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Compare KiwiSaver Funds in New Zealand

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4.99%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.27%
Value of Fund
$146,958,682
Past 1 Year Fund
4.99%
Select Fund
0.93%
for past year return
Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.27%
Value of Fund
$787,147,175
Past 1 Year Fund
0.93%
Select Fund
0.92%
for past year return
Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.28%
Value of Fund
$22,566,369
Past 1 Year Fund
0.92%
Select Fund
6.62%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.29%
Value of Fund
$952,413,786
Past 1 Year Fund
6.62%
Select Fund
6.29%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.29%
Value of Fund
$247,993,448
Past 1 Year Fund
6.29%
Select Fund
0.94%
for past year return
Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.29%
Value of Fund
$64,957,788
Past 1 Year Fund
0.94%
Select Fund
0.92%
for past year return
Bnz Kiwisaver Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.30%
Value of Fund
$244,881,062
Past 1 Year Fund
0.92%
Select Fund
14.75%
for past year return
Juno Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.34%
Value of Fund
$34,898,918
Past 1 Year Fund
14.75%
Select Fund
22.91%
for past year return
Juno Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.35%
Value of Fund
$180,080,732
Past 1 Year Fund
22.91%
Select Fund
0.90%
for past year return
Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.35%
Value of Fund
$535,117,352
Past 1 Year Fund
0.90%
Select Fund
0.61%
for past year return
Nz Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.35%
Value of Fund
$733,149,389
Past 1 Year Fund
0.61%
Select Fund
0.58%
for past year return
Mercer Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.36%
Value of Fund
$32,501,740
Past 1 Year Fund
0.58%
Select Fund
3.24%
for past year return
Default Saver Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.38%
Value of Fund
$110,760,025
Past 1 Year Fund
3.24%
Select Fund
1.98%
for past year return
Amp Default Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.39%
Value of Fund
$1,382,538,682
Past 1 Year Fund
1.98%
Select Fund
2.42%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.40%
Value of Fund
$4,189,256,206
Past 1 Year Fund
2.42%
Select Fund
6.88%
for past year return
Juno Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.42%
Value of Fund
$16,244,454
Past 1 Year Fund
6.88%
Select Fund
3.45%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.46%
Value of Fund
$1,211,034,248
Past 1 Year Fund
3.45%
Select Fund
3.29%
for past year return
Default Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.47%
Value of Fund
$339,827,739
Past 1 Year Fund
3.29%
Select Fund
-0.41%
for past year return
Uk Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.49%
Value of Fund
$696,335
Past 1 Year Fund
-0.41%
Select Fund
2.13%
for past year return
Bnz Kiwisaver First Home Buyer Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.50%
Value of Fund
$206,382,095
Past 1 Year Fund
2.13%
Select Fund
2.83%
for past year return
Bnz Kiwisaver Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.51%
Value of Fund
$889,821,062
Past 1 Year Fund
2.83%
Select Fund
0.92%
for past year return
Nz Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.52%
Value of Fund
$88,319,132
Past 1 Year Fund
0.92%
Select Fund
7.96%
for past year return
Us 500 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.54%
Value of Fund
$13,590,021
Past 1 Year Fund
7.96%
Select Fund
4.10%
for past year return
Nz Bonds Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.54%
Value of Fund
$38,472,417
Past 1 Year Fund
4.10%
Select Fund
3.91%
for past year return
Cash Enhanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.54%
Value of Fund
$725,502,774
Past 1 Year Fund
3.91%
Select Fund
2.54%
for past year return
Overseas Non Government Bonds Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.54%
Value of Fund
$17,242,649
Past 1 Year Fund
2.54%
Select Fund
1.05%
for past year return
Cash
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.55%
Value of Fund
$319,594,655
Past 1 Year Fund
1.05%
Select Fund
3.11%
for past year return
Superlife Income Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.56%
Value of Fund
$136,095,701
Past 1 Year Fund
3.11%
Select Fund
2.10%
for past year return
Superlife Age Steps Age 80
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.56%
Value of Fund
$3,805
Past 1 Year Fund
2.10%
Select Fund
-9.47%
for past year return
