Compare KiwiSaver Funds in New Zealand
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0.26%
return, since fund started
Milford Kiwisaver Cash Fund
at 65 years of age
 Retirement Balance |
|
 Total Annual Fees Paid |
0.20% |
| Value of Fund |
$18,642,716 |
 Past 1 Year Fund |
0.26% |
4.41%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.27% |
| Value of Fund |
$133,753,493 |
| Past 1 Year Fund |
7.18% |
1.81%
return, since fund started
Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.27% |
| Value of Fund |
$760,035,850 |
| Past 1 Year Fund |
0.62% |
1.80%
return, since fund started
Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.28% |
| Value of Fund |
$18,486,576 |
| Past 1 Year Fund |
0.62% |
9.76%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.29% |
| Value of Fund |
$1,219,817,915 |
| Past 1 Year Fund |
27.41% |
7.32%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.29% |
| Value of Fund |
$318,518,218 |
| Past 1 Year Fund |
19.40% |
1.73%
return, since fund started
Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.29% |
| Value of Fund |
$63,007,367 |
| Past 1 Year Fund |
0.62% |
1.69%
return, since fund started
Bnz Kiwisaver Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.30% |
| Value of Fund |
$235,806,344 |
| Past 1 Year Fund |
0.42% |
1.73%
return, since fund started
Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.35% |
| Value of Fund |
$498,130,015 |
| Past 1 Year Fund |
0.61% |
1.64%
return, since fund started
Nz Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.35% |
| Value of Fund |
$665,348,358 |
| Past 1 Year Fund |
0.24% |
1.70%
return, since fund started
Mercer Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.36% |
| Value of Fund |
$27,674,204 |
| Past 1 Year Fund |
0.19% |
4.31%
return, since fund started
Default Saver Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.38% |
| Value of Fund |
$120,157,370 |
| Past 1 Year Fund |
6.58% |
3.81%
return, since fund started
Amp Default Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.39% |
| Value of Fund |
$1,338,463,253 |
| Past 1 Year Fund |
6.87% |
4.21%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.40% |
| Value of Fund |
$4,118,158,662 |
| Past 1 Year Fund |
6.51% |
11.18%
return, since fund started
Juno Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.43% |
| Value of Fund |
$48,859,071 |
| Past 1 Year Fund |
26.34% |
4.63%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.46% |
| Value of Fund |
$1,213,446,716 |
| Past 1 Year Fund |
7.28% |
4.28%
return, since fund started
Default Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.47% |
| Value of Fund |
$349,216,218 |
| Past 1 Year Fund |
7.94% |
19.30%
return, since fund started
Juno Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.47% |
| Value of Fund |
$347,287,501 |
| Past 1 Year Fund |
44.65% |
-0.21%
return, since fund started
Uk Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.49% |
| Value of Fund |
$523,640 |
| Past 1 Year Fund |
-4.11% |
5.01%
return, since fund started
Juno Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.49% |
| Value of Fund |
$15,545,831 |
| Past 1 Year Fund |
10.87% |
3.09%
return, since fund started
Bnz Kiwisaver First Home Buyer Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.50% |
| Value of Fund |
$219,017,662 |
| Past 1 Year Fund |
4.25% |
3.96%
return, since fund started
Bnz Kiwisaver Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.51% |
| Value of Fund |
$914,453,470 |
| Past 1 Year Fund |
5.49% |
2.02%
return, since fund started
Cash
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.52% |
| Value of Fund |
$299,705,708 |
| Past 1 Year Fund |
0.79% |
2.09%
return, since fund started
Nz Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.52% |
| Value of Fund |
$83,307,381 |
| Past 1 Year Fund |
0.72% |
4.50%
return, since fund started
Cash Enhanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.54% |
| Value of Fund |
$722,324,024 |
| Past 1 Year Fund |
8.49% |
3.58%
return, since fund started
Overseas Non Government Bonds Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.54% |
| Value of Fund |
$17,164,489 |
| Past 1 Year Fund |
4.92% |
3.98%
return, since fund started
Nz Bonds Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.54% |
| Value of Fund |
$36,049,677 |
| Past 1 Year Fund |
2.70% |
11.20%
return, since fund started
Us 500 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.54% |
| Value of Fund |
$17,848,630 |
| Past 1 Year Fund |
29.33% |
3.59%
return, since fund started
Superlife Age Steps Age 80
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.56% |
| Value of Fund |
$6,312 |
| Past 1 Year Fund |
5.62% |
3.51%
return, since fund started
Superlife Income Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.56% |
