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 31 December 2023 were:
| Fund | 3 months | 1 Year (p.a.) | 3 years (p.a.) | 5 years (p.a.) | 10 years (p.a.) |
| Growth Fund | 5.4% | 13.5% | 7.7% | 9.6% | 8.5% |
| Balanced Fund | 4.9% | 11.3% | 5.2% | 7.1% | 6.8% |
| Income Fund | 3.7% | 6.1% | 0.4% | 2.0% | 2.9% |
* rounded to one decimal place.
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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