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KiwiSaver second quarter returns


01/05/2017

Hot off the press are our KiwiSaver fund returns for the last three months, before tax, and after fees:

Growth Fund.              4.61%
Balanced Fund.           3.38%
Conservative Fund.     1.75%

It's been a very good three months, and we're delighted with the performance. Detailed fund reports will be available online in a couple of weeks.

Had our new Investment Funds been open for the past three months, their returns would have been the same. You can access your money at any time too. 

Check out out Investment Funds here

More good news

As you know, none of our funds invest in the shares of companies that make nuclear weapons, tobacco, cluster munitions and land mines. We've extended this to exclude all fixed interest and bonds issued by these companies. It's the right thing to do.

To make this happen, we've switched all investments in offshore company bonds to overseas government bonds and NZ corporate bonds, all of which are investment grade. We think these changes might also improve long term fund returns %)

It's simple.  
Money = Choices = Dignity %)

Cheers
Sam and the team

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