and compared it to another provider that not only do not required a contract to stick too (like the mobile and broadband provider Mele recommended) but their price per kWh was so much better! Which is why we changed that also. Thank you Mele and Glimp for your help. We can now look forward to our Christmas holiday in the Cook Islands from what we can now save. :-)

Jovanah Nehemia , 2024-03-04

Amazing service! Thanks so much Jordan for assisting me today. Was very helpful