Core Growth Funds
Our Core Growth funds offer KiwiSaver investors robust, long-term growth opportunities by investing in global stock markets, from stable, developed regions to higher risk emerging markets. Each fund has been strategically chosen to diversify and enhance your investment portfolio.
NZ Equities
3 years returns
-1.79%
Fees
0.63%
Invests in the NZ stock market. Providing investors access to a broad range of successful local companies. It aims to replicate the performance of the NZ share market, offering a direct investment into the growth of New Zealand's economy.
US Equities
3 years returns
10.84%
Fees
0.63%
Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. This should always be the majority share of your growth portfolio with the US market making up over 60% of the global equity markets.
Emerging Markets
3 years returns
3.75%
Fees
0.63%
Invests in stock markets across Eastern Europe, Middle East, South America, Africa and Asia. Provides investors potential for long-term capital growth through exposure to some of the worlds fastest-growing economies.
Rest of World
3 years returns
5.84%
Fees
0.63%
Invests in stock markets across Europe, Australasia, and Asia. Providing investors access to a broad spectrum of international equities, facilitating exposure to dynamic economies and diverse market sectors.
NZ Equities
3 years returns
-1.79%
Fees
0.63%
Invests in the NZ stock market. Providing investors access to a broad range of successful local companies. It aims to replicate the performance of the NZ share market, offering a direct investment into the growth of New Zealand's economy.
US Equities
3 years returns
10.84%
Fees
0.63%
Invests in the US stock market. Providing investors access to a variety of well-known global brands and medium to large-cap US businesses. It aims to leverage the dynamic and robust nature of the US economy. This should always be the majority share of your growth portfolio with the US market making up over 60% of the global equity markets.
Emerging Markets
3 years returns
3.75%
Fees
0.63%
Invests in stock markets across Eastern Europe, Middle East, South America, Africa and Asia. Provides investors potential for long-term capital growth through exposure to some of the worlds fastest-growing economies.
Rest of World
3 years returns
5.84%
Fees
0.63%
Invests in stock markets across Europe, Australasia, and Asia. Providing investors access to a broad spectrum of international equities, facilitating exposure to dynamic economies and diverse market sectors.
Specialty Growth Funds
Our Specialty Growth Funds offer KiwiSaver investors targeted opportunities in sectors with high growth potential. Due to the inherent higher risk of these funds, investors are restricted to allocating no more than 10% of their total portfolio to each fund, ensuring a balanced approach to risk and reward.
NZ Property
2 years returns
0.31%
Fees
1.10%
Invests in the New Zealand property market. Providing investors access to the property sector by investing in New Zealand listed Real Estate Investment Trusts and retirement villages which target a diverse array of commercial and retirement real estate investments.
Clean Energy
2 years returns
-23.64%
Fees
1.10%
Invests in companies dedicated to producing or providing clean energy. Providing investors the chance to align their investments with their environmental values. It focuses on leading companies pioneering green technologies.
Carbon Neutral Cryptocurrency
2 years returns
79.03%
Fees
1.10%
Invests exclusively in Bitcoin. Providing investors with exclusive access to this high-risk, high reward digital asset. It offers a unique opportunity for growth, though it comes with increased risk and is not recommended for all investors
NZ Property
2 years returns
0.31%
Fees
1.10%
Invests in the New Zealand property market. Providing investors access to the property sector by investing in New Zealand listed Real Estate Investment Trusts and retirement villages which target a diverse array of commercial and retirement real estate investments.
Clean Energy
2 years returns
-23.64%
Fees
1.10%
Invests in companies dedicated to producing or providing clean energy. Providing investors the chance to align their investments with their environmental values. It focuses on leading companies pioneering green technologies.
Carbon Neutral Cryptocurrency
2 years returns
79.03%
Fees
1.10%
Invests exclusively in Bitcoin. Providing investors with exclusive access to this high-risk, high reward digital asset. It offers a unique opportunity for growth, though it comes with increased risk and is not recommended for all investors
Core Income Funds
Our Income Funds offer KiwiSaver investors secure options aimed at regular income generation. These funds prioritise consistent returns with a lower risk profile. While generally yielding lower returns, they focus on financial stability and safety, reducing portfolio volatility.
Cash
3 years returns
3.77%
Fees
0.63%
Invests in short-term bank deposits and short dated fixed interest securities. Providing investors a more conservative, low-risk approach to their KiwiSaver portfolio, specifically aimed at ensuring financial stability and safety.
Fixed Interest
3 years returns
2.67%
Fees
0.63%
Invests in the New Zealand fixed income market. Providing investors with access to investment-grade bonds and debt securities. It aims to replicate the performance of the New Zealand Investment Grade Fixed Income market, offer stability and regular income.
Cash
3 years returns
3.77%
Fees
0.63%
Invests in short-term bank deposits and short dated fixed interest securities. Providing investors a more conservative, low-risk approach to their KiwiSaver portfolio, specifically aimed at ensuring financial stability and safety.
Fixed Interest
3 years returns
2.67%
Fees
0.63%
Invests in the New Zealand fixed income market. Providing investors with access to investment-grade bonds and debt securities. It aims to replicate the performance of the New Zealand Investment Grade Fixed Income market, offer stability and regular income.
| Core Growth Funds | 1M | 3M | 6M | 1Y | 2Y | 3Y | since inception |
|---|---|---|---|---|---|---|---|
|
NZ Equities
|
1.23% | -0.10% | 3.31% | 13.19% | 3.51% | -1.79% | 2.66% |
|
US Equities
|
3.57% | 4.22% | 14.89% | 43.10% | 26.86% | 10.84% | 14.22% |
|
Emerging Markets
|
3.47% | 4.99% | 10.37% | 17.51% | 12.74% | 3.75% | 5.64% |
|
Rest of World
|
-0.91% | -1.97% | 3.33% | 22.23% | 18.04% | 5.84% | 6.60% |
| Specialty Growth Funds | 1M | 3M | 6M | 1Y | 2Y | 3Y | since inception |
|---|---|---|---|---|---|---|---|
|
NZ Property
|
4.02% | 5.99% | 11.51% | 12.23% | 0.31% | N/A | -3.67% |
|
Clean Energy
|
-1.35% | -9.29% | 2.40% | -3.04% | -23.64% | N/A | -13.02% |
|
Carbon Neutral Cryptocurrency
|
17.28% | 6.51% | 16.34% | 92.40% | 79.03% | N/A | 44.35% |
| Core Income Funds | 1M | 3M | 6M | 1Y | 2Y | 3Y | since inception |
|---|---|---|---|---|---|---|---|
|
Cash
|
0.38% | 1.21% | 2.49% | 4.98% | 4.84% | 3.77% | 2.33% |
|
Fixed Interest
|
-0.62% | 1.19% | 5.81% | 10.50% | 6.40% | 2.67% | 1.09% |
Fund returns as at Oct 31, 2024 and are calculated after fees, before tax and annualised. Past performance is not an indicator of future performance.