Us Large Value Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.57%
Value of Fund
$2,425,556
Past 1 Year Fund
-9.47%
Select Fund
2.75%
for past year return
Mercer Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.57%
Value of Fund
$1,185,063,190
Past 1 Year Fund
2.75%
Select Fund
29.79%
for past year return
Us Large Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.57%
Value of Fund
$14,938,345
Past 1 Year Fund
29.79%
Select Fund
-4.67%
for past year return
Us Small Cap Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.57%
Value of Fund
$1,606,319
Past 1 Year Fund
-4.67%
Select Fund
1.25%
for past year return
Superlife Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.57%
Value of Fund
$24,412,231
Past 1 Year Fund
1.25%
Select Fund
0.66%
for past year return
Us Mid Cap Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.57%
Value of Fund
$1,028,256
Past 1 Year Fund
0.66%
Select Fund
1.02%
for past year return
Superlife Age Steps Age 70
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.58%
Value of Fund
$2,678,268
Past 1 Year Fund
1.02%
Select Fund
-16.76%
for past year return
Global Property Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.58%
Value of Fund
$14,709,154
Past 1 Year Fund
-16.76%
Select Fund
0.01%
for past year return
Overseas Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.58%
Value of Fund
$21,033,541
Past 1 Year Fund
0.01%
Select Fund
-1.89%
for past year return
Overseas Shares (Currency Hedged) Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.58%
Value of Fund
$16,944,287
Past 1 Year Fund
-1.89%
Select Fund
-14.06%
for past year return
Australian Dividend Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$685,323
Past 1 Year Fund
-14.06%
Select Fund
-10.43%
for past year return
Australian Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$16,097,903
Past 1 Year Fund
-10.43%
Select Fund
4.13%
for past year return
New Zealand Fixed Interest Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$11,609,976
Past 1 Year Fund
4.13%
Select Fund
3.34%
for past year return
Overseas Bonds Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$8,766,618
Past 1 Year Fund
3.34%
Select Fund
-5.16%
for past year return
Europe Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$2,487,905
Past 1 Year Fund
-5.16%
Select Fund
1.98%
for past year return
Australian Mid Cap Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$23,607,832
Past 1 Year Fund
1.98%
Select Fund
2.09%
for past year return
Nz Top 50 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$48,520,955
Past 1 Year Fund
2.09%
Select Fund
-3.31%
for past year return
Nz Property Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$8,527,142
Past 1 Year Fund
-3.31%
Select Fund
-26.38%
for past year return
Australian Financials Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$1,448,863
Past 1 Year Fund
-26.38%
Select Fund
-4.49%
for past year return
Australian Resources Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$4,273,134
Past 1 Year Fund
-4.49%
Select Fund
-18.45%
for past year return
Australian Property Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$1,451,902
Past 1 Year Fund
-18.45%
Select Fund
11.70%
for past year return
Nz Top 10 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$8,102,819
Past 1 Year Fund
11.70%
Select Fund
0.21%
for past year return
Nz Mid Cap Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$5,232,907
Past 1 Year Fund
0.21%
Select Fund
-12.40%
for past year return
Nz Dividend Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$3,123,808
Past 1 Year Fund
-12.40%
Select Fund
-0.21%
for past year return
Asia Pacific Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$2,131,351
Past 1 Year Fund
-0.21%
Select Fund
-12.12%
for past year return
Australian Top 20 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$2,082,046
Past 1 Year Fund
-12.12%
Select Fund
0.42%
for past year return
Amp Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$115,755,531
Past 1 Year Fund
0.42%
Select Fund
-0.93%
for past year return
Nz Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.59%
Value of Fund
$26,163,952
Past 1 Year Fund
-0.93%
Select Fund
3.54%
for past year return
Total World Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.60%
Value of Fund
$4,873,089
Past 1 Year Fund
3.54%
Select Fund
1.40%
for past year return
Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.60%
Value of Fund
$2,036,980,798
Past 1 Year Fund
1.40%
Select Fund
0.54%
for past year return
Superlife Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.60%
Value of Fund
$46,122,565
Past 1 Year Fund
