KiwiSaver Fund Performance
Compare the performance of different KiwiSaver funds over various time periods. Returns are to 30 September 2025 from Morningstar's Kiwisaver Survey.
- Returns are after fees but before tax and annualised where the period is more than one year.
- Past performance is not a guide to future performance. This year's best performers can easily be next year's worst.
- Understanding your risk profile, and the mix of growth and income assets is critical.
- Fees are the one constant that will always eat away at your returns. Take a close look at the cost of your KiwiSaver Scheme.
- Consider contributing only enough to maximize your employer match and government tax credits. For additional savings, check out our broker comparison, PIE vs ETF study, and savings account comparison for alternatives that give you more control over your investments.
Koura Bitcoin Fund
Single Sector - Miscellaneous
93.70%
1Y
(1/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 10.60% (31) | 93.70% (1) | 76.10% (1) | - | - | 1.10% (72) | $13.0M (212) |
GoalsGetter Amova ARK Disruptive Innovation
Single Sector - International Share
82.90%
1Y
(2/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 22.80% (4) | 82.90% (2) | 29.90% (2) | - | - | 1.45% (96) | $47.0M (156) |
SuperLife US Large Growth
Single Sector - US Equities
37.70%
1Y
(3/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.80% (13) | 37.70% (3) | 29.10% (3) | 18.80% (2) | 17.60% (1) | 0.57% (28) | $158.8M (101) |
Kernel S&P Global 100
Single Sector - International Share
34.40%
1Y
(4/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 16.40% (6) | 34.40% (4) | 27.20% (4) | - | - | 0.25% (8) | $69.6M (139) |
InvestNow Antipodes Global ValPIE
Single Sector - International Share
31.70%
1Y
(5/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.60% (14) | 31.70% (5) | 22.10% (11) | - | - | 1.25% (84) | $2.1M (267) |
Kernel Global ESG
Single Sector - International Share
29.30%
1Y
(6/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 11.70% (23) | 29.30% (6) | - | - | - | 0.25% (8) | ✓ | $12.5M (215) |
InvestNow Foundation Series US 500
Single Sector - US Equities
28.70%
1Y
(7/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.00% (17) | 28.70% (7) | - | - | - | 0.03% (1) | $57.1M (149) |
Additional fees: 0.5% entry , 0.5% exit
InvestNow Foundation Series Total World
Single Sector - International Share
28.50%
1Y
(8/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 12.50% (20) | 28.50% (8) | - | - | - | 0.07% (3) | $105.2M (118) |
Additional fees: 0.5% entry , 0.5% exit
SuperLife Overseas Shares
Single Sector - International Share
28.50%
1Y
(8/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 12.70% (18) | 28.50% (8) | 22.30% (9) | 16.80% (4) | 12.00% (6) | 0.58% (29) | $36.4M (170) |
SuperLife Total World
Single Sector - International Share
27.90%
1Y
(9/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 12.60% (19) | 27.90% (9) | 20.90% (16) | 15.70% (8) | 11.80% (8) | 0.58% (29) | $27.4M (186) |
SuperLife US 500
Single Sector - US Equities
27.80%
1Y
(10/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 12.10% (22) | 27.80% (10) | 22.40% (8) | 18.50% (3) | 15.00% (2) | 0.54% (25) | $111.1M (111) |
InvestNow Te Ahumairangi Global Equity
Single Sector - International Share
27.40%
1Y
(11/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.90% (35) | 27.40% (11) | 21.50% (13) | - | - | 0.62% (33) | $24.4M (190) |
Kernel S&P Global Clean Energy
Single Sector - International Share
26.90%
1Y
(12/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 29.80% (2) | 26.90% (12) | -1.10% (136) | - | - | 0.45% (17) | $1.1M (276) |
Koura Clean Energy
Single Sector - International Share
26.90%
1Y
(12/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 33.60% (1) | 26.90% (12) | -10.30% (138) | - | - | 1.10% (72) | $3.2M (259) |
InvestNow Russell Investment Global Shares
Single Sector - International Share
26.60%
1Y
(13/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.50% (15) | 26.60% (13) | 19.60% (21) | - | - | 0.89% (53) | $4.2M (252) |
QuayStreet International Equity
Single Sector - International Share
26.30%
1Y
(14/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 10.90% (29) | 26.30% (14) | 22.30% (9) | 16.80% (4) | 12.00% (6) | 1.15% (76) | $76.1M (133) |
SuperLife Emerging Markets
Single Sector - Miscellaneous
26.00%
1Y
(15/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 15.60% (7) | 26.00% (15) | 15.50% (36) | 9.60% (34) | 7.60% (36) | 0.73% (40) | $28.4M (183) |