| Value of Fund |
$149,652,724 |
| Past 1 Year Fund |
3.29% |
4.44%
return, since fund started
Mercer Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.57% |
| Value of Fund |
$1,186,349,065 |
| Past 1 Year Fund |
6.78% |
9.08%
return, since fund started
Us Small Cap Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.57% |
| Value of Fund |
$2,846,248 |
| Past 1 Year Fund |
55.24% |
8.57%
return, since fund started
Us Mid Cap Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.57% |
| Value of Fund |
$1,645,221 |
| Past 1 Year Fund |
39.76% |
13.84%
return, since fund started
Us Large Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.57% |
| Value of Fund |
$22,364,198 |
| Past 1 Year Fund |
35.14% |
8.78%
return, since fund started
Us Large Value Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.57% |
| Value of Fund |
$3,640,108 |
| Past 1 Year Fund |
25.76% |
4.96%
return, since fund started
Superlife Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.57% |
| Value of Fund |
$25,092,252 |
| Past 1 Year Fund |
12.76% |
8.92%
return, since fund started
Overseas Shares (Currency Hedged) Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.58% |
| Value of Fund |
$19,589,712 |
| Past 1 Year Fund |
42.87% |
8.13%
return, since fund started
Total World Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.58% |
| Value of Fund |
$6,477,599 |
| Past 1 Year Fund |
31.50% |
8.91%
return, since fund started
Overseas Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.58% |
| Value of Fund |
$24,372,528 |
| Past 1 Year Fund |
30.42% |
8.76%
return, since fund started
Global Property Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.58% |
| Value of Fund |
$16,124,846 |
| Past 1 Year Fund |
31.32% |
5.38%
return, since fund started
Superlife Age Steps Age 70
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.58% |
| Value of Fund |
$3,444,815 |
| Past 1 Year Fund |
15.68% |
11.63%
return, since fund started
Australian Mid Cap Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$27,259,893 |
| Past 1 Year Fund |
67.55% |
13.45%
return, since fund started
Australian Resources Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$7,164,846 |
| Past 1 Year Fund |
59.75% |
2.91%
return, since fund started
Australian Financials Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$2,272,108 |
| Past 1 Year Fund |
52.24% |
3.51%
return, since fund started
Overseas Bonds Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$9,016,425 |
| Past 1 Year Fund |
3.94% |
4.19%
return, since fund started
Australian Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$18,102,355 |
| Past 1 Year Fund |
46.56% |
5.94%
return, since fund started
Australian Property Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$1,382,872 |
| Past 1 Year Fund |
44.06% |
5.81%
return, since fund started
Australian Top 20 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$2,855,405 |
| Past 1 Year Fund |
41.35% |
1.00%
return, since fund started
Australian Dividend Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$1,093,392 |
| Past 1 Year Fund |
38.40% |
14.96%
return, since fund started
Nz Mid Cap Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$6,117,236 |
| Past 1 Year Fund |
40.00% |
13.19%
return, since fund started
Nz Top 50 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$58,212,901 |
| Past 1 Year Fund |
39.08% |
11.88%
return, since fund started
Nz Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$29,436,927 |
| Past 1 Year Fund |
36.91% |
9.62%
return, since fund started
Nz Dividend Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$3,653,673 |
| Past 1 Year Fund |
34.92% |
10.47%
return, since fund started
Nz Property Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$10,038,013 |
| Past 1 Year Fund |
26.77% |
5.67%
return, since fund started
Asia Pacific Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$3,095,564 |
| Past 1 Year Fund |
25.64% |
2.97%
return, since fund started
Europe Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$3,330,346 |
| Past 1 Year Fund |
25.64% |
12.92%
return, since fund started
Nz Top 10 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$10,181,453 |
| Past 1 Year Fund |
18.57% |
3.37%
return, since fund started
New Zealand Fixed Interest Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$8,800,071 |
| Past 1 Year Fund |
1.00% |
1.47%
return, since fund started
Amp Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.59% |
| Value of Fund |
$98,706,131 |
| Past 1 Year Fund |
0.03% |
6.67%
return, since fund started
Superlife Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.60% |
| Value of Fund |
$53,832,797 |
| Past 1 Year Fund |
23.45% |
6.41%
return, since fund started
Superlife Age Steps Age 60