0.54%
Select Fund
0.27%
for past year return
Superlife Age Steps Age 60
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.60%
Value of Fund
$13,824,494
Past 1 Year Fund
0.27%
Select Fund
-0.51%
for past year return
Superlife Age Steps Age 50
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.61%
Value of Fund
$14,952,514
Past 1 Year Fund
-0.51%
Select Fund
-1.41%
for past year return
Superlife Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.61%
Value of Fund
$25,778,899
Past 1 Year Fund
-1.41%
Select Fund
5.01%
for past year return
Bnz Kiwisaver Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.62%
Value of Fund
$544,656,849
Past 1 Year Fund
5.01%
Select Fund
4.03%
for past year return
Bnz Kiwisaver Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.62%
Value of Fund
$611,298,380
Past 1 Year Fund
4.03%
Select Fund
0.80%
for past year return
Preservation Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.62%
Value of Fund
$34,890,681
Past 1 Year Fund
0.80%
Select Fund
-0.81%
for past year return
Superlife Age Steps Age 30
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.62%
Value of Fund
$4,477,721
Past 1 Year Fund
-0.81%
Select Fund
-0.81%
for past year return
Superlife Age Steps Age 40
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.62%
Value of Fund
$9,198,398
Past 1 Year Fund
-0.81%
Select Fund
6.07%
for past year return
Bnz Kiwisaver Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.63%
Value of Fund
$790,089,493
Past 1 Year Fund
6.07%
Select Fund
-2.10%
for past year return
Superlife High Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.63%
Value of Fund
$389,968,354
Past 1 Year Fund
-2.10%
Select Fund
-1.84%
for past year return
Superlife Age Steps Age 20
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.63%
Value of Fund
$1,667,565
Past 1 Year Fund
-1.84%
Select Fund
3.14%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.64%
Value of Fund
$2,905,268,926
Past 1 Year Fund
3.14%
Select Fund
2.40%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.65%
Value of Fund
$2,156,826,620
Past 1 Year Fund
2.40%
Select Fund
2.28%
for past year return
Mercer Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.69%
Value of Fund
$159,720,514
Past 1 Year Fund
2.28%
Select Fund
4.38%
for past year return
Ethica Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.70%
Value of Fund
$43,428,673
Past 1 Year Fund
4.38%
Select Fund
1.17%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.70%
Value of Fund
$3,374,991,745
Past 1 Year Fund
1.17%
Select Fund
3.83%
for past year return
Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.72%
Value of Fund
$666,758,816
Past 1 Year Fund
3.83%
Select Fund
0.50%
for past year return
Summer New Zealand Cash
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.72%
Value of Fund
$5,741,634
Past 1 Year Fund
0.50%
Select Fund
3.89%
for past year return
Default
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.73%
Value of Fund
$320,786,894
Past 1 Year Fund
3.89%
Select Fund
2.10%
for past year return
Emerging Markets Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.73%
Value of Fund
$13,760,772
Past 1 Year Fund
2.10%
Select Fund
0.52%
for past year return
Anz Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.73%
Value of Fund
$5,921,311
Past 1 Year Fund
0.52%
Select Fund
3.40%
for past year return
Summer Conservative Selection
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.75%
Value of Fund
$10,326,427
Past 1 Year Fund
3.40%
Select Fund
2.13%
for past year return
Cashplus
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.75%
Value of Fund
$126,667,679
Past 1 Year Fund
2.13%
Select Fund
0.80%
for past year return
Nikko Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.77%
Value of Fund
$2,919,329
Past 1 Year Fund
0.80%
Select Fund
3.74%
for past year return
International Fixed Interest Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.78%
Value of Fund
$3,626,244
Past 1 Year Fund
3.74%
Select Fund
4.70%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.79%
Value of Fund
$1,749,646,762
Past 1 Year Fund
4.70%
Select Fund
2.15%
for past year return
Mercer Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.79%
Value of Fund
$448,492,493
Past 1 Year Fund
2.15%
Select Fund
3.39%
for past year return
Amp New Zealand Fixed Interest Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.81%
Value of Fund
$5,744,400
Past 1 Year Fund
3.39%
Select Fund
0.59%
for past year return
Enhanced Cash Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.82%
Value of Fund
$37,863,407
Past 1 Year Fund