SuperLife Australian Financials
Single Sector - Australasian Shares
25.30%
1Y
(16/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.80% (56) | 25.30% (16) | 22.20% (10) | 22.00% (1) | 10.40% (15) | 0.59% (30) | ✓ | $15.5M (207) |
Koura Emerging Markets Equities
Single Sector - Miscellaneous
25.00%
1Y
(17/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 10.10% (34) | 25.00% (17) | 13.60% (50) | 9.10% (37) | - | 0.63% (34) | ✓ | $26.2M (188) |
OneAnswer International Share
Single Sector - International Share
23.50%
1Y
(18/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 11.10% (27) | 23.50% (18) | 16.10% (32) | 11.90% (20) | 11.20% (11) | 1.00% (63) | $86.2M (125) |
InvestNow Clarity Global Shares
Single Sector - International Share
23.30%
1Y
(19/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.80% (40) | 23.30% (19) | 23.20% (7) | - | - | 1.06% (69) | $4.1M (253) |
SuperLife Europe
Single Sector - Miscellaneous
23.30%
1Y
(19/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.90% (65) | 23.30% (19) | 21.60% (12) | 13.50% (15) | 8.00% (34) | 0.59% (30) | $14.1M (209) |
GoalsGetter Amova Global Shares
Single Sector - International Share
23.20%
1Y
(20/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.90% (65) | 23.20% (20) | 18.90% (24) | 14.00% (12) | - | 1.35% (93) | $11.3M (219) |
SuperLife Australian Mid Cap
Single Sector - Australasian Shares
23.00%
1Y
(21/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 17.40% (5) | 23.00% (21) | 15.00% (40) | 14.30% (10) | 12.50% (5) | 0.59% (30) | $34.2M (176) |
QuayStreet High Growth Fund
Aggressive
22.70%
1Y
(22/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.80% (40) | 22.70% (22) | - | - | - | 1.31% (89) | $33.1M (178) |
SuperLife US Mid Cap
Single Sector - US Equities
22.10%
1Y
(23/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.40% (43) | 22.10% (23) | 15.80% (35) | 14.40% (9) | 11.40% (10) | 0.57% (28) | ✓ | $5.5M (246) |
Kernel Global Infrastructure
Single Sector - International Share
21.90%
1Y
(24/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.40% (60) | 21.90% (24) | 12.80% (55) | - | - | 0.25% (8) | $2.0M (268) |
SuperLife Australian Dividend
Single Sector - Australasian Shares
21.70%
1Y
(25/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 10.70% (30) | 21.70% (25) | 16.10% (32) | 13.80% (13) | 7.50% (37) | 0.59% (30) | $2.1M (267) |
OneAnswer Sustainable Interest Share
Single Sector - International Share
21.60%
1Y
(26/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 11.00% (28) | 21.60% (26) | 20.60% (17) | 15.90% (7) | 14.30% (3) | 0.95% (59) | ✓ | $69.4M (140) |
InvestNow T. Rowe Price Global Equity Growth
Single Sector - International Share
21.50%
1Y
(27/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 10.60% (31) | 21.50% (27) | 17.70% (26) | - | - | 1.20% (79) | $10.2M (223) |
Kernel S&P Global 100 NZD Hedged
Single Sector - International Share Hedged
21.50%
1Y
(27/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 11.40% (25) | 21.50% (27) | - | - | - | 0.25% (8) | $9.6M (226) |
SuperLife NZ Dividend
Single Sector - Australasian Shares
21.50%
1Y
(27/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.30% (16) | 21.50% (27) | 8.30% (91) | 7.20% (52) | 8.90% (26) | 0.59% (30) | $3.8M (255) |
AMP International Shares
Single Sector - International Share Hedged
21.20%
1Y
(28/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 9.20% (37) | 21.20% (28) | 21.10% (15) | 14.30% (10) | - | 0.76% (42) | ✓ | $42.6M (162) |
Kernel NZ Small & Mid Cap Opps
Single Sector - Australasian Shares
21.20%
1Y
(28/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.20% (37) | 21.20% (28) | 5.90% (114) | - | - | 0.25% (8) | $0.7M (280) |
AMP International Shares No. 2
Single Sector - International Share Hedged
21.10%
1Y
(29/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 9.20% (37) | 21.10% (29) | 21.20% (14) | 14.40% (9) | - | 0.76% (42) | ✓ | $59.1M (147) |
Koura US Equities
Single Sector - US Equities
20.30%
1Y
(30/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 10.30% (33) | 20.30% (30) | 25.50% (5) | 16.20% (6) | - | 0.63% (34) | ✓ | $158.4M (102) |
InvestNow KiwiSaver Mercer All Country Global Shares Index
Single Sector - International Share Hedged
18.80%
1Y
(31/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.80% (40) | 18.80% (31) | 20.50% (18) | - | - | 0.46% (18) | $21.1M (194) |
AMP International Shares No.3
Single Sector - Miscellaneous
18.80%