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.60% |
| Value of Fund |
$18,600,060 |
| Past 1 Year Fund |
21.94% |
5.41%
return, since fund started
Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.60% |
| Value of Fund |
$2,246,644,817 |
| Past 1 Year Fund |
12.12% |
7.49%
return, since fund started
Superlife Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.61% |
| Value of Fund |
$33,456,573 |
| Past 1 Year Fund |
29.86% |
7.49%
return, since fund started
Superlife Age Steps Age 50
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.61% |
| Value of Fund |
$18,454,456 |
| Past 1 Year Fund |
28.64% |
7.74%
return, since fund started
Superlife Age Steps Age 40
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.62% |
| Value of Fund |
$10,747,851 |
| Past 1 Year Fund |
30.49% |
7.74%
return, since fund started
Superlife Age Steps Age 30
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.62% |
| Value of Fund |
$5,156,601 |
| Past 1 Year Fund |
30.49% |
7.00%
return, since fund started
Bnz Kiwisaver Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.62% |
| Value of Fund |
$622,362,638 |
| Past 1 Year Fund |
16.71% |
5.58%
return, since fund started
Bnz Kiwisaver Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.62% |
| Value of Fund |
$673,488,857 |
| Past 1 Year Fund |
11.37% |
1.83%
return, since fund started
Preservation Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.62% |
| Value of Fund |
$31,904,600 |
| Past 1 Year Fund |
0.74% |
8.70%
return, since fund started
Superlife High Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.63% |
| Value of Fund |
$456,831,889 |
| Past 1 Year Fund |
38.14% |
8.51%
return, since fund started
Superlife Age Steps Age 20
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.63% |
| Value of Fund |
$1,853,685 |
| Past 1 Year Fund |
36.58% |
8.68%
return, since fund started
Bnz Kiwisaver Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.63% |
| Value of Fund |
$982,846,513 |
| Past 1 Year Fund |
23.03% |
4.59%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.64% |
| Value of Fund |
$2,992,246,156 |
| Past 1 Year Fund |
8.99% |
6.99%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.65% |
| Value of Fund |
$2,475,451,661 |
| Past 1 Year Fund |
19.92% |
4.11%
return, since fund started
Default
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.69% |
| Value of Fund |
$340,520,772 |
| Past 1 Year Fund |
7.80% |
4.57%
return, since fund started
Mercer Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.69% |
| Value of Fund |
$178,702,379 |
| Past 1 Year Fund |
11.55% |
7.40%
return, since fund started
Ethica Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.70% |
| Value of Fund |
$50,239,407 |
| Past 1 Year Fund |
27.91% |
8.14%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.70% |
| Value of Fund |
$4,047,744,265 |
| Past 1 Year Fund |
26.84% |
5.56%
return, since fund started
Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.72% |
| Value of Fund |
$756,250,285 |
| Past 1 Year Fund |
13.82% |
0.75%
return, since fund started
Summer New Zealand Cash
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.72% |
| Value of Fund |
$3,965,184 |
| Past 1 Year Fund |
0.14% |
2.03%
return, since fund started
Emerging Markets Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.73% |
| Value of Fund |
$17,083,640 |
| Past 1 Year Fund |
32.80% |
1.47%
return, since fund started
Anz Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.73% |
| Value of Fund |
$5,599,075 |
| Past 1 Year Fund |
0.21% |
2.27%
return, since fund started
Cashplus
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.74% |
| Value of Fund |
$119,896,472 |
| Past 1 Year Fund |
0.83% |
4.68%
return, since fund started
Summer Conservative Selection
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.75% |
| Value of Fund |
$11,586,193 |
| Past 1 Year Fund |
10.31% |
1.80%
return, since fund started
Nikko Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.77% |
| Value of Fund |
$2,468,277 |
| Past 1 Year Fund |
0.70% |
3.19%
return, since fund started
International Fixed Interest Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.78% |
| Value of Fund |
$2,651,301 |
| Past 1 Year Fund |
-0.46% |
6.92%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.79% |
| Value of Fund |
$1,955,476,059 |
| Past 1 Year Fund |
20.75% |
6.37%
return, since fund started
Mercer Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.79% |
| Value of Fund |
$501,428,916 |
| Past 1 Year Fund |
18.31% |
2.28%
return, since fund started
Enhanced Cash Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.79% |
| Value of Fund |
$35,888,511 |
| Past 1 Year Fund |
0.18% |
1.86%
return, since fund started
Amp New Zealand Fixed Interest Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.81% |
