Investment Returns

With over 200 investments across our Funds made up of local and global assets, our Funds are diversified and working hard for your investment goals, we aim to deliver the best returns we can, without compromising our ethical investment stance.

Returns are calculated and allocated to member accounts quarterly.

The investment returns (before fees and tax) to 30 September 2020 were:

Fund 3 months 1 Year (p.a.) 3 years (p.a.) 5 years (p.a.) 10 years (p.a.)
Growth Fund 3.2% 5.1% 9.2% 9.6% 8.7%
Balanced Fund 2.6% 4.7% 7.4% 7.9% 7.5%
Income Fund 1.2% 3.7% 4.0% 4.2% 4.5%
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.

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