| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| KiwiSaver High Growth Fund | 4.40% |
12.06% |
25.83% |
|||
| KiwiSaver Growth Fund | 3.78% |
10.71% |
22.09% |
15.18% |
6.35% |
8.17% |
| KiwiSaver Balanced Fund | 3.09% |
9.22% |
18.01% |
12.23% |
4.54% |
6.00% |
| KiwiSaver Default Fund | 3.14% |
9.41% |
18.30% |
12.36% |
||
| KiwiSaver Conservative Fund | 1.74% |
6.35% |
11.09% |
7.27% |
1.52% |
2.28% |
| KiwiSaver Defensive Fund | 0.41% |
5.12% |
7.62% |
These returns are to 30-11-2024 and are before tax and after fund management fees. Yearly returns are per annum. Effective from 26 September 2024 the Defensive Fund’s benchmark asset allocation changed to replace the allocation to global and NZ bonds with an increased allocation to cash and cash equivalent assets – performance periods prior to that date reflect the earlier benchmark asset allocation. Past performance is not necessarily an indicator of future performance and return periods may differ.