| Value of Fund |
$4,047,530 |
| Past 1 Year Fund |
-0.42% |
2.37%
return, since fund started
Summer Global Fixed Interest
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.83% |
| Value of Fund |
$1,099,990 |
| Past 1 Year Fund |
3.89% |
2.34%
return, since fund started
Summer New Zealand Fixed Interest
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.83% |
| Value of Fund |
$7,068,500 |
| Past 1 Year Fund |
2.48% |
4.52%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.85% |
| Value of Fund |
$505,654,052 |
| Past 1 Year Fund |
7.31% |
4.49%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.85% |
| Value of Fund |
$1,243,995,633 |
| Past 1 Year Fund |
7.30% |
8.27%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.86% |
| Value of Fund |
$2,072,109,578 |
| Past 1 Year Fund |
26.98% |
11.60%
return, since fund started
Amp Passive International Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.88% |
| Value of Fund |
$7,793,726 |
| Past 1 Year Fund |
34.94% |
1.54%
return, since fund started
Lifestages Income Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.88% |
| Value of Fund |
$126,085,829 |
| Past 1 Year Fund |
0.07% |
4.53%
return, since fund started
Glidepath Age 75
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.89% |
| Value of Fund |
$197,493 |
| Past 1 Year Fund |
8.48% |
7.26%
return, since fund started
Mercer Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.89% |
| Value of Fund |
$160,843,718 |
| Past 1 Year Fund |
25.23% |
7.17%
return, since fund started
Summer Australian Equities
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$11,690,680 |
| Past 1 Year Fund |
37.26% |
8.69%
return, since fund started
Summer Listed Property
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$8,326,476 |
| Past 1 Year Fund |
29.72% |
11.97%
return, since fund started
Summer New Zealand Equities
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$19,233,248 |
| Past 1 Year Fund |
28.81% |
12.07%
return, since fund started
Summer Global Equities
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$26,158,334 |
| Past 1 Year Fund |
24.18% |
9.12%
return, since fund started
Summer Growth Selection
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$43,208,067 |
| Past 1 Year Fund |
23.37% |
7.21%
return, since fund started
Summer Balanced Selection
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$120,464,792 |
| Past 1 Year Fund |
16.79% |
5.79%
return, since fund started
Conservative Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$230,768,345 |
| Past 1 Year Fund |
12.66% |
4.57%
return, since fund started
Conservative
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$958,528,907 |
| Past 1 Year Fund |
11.73% |
1.40%
return, since fund started
Capital Guaranteed Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.90% |
| Value of Fund |
$61,683,558 |
| Past 1 Year Fund |
0.01% |
5.78%
return, since fund started
Conservative Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.91% |
| Value of Fund |
$1,482,621,209 |
| Past 1 Year Fund |
12.65% |
5.65%
return, since fund started
Conservative Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.91% |
| Value of Fund |
$86,997,569 |
| Past 1 Year Fund |
12.64% |
4.82%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.92% |
| Value of Fund |
$178,122,498 |
| Past 1 Year Fund |
9.18% |
9.68%
return, since fund started
Mercer Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.93% |
| Value of Fund |
$41,346,122 |
| Past 1 Year Fund |
36.88% |
8.39%
return, since fund started
Mercer High Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.93% |
| Value of Fund |
$256,463,010 |
| Past 1 Year Fund |
30.77% |
5.23%
return, since fund started
Glidepath Age 65
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.93% |
| Value of Fund |
$1,867,924 |
| Past 1 Year Fund |
10.99% |
4.73%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.94% |
| Value of Fund |
$1,038,367,694 |
| Past 1 Year Fund |
8.80% |
3.27%
return, since fund started
Lifestages Auto Option Age 65+
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.95% |
| Value of Fund |
$7,408,670 |
| Past 1 Year Fund |
7.54% |
6.98%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.95% |
| Value of Fund |
$1,096,278,139 |
| Past 1 Year Fund |
20.24% |
7.02%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.95% |
| Value of Fund |
$677,723,730 |
| Past 1 Year Fund |
18.02% |
6.81%
return, since fund started
Milford Kiwisaver Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.95% |
| Value of Fund |
$172,206,660 |
| Past 1 Year Fund |
8.53% |
1.32%
return, since fund started
Amp International Fixed Interest Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.95% |
| Value of Fund |
