KiwiSaver Scheme Performance
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
2.66% |
1.66% |
11.89% |
13.59% |
||
Growth Fund |
2.29% |
1.81% |
10.70% |
11.99% |
12.45% |
8.56% |
Balanced Fund |
1.92% |
1.76% |
9.05% |
9.87% |
9.77% |
5.97% |
Default Fund |
1.91% |
1.65% |
9.22% |
9.92% |
9.82% |
|
Conservative Fund |
1.08% |
2.07% |
6.79% |
6.68% |
5.60% |
1.92% |
Defensive Fund |
0.34% |
2.04% |
6.70% |
5.54% |
These returns are to 30-06-2025 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.