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KiwiSaver Funds
High Growth Fund
This fund invests mostly in growth assets.
Growth Fund
This fund invests mostly in growth assets, with a limited exposure to income assets.
Balanced Fund
This fund is invested in a mix of growth and income assets.
Default Fund
Conservative Fund
This fund is mostly invested in income assets, with a limited exposure to growth assets.
Defensive Fund
This fund is mostly invested in income assets, with very limited exposure to growth assets.
Investment Funds
Our Investment Funds
Diversified and Thematic Funds
This fund invests in a mix of growth and income assets.
Homes and Income Fund
Single Sector Funds
NZ Share Fund
This fund invests in shares listed on the New Zealand Stock Exchange.
NZ Bond Fund
This fund invests in New Zealand government and investment grade bonds issued in New Zealand dollars.
NZ Cash Fund
This fund invests in a portfolio of cash, short term bonds and other debt securities.
Hedged Global Share Fund
This fund invests in listed company shares in developed markets and is designed to be part of a diversified investment portfolio.
Unhedged Global Share Fund
Hedged Global Bond Fund
This fund invests in investment grade bonds in developed markets and is designed to be part of a diversified investment portfolio.
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05/06/2024
While seemingly small, fees can significantly reduce your long-term savings. We explore the impact of fees when it comes to investing.
Published 28/06/2021
Is housing a human right? Sam Stubbs thinks it is. If we want shorter hospital waiting lists, fewer mental health issues, healthier and better educated kids, and a dignified retirement for all New Zealanders, all New Zealanders should all have an...
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Published 14/06/2021
According to Sam Stubbs, the worst decision ever by a New Zealand politician was made on 15 December 1975. This was the day Robert Muldoon cancelled the fledgling New Zealand Superannuation Scheme. Had it continued, New Zealand would now be...
Published 24/05/2021
After observing the cryptocurrency market, without ever investing a dollar in it, Sam Stubbs has come to the conclusion that it’s a great place to gamble, but a terrible place to invest. In this article, he explains why.
Published 11/05/2021
In New Zealand, there are more than $300 billion of residential mortgages, with more than $10b of first-home lending every year. For a lending market this big, it seems strange that nearly all home lending is on one or two-year...
Published 28/04/2021
The Covid-19 pandemic has ushered in a new tolerance for governments thinking big. Out of sheer necessity, they have stepped in to prevent global economic meltdown and they will need to do the same for the next crisis - climate change.
Published 20/04/2021
This week, we reached an important milestone. Over 60,000 Kiwis are choosing to invest their money with us!
Published 12/03/2021
A recent meeting of New Zealand's top economists and bankers had them very concerned, again, about house prices and rising interest rates. But for Sam Stubbs it’s confirmed, once again, that owning your own home is going to be a...
Published 24/02/2021
“Experts” are picking that global share markets are too high, and have to fall. However, as Sam Stubbs points out, the reality is, no one can reliably pick where markets will be in a month, a year or a decade....
Published 09/02/2021
After the horrors of World War One and the Spanish Flu, the world had a burst of economic and creative activity known as the roaring 20’s. Post-Covid, will the 2020’s see another global economic boom?
Published 02/02/2021
A floating rate mortgage gives you the flexibility to repay principal at any time. But Sam Stubbs asks, is it worth it?
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