$1,173,624 |
| Past 1 Year Fund |
0.54% |
7.51%
return, since fund started
Glidepath Age 55
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.96% |
| Value of Fund |
$6,645,614 |
| Past 1 Year Fund |
20.72% |
6.97%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.96% |
| Value of Fund |
$3,039,275,443 |
| Past 1 Year Fund |
18.01% |
6.75%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.96% |
| Value of Fund |
$215,470,005 |
| Past 1 Year Fund |
18.00% |
5.12%
return, since fund started
Glidepath Age 75
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.97% |
| Value of Fund |
$59,018 |
| Past 1 Year Fund |
10.51% |
4.06%
return, since fund started
Lifestages Auto Option Age 55 64
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.98% |
| Value of Fund |
$23,186,799 |
| Past 1 Year Fund |
12.23% |
3.82%
return, since fund started
Amp Conservative Fund (Lifesteps)
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.99% |
| Value of Fund |
$172,899,787 |
| Past 1 Year Fund |
7.47% |
3.82%
return, since fund started
Amp Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.99% |
| Value of Fund |
$437,363,414 |
| Past 1 Year Fund |
7.47% |
5.58%
return, since fund started
Russell Lifepointsâ® Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.99% |
| Value of Fund |
$79,214,943 |
| Past 1 Year Fund |
9.71% |
5.62%
return, since fund started
Russell Lifepointsâ® Target Date 2015 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
0.99% |
| Value of Fund |
$4,866,771 |
| Past 1 Year Fund |
9.71% |
8.19%
return, since fund started
Balanced Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.00% |
| Value of Fund |
$591,956,283 |
| Past 1 Year Fund |
23.62% |
7.48%
return, since fund started
Positive Impact Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.00% |
| Value of Fund |
$69,505,299 |
| Past 1 Year Fund |
24.87% |
8.14%
return, since fund started
Balanced Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.01% |
| Value of Fund |
$2,704,168,735 |
| Past 1 Year Fund |
23.61% |
7.86%
return, since fund started
Balanced Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.02% |
| Value of Fund |
$226,525,939 |
| Past 1 Year Fund |
23.61% |
7.27%
return, since fund started
Anz Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.02% |
| Value of Fund |
$36,968,031 |
| Past 1 Year Fund |
21.90% |
7.11%
return, since fund started
Balanced
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.03% |
| Value of Fund |
$2,056,416,172 |
| Past 1 Year Fund |
21.58% |
4.36%
return, since fund started
Asb Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.03% |
| Value of Fund |
$23,374,236 |
| Past 1 Year Fund |
11.25% |
12.68%
return, since fund started
Australasian Share Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.04% |
| Value of Fund |
$46,159,803 |
| Past 1 Year Fund |
27.77% |
5.41%
return, since fund started
Lifestages Auto Option Age 45 54
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.04% |
| Value of Fund |
$29,465,110 |
| Past 1 Year Fund |
18.74% |
6.74%
return, since fund started
Russell Lifepointsâ® Target Date 2025 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.04% |
| Value of Fund |
$24,137,216 |
| Past 1 Year Fund |
13.46% |
9.27%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.05% |
| Value of Fund |
$525,605,968 |
| Past 1 Year Fund |
29.59% |
12.69%
return, since fund started
Australasian Property Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.05% |
| Value of Fund |
$32,815,263 |
| Past 1 Year Fund |
32.12% |
6.47%
return, since fund started
International Property Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.05% |
| Value of Fund |
$8,326,588 |
| Past 1 Year Fund |
16.01% |
3.45%
return, since fund started
Anz Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.06% |
| Value of Fund |
$24,785,282 |
| Past 1 Year Fund |
7.09% |
9.22%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.06% |
| Value of Fund |
$3,951,478,918 |
| Past 1 Year Fund |
29.59% |
10.57%
return, since fund started
International Share Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.06% |
| Value of Fund |
$65,904,468 |
| Past 1 Year Fund |
31.51% |
8.03%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.06% |
| Value of Fund |
$703,280,199 |
| Past 1 Year Fund |
24.72% |
6.92%
return, since fund started
Russell Lifepointsâ® Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.06% |
| Value of Fund |
$30,645,899 |
| Past 1 Year Fund |
16.05% |
8.88%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.07% |
| Value of Fund |
$210,699,225 |
| Past 1 Year Fund |
29.59% |
7.14%
return, since fund started
Glidepath Age 60
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.07% |
| Value of Fund |
$4,714,032 |