0.59%
Select Fund
3.50%
for past year return
Summer Global Fixed Interest
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.83%
Value of Fund
$1,026,030
Past 1 Year Fund
3.50%
Select Fund
3.16%
for past year return
Summer New Zealand Fixed Interest
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.83%
Value of Fund
$9,966,858
Past 1 Year Fund
3.16%
Select Fund
3.27%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.85%
Value of Fund
$501,726,312
Past 1 Year Fund
3.27%
Select Fund
3.26%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.85%
Value of Fund
$1,209,433,089
Past 1 Year Fund
3.26%
Select Fund
4.31%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.86%
Value of Fund
$1,738,232,550
Past 1 Year Fund
4.31%
Select Fund
5.05%
for past year return
Amp Passive International Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.88%
Value of Fund
$5,648,883
Past 1 Year Fund
5.05%
Select Fund
1.47%
for past year return
Lifestages Income Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.88%
Value of Fund
$111,935,584
Past 1 Year Fund
1.47%
Select Fund
3.13%
for past year return
Glidepath Age 75
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.89%
Value of Fund
$119,929
Past 1 Year Fund
3.13%
Select Fund
1.88%
for past year return
Mercer Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.89%
Value of Fund
$134,679,323
Past 1 Year Fund
1.88%
Select Fund
-9.09%
for past year return
Summer Australian Equities
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$8,246,240
Past 1 Year Fund
-9.09%
Select Fund
5.81%
for past year return
Conservative
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$944,338,776
Past 1 Year Fund
5.81%
Select Fund
5.07%
for past year return
Summer New Zealand Equities
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$15,304,124
Past 1 Year Fund
5.07%
Select Fund
4.02%
for past year return
Summer Growth Selection
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$27,867,728
Past 1 Year Fund
4.02%
Select Fund
3.69%
for past year return
Summer Balanced Selection
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$108,096,661
Past 1 Year Fund
3.69%
Select Fund
3.13%
for past year return
Conservative Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$218,984,841
Past 1 Year Fund
3.13%
Select Fund
-3.43%
for past year return
Summer Listed Property
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$7,870,227
Past 1 Year Fund
-3.43%
Select Fund
14.46%
for past year return
Summer Global Equities
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$20,658,725
Past 1 Year Fund
14.46%
Select Fund
-0.87%
for past year return
Capital Guaranteed Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.90%
Value of Fund
$62,580,516
Past 1 Year Fund
-0.87%
Select Fund
3.12%
for past year return
Conservative Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.91%
Value of Fund
$73,578,014
Past 1 Year Fund
3.12%
Select Fund
3.12%
for past year return
Conservative Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.91%
Value of Fund
$1,367,451,062
Past 1 Year Fund
3.12%
Select Fund
3.32%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.92%
Value of Fund
$170,417,636
Past 1 Year Fund
3.32%
Select Fund
3.37%
for past year return
Mercer Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.93%
Value of Fund
$33,034,768
Past 1 Year Fund
3.37%
Select Fund
3.70%
for past year return
Glidepath Age 65
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.93%
Value of Fund
$2,261,478
Past 1 Year Fund
3.70%
Select Fund
2.06%
for past year return
Mercer High Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.93%
Value of Fund
$216,499,035
Past 1 Year Fund
2.06%
Select Fund
3.25%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.94%
Value of Fund
$1,001,104,872
Past 1 Year Fund
3.25%
Select Fund
5.42%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.95%
Value of Fund
$976,861,822
Past 1 Year Fund
5.42%
Select Fund
2.95%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.95%
Value of Fund
$629,248,311
Past 1 Year Fund
2.95%
Select Fund
2.73%
for past year return
Milford Kiwisaver Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.95%
Value of Fund
$190,477,570
Past 1 Year Fund
2.73%
Select Fund
2.65%
for past year return
Amp International Fixed Interest Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.95%
Value of Fund
$1,321,674
Past 1 Year Fund
2.65%
Select Fund
1.32%
for past year return
Lifestages Auto Option Age 65+
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.95%
Value of Fund
$4,832,831
Past 1 Year Fund
1.32%
