Christian KiwiSaver Scheme
Growth Fund
Investment objective
Aims to achieve medium to high returns over a long term
investment horizon while accepting there could be fluctuation in returns short term.
Designed for
The Growth Fund is designed for investors with a long-term investment horizon or who are less risk-averse and are prepared for the fluctuations in returns over the short to medium term that accompany a high exposure to growth assets such as property and equities.
What it invests in?
This Fund invests mainly in equities and other growth orientated assets, with small exposures to fixed interest and cash. Its benchmark asset mix is 75% growth assets and 25% income assets.
Target Investment Mix
The information on this website shows the target asset allocations for each Fund. The actual allocations may vary from time to time, depending on factors like market movements and changes to underlying asset values. Our objectives may also change from time to time. More information is contained in the Product Disclosure Statement.
Risk level
The value could move up or down significantly and is likely to fluctuate more than the other Funds.
CHRISTIAN VALUES
Christian KiwiSaver Scheme is run by Christians for Christians. Our Scheme is built on universally accepted Christian values.
ETHICAL INVESTING
All our Funds are invested under our Ethical Investment Policy, a policy that is continually evolving as our world changes.
ACTIVE INVESTMENT
We’re committed to active fund management, aiming to provide above-average returns, and generating long-term wealth.
AVERAGE FIVE YEAR RETURN
This Fund has averaged 7.3% returns (before fees and tax) for the five years (p.a.) ending 31 December 2022 (rounded to one decimal place).
Interested in our other Funds?
Income Fund
This Fund might suit you if you have a short timeframe in which to invest, or if you aren’t all that comfortable with investing in growth assets.
Balanced Fund
This Fund might suit you if you have a medium or longer timeframe to invest and an appetite for a medium degree of risk.
Did you know?
You can invest your savings in any one Fund or a combination of all or any two of the three Funds. The Balanced Fund is the default Fund. If you were auto-enrolled or joined through an opt-in and you do not select a Fund then your savings will be invested in the Balanced Fund.
Are you already a member?
If you are already a member you can change your Fund selection at any time. You will need to send us a completed change of investment choice form either by email or post.
You can join the Scheme in a few steps