| Past 1 Year Fund |
17.19% |
6.62%
return, since fund started
Asb Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.08% |
| Value of Fund |
$34,716,961 |
| Past 1 Year Fund |
18.88% |
4.26%
return, since fund started
Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.08% |
| Value of Fund |
$213,685,462 |
| Past 1 Year Fund |
10.49% |
9.34%
return, since fund started
Glidepath Age 40
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.09% |
| Value of Fund |
$7,047,267 |
| Past 1 Year Fund |
29.54% |
6.72%
return, since fund started
Lifestages Auto Option Age 35 44
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.09% |
| Value of Fund |
$25,173,643 |
| Past 1 Year Fund |
25.56% |
4.59%
return, since fund started
Amp Moderate Fund (Lifesteps)
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.09% |
| Value of Fund |
$463,078,859 |
| Past 1 Year Fund |
11.44% |
4.59%
return, since fund started
Amp Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.09% |
| Value of Fund |
$620,702,272 |
| Past 1 Year Fund |
11.44% |
6.81%
return, since fund started
Balanced Strategy
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.10% |
| Value of Fund |
$948,238,610 |
| Past 1 Year Fund |
19.63% |
9.20%
return, since fund started
Growth
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.11% |
| Value of Fund |
$2,009,997,935 |
| Past 1 Year Fund |
30.99% |
8.06%
return, since fund started
Russell Lifepointsâ® Target Date 2035 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.12% |
| Value of Fund |
$27,737,106 |
| Past 1 Year Fund |
20.17% |
8.21%
return, since fund started
Russell Lifepointsâ® Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.13% |
| Value of Fund |
$235,213,300 |
| Past 1 Year Fund |
22.89% |
4.73%
return, since fund started
Amp Income Generator Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.13% |
| Value of Fund |
$5,115,091 |
| Past 1 Year Fund |
16.23% |
14.47%
return, since fund started
Milford Kiwisaver Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.13% |
| Value of Fund |
$35,731,096 |
| Past 1 Year Fund |
14.76% |
8.42%
return, since fund started
Lifestages High Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$209,894,557 |
| Past 1 Year Fund |
32.78% |
8.42%
return, since fund started
Lifestages Auto Option Age 0 34
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$25,233,961 |
| Past 1 Year Fund |
32.78% |
9.81%
return, since fund started
Amp Australasian Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$7,795,846 |
| Past 1 Year Fund |
31.19% |
5.20%
return, since fund started
Amp Moderate Balanced Fund (Lifesteps)
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$541,746,963 |
| Past 1 Year Fund |
14.92% |
5.20%
return, since fund started
Amp Moderate Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$809,689,069 |
| Past 1 Year Fund |
14.92% |
4.10%
return, since fund started
Asset Class Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$25,480,395 |
| Past 1 Year Fund |
12.80% |
4.35%
return, since fund started
Nikko Am Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.14% |
| Value of Fund |
$37,622,041 |
| Past 1 Year Fund |
11.50% |
8.21%
return, since fund started
Asb Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.15% |
| Value of Fund |
$31,109,597 |
| Past 1 Year Fund |
25.46% |
5.92%
return, since fund started
Amp Balanced Fund (Lifesteps)
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.15% |
| Value of Fund |
$351,241,685 |
| Past 1 Year Fund |
18.50% |
5.92%
return, since fund started
Amp Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.15% |
| Value of Fund |
$1,079,481,333 |
| Past 1 Year Fund |
18.50% |
12.35%
return, since fund started
Milford Active Growth Wholesale Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.16% |
| Value of Fund |
$189,956,455 |
| Past 1 Year Fund |
33.39% |
6.90%
return, since fund started
Amp Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.16% |
| Value of Fund |
$872,643,395 |
| Past 1 Year Fund |
25.65% |
6.90%
return, since fund started
Amp Growth Fund (Lifesteps)
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.16% |
| Value of Fund |
$238,373,162 |
| Past 1 Year Fund |
25.65% |
9.31%
return, since fund started
Equity Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.17% |
| Value of Fund |
$219,412,073 |
| Past 1 Year Fund |
40.31% |
11.27%
return, since fund started
Glidepath Age 25
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.17% |
| Value of Fund |
$845,803 |
| Past 1 Year Fund |
40.31% |
10.54%
return, since fund started
Amp International Shares Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.17% |
| Value of Fund |
$5,805,598 |
| Past 1 Year Fund |
35.50% |
7.88%
return, since fund started
