Investment Returns | Christian Kiwisaver Scheme

Investment returns

We aim to deliver the best returns we can without compromising our ethical investment stance.

Returns are calculated and allocated to member accounts quarterly.

Investment returns

The investment returns (before fees and tax) to 30 September 2018 were:

Returns to members

The following graphs show the value as at 30 September 2018 of a lump sum investment of $10,000 made five years prior, in each investment fund, by a member on the top PIR (investment income tax rate) of 28%.

Growth Fund
Balanced Fund
Income Fund
Notes
  • KiwiSaver is a long-term investment and you should keep this in mind, particularly when looking at performance over the short term.
  • Past performance is not a guarantee or indication of future performance. Returns can vary when measured over different periods.