Select Fund
5.41%
for past year return
Glidepath Age 55
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.96%
Value of Fund
$5,770,189
Past 1 Year Fund
5.41%
Select Fund
2.94%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.96%
Value of Fund
$2,749,549,765
Past 1 Year Fund
2.94%
Select Fund
2.94%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.96%
Value of Fund
$191,807,972
Past 1 Year Fund
2.94%
Select Fund
3.63%
for past year return
Glidepath Age 75
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.97%
Value of Fund
$286,913
Past 1 Year Fund
3.63%
Select Fund
1.14%
for past year return
Lifestages Auto Option Age 55 64
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.98%
Value of Fund
$20,720,647
Past 1 Year Fund
1.14%
Select Fund
3.65%
for past year return
Russell Lifepointsâ® Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.99%
Value of Fund
$78,812,872
Past 1 Year Fund
3.65%
Select Fund
3.62%
for past year return
Russell Lifepointsâ® Target Date 2015 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.99%
Value of Fund
$4,803,328
Past 1 Year Fund
3.62%
Select Fund
1.00%
for past year return
Amp Conservative Fund (Lifesteps)
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.99%
Value of Fund
$161,644,931
Past 1 Year Fund
1.00%
Select Fund
1.00%
for past year return
Amp Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
0.99%
Value of Fund
$432,815,107
Past 1 Year Fund
1.00%
Select Fund
5.79%
for past year return
Positive Impact Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.00%
Value of Fund
$41,421,015
Past 1 Year Fund
5.79%
Select Fund
2.71%
for past year return
Balanced Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.00%
Value of Fund
$543,388,222
Past 1 Year Fund
2.71%
Select Fund
2.70%
for past year return
Balanced Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.01%
Value of Fund
$2,383,517,590
Past 1 Year Fund
2.70%
Select Fund
2.70%
for past year return
Balanced Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.02%
Value of Fund
$198,099,678
Past 1 Year Fund
2.70%
Select Fund
2.64%
for past year return
Anz Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.02%
Value of Fund
$34,292,592
Past 1 Year Fund
2.64%
Select Fund
1.40%
for past year return
Asb Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.03%
Value of Fund
$19,434,853
Past 1 Year Fund
1.40%
Select Fund
3.55%
for past year return
Russell Lifepointsâ® Target Date 2025 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.04%
Value of Fund
$23,641,670
Past 1 Year Fund
3.55%
Select Fund
0.79%
for past year return
Lifestages Auto Option Age 45 54
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.04%
Value of Fund
$25,127,938
Past 1 Year Fund
0.79%
Select Fund
10.32%
for past year return
Australasian Share Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.04%
Value of Fund
$42,806,917
Past 1 Year Fund
10.32%
Select Fund
7.03%
for past year return
Balanced
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.05%
Value of Fund
$1,874,195,911
Past 1 Year Fund
7.03%
Select Fund
1.99%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.05%
Value of Fund
$464,151,154
Past 1 Year Fund
1.99%
Select Fund
-1.97%
for past year return
Australasian Property Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.05%
Value of Fund
$30,544,253
Past 1 Year Fund
-1.97%
Select Fund
-14.07%
for past year return
International Property Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.05%
Value of Fund
$7,863,171
Past 1 Year Fund
-14.07%
Select Fund
5.41%
for past year return
International Share Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.06%
Value of Fund
$59,327,666
Past 1 Year Fund
5.41%
Select Fund
5.29%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.06%
Value of Fund
$595,413,009
Past 1 Year Fund
5.29%
Select Fund
5.63%
for past year return
Milford Kiwisaver Active Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.06%
Value of Fund
$1,752,158,978
Past 1 Year Fund
5.63%
Select Fund
3.51%
for past year return
Anz Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.06%
Value of Fund
$20,056,367
Past 1 Year Fund
3.51%
Select Fund
3.60%
for past year return
Russell Lifepointsâ® Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.06%
Value of Fund
$28,700,337
Past 1 Year Fund
3.60%
Select Fund
1.99%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.06%
Value of Fund
$3,453,761,989
Past 1 Year Fund
1.99%
Select Fund
4.98%
for past year return
Glidepath Age 60
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.07%
Value of Fund
$3,146,863