Anz Balanced Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.17% |
| Value of Fund |
$314,939,815 |
| Past 1 Year Fund |
23.65% |
9.11%
return, since fund started
Russell Lifepointsâ® Target Date 2045 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.18% |
| Value of Fund |
$23,465,961 |
| Past 1 Year Fund |
25.99% |
4.98%
return, since fund started
Amp Property Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.19% |
| Value of Fund |
$6,980,715 |
| Past 1 Year Fund |
27.87% |
9.66%
return, since fund started
Glidepath Age 50
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.19% |
| Value of Fund |
$3,362,345 |
| Past 1 Year Fund |
26.15% |
4.80%
return, since fund started
Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.19% |
| Value of Fund |
$623,523,370 |
| Past 1 Year Fund |
18.97% |
9.20%
return, since fund started
Russell Lifepointsâ® Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.20% |
| Value of Fund |
$59,345,127 |
| Past 1 Year Fund |
28.09% |
11.65%
return, since fund started
Russell Lifepointsâ® Target Date 2055 Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.21% |
| Value of Fund |
$1,820,497 |
| Past 1 Year Fund |
31.12% |
5.04%
return, since fund started
Asset Class Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.21% |
| Value of Fund |
$21,617,231 |
| Past 1 Year Fund |
23.75% |
5.30%
return, since fund started
Stepping Stones 65+
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.21% |
| Value of Fund |
$5,467,530 |
| Past 1 Year Fund |
11.34% |
4.88%
return, since fund started
Stepping Stones Growth 65+
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.21% |
| Value of Fund |
$814,716 |
| Past 1 Year Fund |
11.34% |
5.30%
return, since fund started
Conservative Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.21% |
| Value of Fund |
$471,174,711 |
| Past 1 Year Fund |
11.34% |
8.67%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.23% |
| Value of Fund |
$2,735,282,248 |
| Past 1 Year Fund |
29.19% |
10.48%
return, since fund started
Glidepath Age 30
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.23% |
| Value of Fund |
$2,108,831 |
| Past 1 Year Fund |
29.19% |
5.68%
return, since fund started
Stepping Stones 61 64
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.23% |
| Value of Fund |
$10,517,372 |
| Past 1 Year Fund |
12.78% |
5.37%
return, since fund started
Stepping Stones Growth 61 64
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.23% |
| Value of Fund |
$3,521,930 |
| Past 1 Year Fund |
12.78% |
10.99%
return, since fund started
Socially Responsible Investment Moderate Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.24% |
| Value of Fund |
$15,353,512 |
| Past 1 Year Fund |
9.76% |
7.30%
return, since fund started
Balanced Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.24% |
| Value of Fund |
$439,164,826 |
| Past 1 Year Fund |
25.97% |
6.06%
return, since fund started
Stepping Stones 56 60
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.25% |
| Value of Fund |
$18,413,868 |
| Past 1 Year Fund |
14.21% |
7.37%
return, since fund started
Amp Aggressive Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.27% |
| Value of Fund |
$487,344,179 |
| Past 1 Year Fund |
28.41% |
7.37%
return, since fund started
Amp Aggressive Fund (Lifesteps)
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.27% |
| Value of Fund |
$120,216,792 |
| Past 1 Year Fund |
28.41% |
7.19%
return, since fund started
Asset Class Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.28% |
| Value of Fund |
$95,943,993 |
| Past 1 Year Fund |
36.67% |
8.40%
return, since fund started
Anz Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.28% |
| Value of Fund |
$39,644,524 |
| Past 1 Year Fund |
29.12% |
6.26%
return, since fund started
Mercer Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.28% |
| Value of Fund |
$59,655,274 |
| Past 1 Year Fund |
18.01% |
16.49%
return, since fund started
Milford Kiwisaver Aggressive Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.30% |
| Value of Fund |
$388,440,682 |
| Past 1 Year Fund |
39.10% |
4.78%
return, since fund started
High Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.30% |
| Value of Fund |
$520,357,527 |
| Past 1 Year Fund |
31.55% |
7.41%
return, since fund started
Nikko Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.30% |
| Value of Fund |
$12,093,997 |
| Past 1 Year Fund |
22.89% |
7.86%
return, since fund started
Socially Responsible Investment Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.30% |
| Value of Fund |
$153,263,336 |
| Past 1 Year Fund |
18.56% |
7.01%
return, since fund started
Stepping Stones 46 55
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.31% |
| Value of Fund |
$40,294,130 |
| Past 1 Year Fund |
17.53% |
7.20%
