Investment

We aim to deliver the best returns we can, without compromising our ethical investment stance.

Performance

Returns are calculated and allocated to member accounts quarterly.

Investment returns

The investment returns (before fees and tax) to 30 June 2017 were:

3 months 12 months (p.a.) 3 years (p.a.) 5 years (p.a.)
Income Fund 1.1% 3.5% 5.0% 4.9%
Balanced Fund 0.9% 9.1% 8.4% 9.0%
Growth Fund 0.9% 12.4% 10.3% 10.9%

These returns differ from those allocated to members’ accounts, as the rates declared to members are after fees and tax.

Returns to members

Returns are calculated and allocated to member accounts quarterly.

The following graphs show the value as at 30 June 2017 of a lump sum investment of $10,000 made five years prior, in each investment fund, by a member on the top PIR tax rate.

Income Fund

 

 

Balanced Fund

 

Growth Fund

 

 

Notes

  • KiwiSaver is a long-term investment and you should keep this in mind, particularly when looking at performance over the short term.
  • Past performance is not a guarantee or indication of future performance. Returns can vary when measured over different periods.