Past 1 Year Fund
4.98%
Select Fund
1.98%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.07%
Value of Fund
$176,799,768
Past 1 Year Fund
1.98%
Select Fund
2.63%
for past year return
Asb Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.08%
Value of Fund
$29,670,500
Past 1 Year Fund
2.63%
Select Fund
6.59%
for past year return
Glidepath Age 40
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.09%
Value of Fund
$5,411,283
Past 1 Year Fund
6.59%
Select Fund
0.97%
for past year return
Amp Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.09%
Value of Fund
$579,854,529
Past 1 Year Fund
0.97%
Select Fund
0.97%
for past year return
Amp Moderate Fund (Lifesteps)
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.09%
Value of Fund
$429,320,788
Past 1 Year Fund
0.97%
Select Fund
0.31%
for past year return
Lifestages Auto Option Age 35 44
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.09%
Value of Fund
$21,508,615
Past 1 Year Fund
0.31%
Select Fund
5.43%
for past year return
Balanced Strategy
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.10%
Value of Fund
$860,152,011
Past 1 Year Fund
5.43%
Select Fund
3.45%
for past year return
Russell Lifepointsâ® Target Date 2035 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.12%
Value of Fund
$25,144,057
Past 1 Year Fund
3.45%
Select Fund
7.70%
for past year return
Growth
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.13%
Value of Fund
$1,733,087,429
Past 1 Year Fund
7.70%
Select Fund
4.06%
for past year return
Moderate Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.13%
Value of Fund
$203,709,496
Past 1 Year Fund
4.06%
Select Fund
3.32%
for past year return
Russell Lifepointsâ® Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.13%
Value of Fund
$208,645,524
Past 1 Year Fund
3.32%
Select Fund
-0.78%
for past year return
Amp Income Generator Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.13%
Value of Fund
$5,173,505
Past 1 Year Fund
-0.78%
Select Fund
3.96%
for past year return
Nikko Am Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$29,471,323
Past 1 Year Fund
3.96%
Select Fund
0.95%
for past year return
Amp Moderate Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$760,779,541
Past 1 Year Fund
0.95%
Select Fund
0.95%
for past year return
Amp Moderate Balanced Fund (Lifesteps)
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$524,195,355
Past 1 Year Fund
0.95%
Select Fund
0.91%
for past year return
Amp Australasian Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$6,428,155
Past 1 Year Fund
0.91%
Select Fund
1.14%
for past year return
Income Strategy
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$45,242,867
Past 1 Year Fund
1.14%
Select Fund
-0.28%
for past year return
Lifestages High Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$174,420,540
Past 1 Year Fund
-0.28%
Select Fund
-0.28%
for past year return
Lifestages Auto Option Age 0 34
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.14%
Value of Fund
$21,065,052
Past 1 Year Fund
-0.28%
Select Fund
1.60%
for past year return
Asb Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.15%
Value of Fund
$25,744,028
Past 1 Year Fund
1.60%
Select Fund
0.89%
for past year return
Amp Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.15%
Value of Fund
$1,003,678,042
Past 1 Year Fund
0.89%
Select Fund
0.89%
for past year return
Amp Balanced Fund (Lifesteps)
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.15%
Value of Fund
$338,981,773
Past 1 Year Fund
0.89%
Select Fund
15.18%
for past year return
Milford Kiwisaver Aggressive Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.15%
Value of Fund
$189,977,014
Past 1 Year Fund
15.18%
Select Fund
-0.18%
for past year return
Asset Class Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.15%
Value of Fund
$23,383,584
Past 1 Year Fund
-0.18%
Select Fund
5.67%
for past year return
Milford Active Growth Wholesale Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.16%
Value of Fund
$166,544,722
Past 1 Year Fund
5.67%
Select Fund
0.52%
for past year return
Amp Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.16%
Value of Fund
$785,202,051
Past 1 Year Fund
0.52%
Select Fund
0.52%
for past year return
Amp Growth Fund (Lifesteps)
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.16%
Value of Fund
$225,331,300
Past 1 Year Fund
0.52%
Select Fund
3.05%
for past year return
Anz Balanced Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.17%
Value of Fund
$285,496,224
Past 1 Year Fund
3.05%
Select Fund
2.25%
for past year return
