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. We also consider environmental, social and governance (ESG) factors when we invest.

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 8.80% returns before fees and tax over the five years to 30 June 2020.

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

Not ready to join? Discover more about the Christian KiwiSaver Scheme

By subscribing, you agree to our Privacy Policy and us contacting you.