return, since fund started
Stepping Stones Growth 56 60
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.31% |
| Value of Fund |
$15,303,564 |
| Past 1 Year Fund |
17.53% |
9.23%
return, since fund started
Shielded Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.33% |
| Value of Fund |
$5,817,028 |
| Past 1 Year Fund |
28.39% |
6.40%
return, since fund started
Amp Ethical Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.35% |
| Value of Fund |
$20,619,010 |
| Past 1 Year Fund |
22.38% |
8.89%
return, since fund started
Nikko Am Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.36% |
| Value of Fund |
$37,700,428 |
| Past 1 Year Fund |
31.55% |
7.28%
return, since fund started
Nikko Am Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.36% |
| Value of Fund |
$99,670,574 |
| Past 1 Year Fund |
23.30% |
8.53%
return, since fund started
Socially Responsible Investment High Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.37% |
| Value of Fund |
$202,250,283 |
| Past 1 Year Fund |
30.79% |
8.29%
return, since fund started
Stepping Stones 36 45
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.39% |
| Value of Fund |
$32,783,165 |
| Past 1 Year Fund |
22.18% |
8.94%
return, since fund started
Stepping Stones Growth 51 55
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.39% |
| Value of Fund |
$16,198,010 |
| Past 1 Year Fund |
22.18% |
9.62%
return, since fund started
Sustainable International Share Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.40% |
| Value of Fund |
$16,212,201 |
| Past 1 Year Fund |
35.57% |
9.11%
return, since fund started
Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.42% |
| Value of Fund |
$961,780,984 |
| Past 1 Year Fund |
25.71% |
9.80%
return, since fund started
Stepping Stones Growth 0 50
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.42% |
| Value of Fund |
$49,032,411 |
| Past 1 Year Fund |
25.71% |
9.57%
return, since fund started
Stepping Stones 0 35
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.47% |
| Value of Fund |
$34,012,927 |
| Past 1 Year Fund |
26.82% |
9.34%
return, since fund started
Milford Kiwisaver Balanced Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.48% |
| Value of Fund |
$591,450,548 |
| Past 1 Year Fund |
23.85% |
10.02%
return, since fund started
Focused Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.52% |
| Value of Fund |
$1,276,944,403 |
| Past 1 Year Fund |
27.93% |
12.02%
return, since fund started
Cpp Fund No. 5
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.53% |
| Value of Fund |
$21,122,964 |
| Past 1 Year Fund |
37.75% |
12.17%
return, since fund started
Cpp Fund No. 4
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.53% |
| Value of Fund |
$26,067,977 |
| Past 1 Year Fund |
37.72% |
9.98%
return, since fund started
Geared Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.61% |
| Value of Fund |
$161,831,682 |
| Past 1 Year Fund |
46.38% |
3.46%
return, since fund started
Income Strategy
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.61% |
| Value of Fund |
$65,036,041 |
| Past 1 Year Fund |
13.66% |
3.52%
return, since fund started
Lifestages Capital Stable Portfolio
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.64% |
| Value of Fund |
$128,310,856 |
| Past 1 Year Fund |
9.06% |
2.88%
return, since fund started
Amp Global Multi Asset Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.70% |
| Value of Fund |
$11,227,688 |
| Past 1 Year Fund |
13.40% |
8.96%
return, since fund started
Amanah Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
1.89% |
| Value of Fund |
$29,539,736 |
| Past 1 Year Fund |
12.47% |
12.40%
return, since fund started
Milford Kiwisaver Active Growth Fund
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
2.00% |
| Value of Fund |
$2,222,869,000 |
| Past 1 Year Fund |
33.49% |
7.36%
return, since fund started
Inflation Strategy
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
2.62% |
| Value of Fund |
$104,437,627 |
| Past 1 Year Fund |
46.13% |
7.24%
return, since fund started
Lifecycle Age 75
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
2.83% |
| Value of Fund |
$466,281 |
| Past 1 Year Fund |
44.12% |
7.85%
return, since fund started
Lifecycle Age 65
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
3.06% |
| Value of Fund |
$8,382,628 |
| Past 1 Year Fund |
49.76% |
10.33%
return, since fund started
Lifecycle Age 0 54
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
4.13% |
| Value of Fund |
$336,904,265 |
| Past 1 Year Fund |
75.60% |
11.03%
return, since fund started
Growth Strategy
at 65 years of age
| Retirement Balance |
|
| Total Annual Fees Paid |
4.45% |
| Value of Fund |
$498,994,403 |
| Past 1 Year Fund |
83.84% |
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