Amp International Shares Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.17%
Value of Fund
$4,993,219
Past 1 Year Fund
2.25%
Select Fund
9.20%
for past year return
Glidepath Age 25
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.17%
Value of Fund
$641,179
Past 1 Year Fund
9.20%
Select Fund
9.20%
for past year return
Equity Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.17%
Value of Fund
$178,901,538
Past 1 Year Fund
9.20%
Select Fund
3.23%
for past year return
Russell Lifepointsâ® Target Date 2045 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.18%
Value of Fund
$21,397,333
Past 1 Year Fund
3.23%
Select Fund
-10.41%
for past year return
Amp Property Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.19%
Value of Fund
$6,131,013
Past 1 Year Fund
-10.41%
Select Fund
6.53%
for past year return
Glidepath Age 50
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.19%
Value of Fund
$2,635,835
Past 1 Year Fund
6.53%
Select Fund
2.96%
for past year return
Russell Lifepointsâ® Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.20%
Value of Fund
$51,752,540
Past 1 Year Fund
2.96%
Select Fund
2.58%
for past year return
Russell Lifepointsâ® Target Date 2055 Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.21%
Value of Fund
$1,472,917
Past 1 Year Fund
2.58%
Select Fund
1.60%
for past year return
Trans Tasman Share Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.22%
Value of Fund
$10,710,615
Past 1 Year Fund
1.60%
Select Fund
-1.54%
for past year return
Asset Class Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.22%
Value of Fund
$18,904,558
Past 1 Year Fund
-1.54%
Select Fund
6.99%
for past year return
Glidepath Age 30
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.23%
Value of Fund
$1,980,736
Past 1 Year Fund
6.99%
Select Fund
6.99%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.23%
Value of Fund
$2,319,744,069
Past 1 Year Fund
6.99%
Select Fund
3.23%
for past year return
Stepping Stones 65+
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.23%
Value of Fund
$3,890,373
Past 1 Year Fund
3.23%
Select Fund
3.23%
for past year return
Stepping Stones Growth 65+
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.23%
Value of Fund
$448,639
Past 1 Year Fund
3.23%
Select Fund
3.23%
for past year return
Conservative Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.23%
Value of Fund
$436,415,516
Past 1 Year Fund
3.23%
Select Fund
5.33%
for past year return
Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.24%
Value of Fund
$571,357,884
Past 1 Year Fund
5.33%
Select Fund
8.46%
for past year return
Socially Responsible Investment Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.25%
Value of Fund
$104,229,398
Past 1 Year Fund
8.46%
Select Fund
3.31%
for past year return
Stepping Stones 61 64
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.25%
Value of Fund
$8,830,960
Past 1 Year Fund
3.31%
Select Fund
3.31%
for past year return
Stepping Stones Growth 61 64
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.25%
Value of Fund
$2,927,903
Past 1 Year Fund
3.31%
Select Fund
3.39%
for past year return
Stepping Stones 56 60
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.27%
Value of Fund
$15,408,485
Past 1 Year Fund
3.39%
Select Fund
-0.36%
for past year return
Amp Aggressive Fund (Lifesteps)
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.27%
Value of Fund
$110,538,312
Past 1 Year Fund
-0.36%
Select Fund
-0.36%
for past year return
Amp Aggressive Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.27%
Value of Fund
$397,821,455
Past 1 Year Fund
-0.36%
Select Fund
5.30%
for past year return
Milford Kiwisaver Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.28%
Value of Fund
$457,248,157
Past 1 Year Fund
5.30%
Select Fund
2.35%
for past year return
Anz Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.28%
Value of Fund
$31,277,473
Past 1 Year Fund
2.35%
Select Fund
2.09%
for past year return
Mercer Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.28%
Value of Fund
$53,500,576
Past 1 Year Fund
2.09%
Select Fund
-4.37%
for past year return
Asset Class Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.29%
Value of Fund
$79,912,741
Past 1 Year Fund
-4.37%
Select Fund
6.65%
for past year return
Balanced Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.30%
Value of Fund
$386,652,673
Past 1 Year Fund
6.65%
Select Fund
6.17%
for past year return
Nikko Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.30%
Value of Fund
$11,168,047
Past 1 Year Fund
6.17%
Select Fund
13.54%
for past year return
Socially Responsible Investment High Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.30%
Value of Fund
$131,698,814
Past 1 Year Fund
13.54%
Select Fund
7.90%
for past year return
Shielded Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.33%
Value of Fund
$4,009,681
Past 1 Year Fund
7.90%
Select Fund
4.01%
for past year return
Stepping Stones 46 55
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.34%
Value of Fund
$35,203,021
Past 1 Year Fund
4.01%
Select Fund
4.01%
for past year return
Stepping Stones Growth 56 60
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.34%
Value of Fund
$12,547,554
Past 1 Year Fund
4.01%
Select Fund
7.56%
for past year return
High Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.35%
Value of Fund
$426,105,128
Past 1 Year Fund
7.56%
Select Fund
-0.48%
for past year return
Amp Ethical Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.35%
Value of Fund
$16,099,426
Past 1 Year Fund
-0.48%
Select Fund
8.40%
for past year return
Nikko Am Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.36%
Value of Fund
$23,542,919
Past 1 Year Fund
8.40%
Select Fund
5.80%
for past year return
Nikko Am Balanced Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.36%
Value of Fund
$87,707,343
Past 1 Year Fund
5.80%
Select Fund
11.71%
for past year return
International Share Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.38%
Value of Fund
$18,360,419
Past 1 Year Fund
11.71%
Select Fund
24.65%
for past year return
Sustainable International Share Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.40%
Value of Fund
$13,946,584
Past 1 Year Fund
24.65%
Select Fund
4.59%
for past year return
Stepping Stones 36 45
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.42%
Value of Fund
$29,187,919
Past 1 Year Fund
4.59%
Select Fund
4.59%
for past year return
Stepping Stones Growth 51 55
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.42%
Value of Fund
$14,318,568
Past 1 Year Fund
4.59%
Select Fund
4.01%
for past year return
Stepping Stones Growth 0 50
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.45%
Value of Fund
$41,538,518
Past 1 Year Fund
4.01%
Select Fund
4.01%
for past year return
Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.45%
Value of Fund
$783,055,350
Past 1 Year Fund
4.01%
Select Fund
5.18%
for past year return
Stepping Stones 0 35
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.51%
Value of Fund
$29,532,435
Past 1 Year Fund
5.18%
Select Fund
7.98%
for past year return
Cpp Fund No. 5
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.53%
Value of Fund
$19,291,911
Past 1 Year Fund
7.98%
Select Fund
7.93%
for past year return
Cpp Fund No. 4
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.53%
Value of Fund
$23,713,942
Past 1 Year Fund
7.93%
Select Fund
6.35%
for past year return
Focused Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.56%
Value of Fund
$1,025,747,820
Past 1 Year Fund
6.35%
Select Fund
5.62%
for past year return
Guaranteed Income Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.59%
Value of Fund
$12,192,071
Past 1 Year Fund
5.62%
Select Fund
1.49%
for past year return
Lifestages Capital Stable Portfolio
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.64%
Value of Fund
$139,257,847
Past 1 Year Fund
1.49%
Select Fund
7.88%
for past year return
Geared Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.68%
Value of Fund
$114,424,819
Past 1 Year Fund
7.88%
Select Fund
3.76%
for past year return
Lifecycle Age 75
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.68%
Value of Fund
$443,156
Past 1 Year Fund
3.76%
Select Fund
-1.36%
for past year return
Amp Global Multi Asset Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.70%
Value of Fund
$12,766,214
Past 1 Year Fund
-1.36%
Select Fund
4.14%
for past year return
Lifecycle Age 65
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.76%
Value of Fund
$7,120,139
Past 1 Year Fund
4.14%
Select Fund
3.68%
for past year return
Inflation Strategy
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.82%
Value of Fund
$65,284,210
Past 1 Year Fund
3.68%
Select Fund
15.60%
for past year return
Amanah Growth Fund
at 65 years of age
Retirement Balance
Total Annual Fees Paid
1.89%
Value of Fund
$25,315,339
Past 1 Year Fund
15.60%
Select Fund
5.60%
for past year return
Lifecycle Age 0 54
at 65 years of age
Retirement Balance
Total Annual Fees Paid
2.05%
Value of Fund
$190,677,888
Past 1 Year Fund
5.60%
Select Fund
5.99%
for past year return
Growth Strategy
at 65 years of age
Retirement Balance
Total Annual Fees Paid
2.13%
Value of Fund
$252,843,555
Past 1 Year Fund
5.99%
Select Fund