1Y
(31/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.30% (36) | 18.80% (31) | 15.10% (39) | 7.60% (49) | - | 0.77% (43) | $7.5M (237) |
SuperLife US Large Value
Single Sector - US Equities
18.70%
1Y
(32/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.80% (40) | 18.70% (32) | 15.00% (40) | 16.70% (5) | 11.90% (7) | 0.57% (28) | $12.1M (217) |
SuperLife NZ Mid Cap
Single Sector - Australasian Shares
18.00%
1Y
(33/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 10.50% (32) | 18.00% (33) | 7.10% (102) | 4.50% (72) | 9.80% (18) | 0.59% (30) | $7.6M (236) |
Kernel High Growth
Aggressive
17.90%
1Y
(34/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.90% (39) | 17.90% (34) | 18.00% (25) | - | - | 0.25% (8) | ✓ | $380.9M (77) |
AMP Aggressive
Aggressive
17.60%
1Y
(35/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.20% (45) | 17.60% (35) | 16.10% (32) | 10.10% (30) | 9.40% (22) | 0.79% (45) | ✓ | $1075.7M (31) |
ASB Aggressive Fund
Aggressive
17.30%
1Y
(36/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.90% (39) | 17.30% (36) | - | - | - | 0.75% (41) | ✓ | $967.5M (34) |
Kernel Global ESG NZD Hedged
Single Sector - International Share Hedged
17.30%
1Y
(36/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.00% (54) | 17.30% (36) | - | - | - | 0.25% (8) | ✓ | $4.4M (251) |
SuperLife US Small Cap
Single Sector - US Equities
17.30%
1Y
(36/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 11.60% (24) | 17.30% (36) | 14.10% (47) | 14.10% (11) | 10.40% (15) | 0.57% (28) | ✓ | $6.1M (242) |
QuayStreet Growth
Growth
17.20%
1Y
(37/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.90% (55) | 17.20% (37) | 15.50% (36) | 11.50% (21) | 9.10% (25) | 1.26% (85) | $383.5M (76) |
InvestNow Salt Enhanced Prop
Single Sector - Property
17.00%
1Y
(38/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 14.40% (10) | 17.00% (38) | 6.30% (110) | - | - | 1.05% (68) | $2.1M (267) |
Simplicity High Growth
Aggressive
16.90%
1Y
(39/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.40% (43) | 16.90% (39) | - | - | - | 0.24% (7) | ✓ | $1344.3M (27) |
QuayStreet Socially Responsible Investment
Balanced
16.80%
1Y
(40/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.50% (69) | 16.80% (40) | 14.80% (42) | 9.40% (35) | 7.60% (36) | 1.00% (63) | ✓ | $42.5M (163) |
Kernel S&P Global Dividend Aristocrats
Single Sector - International Share
16.80%
1Y
(40/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.30% (36) | 16.80% (40) | 13.00% (53) | - | - | 0.25% (8) | $3.5M (258) |
NZ Defence Force Shares
Single Sector - International Share Replicated
16.80%
1Y
(40/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.80% (40) | 16.80% (40) | 16.20% (31) | 10.40% (28) | - | 0.99% (62) | $42.8M (161) |
InvestNow Foundation Series Hedged Total World
Single Sector - International Share Hedged
16.60%
1Y
(41/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.70% (49) | 16.60% (41) | - | - | - | 0.07% (3) | $15.3M (208) |
Additional fees: 0.5% entry , 0.5% exit
SuperLife High Growth
Aggressive
16.40%
1Y
(42/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.70% (41) | 16.40% (42) | 16.10% (32) | 11.30% (23) | 9.50% (21) | 0.63% (34) | $767.1M (49) |
Kernel NZ Commercial Property
Single Sector - Property
16.40%
1Y
(42/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 15.20% (8) | 16.40% (42) | 6.10% (112) | - | - | 0.25% (8) | $0.9M (278) |
SuperLife Overseas Shares Currency Hedged
Single Sector - International Share Hedged
16.30%
1Y
(43/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.90% (47) | 16.30% (43) | 21.10% (15) | 14.10% (11) | 10.90% (12) | 0.58% (29) | $30.9M (182) |
InvestNow Foundation Series Hedged US 500
Single Sector - US Equities
16.00%
1Y
(44/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.80% (48) | 16.00% (44) | - | - | - | 0.03% (1) | $8.5M (230) |
Additional fees: 0.5% entry , 0.5% exit
MAS Global Equities
Single Sector - International Share
15.80%
1Y
(45/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.80% (40) | 15.80% (45) | 17.00% (28) | 10.60% (27) | 10.40% (15) | 0.99% (62) | $178.4M (99) |
SuperLife Total World (NZD Hedged)
Single Sector - International Share Hedged
15.80%
1Y
(45/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.80% (48) | 15.80% (45) | 20.00% (19) | 12.80% (18) | - | 0.58% (29) | $6.2M (241) |
Kernel S&P 500 NZD Hedged
Single Sector - US Equities
15.70%
1Y
(46/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.80% (48) | 15.70% (46) | 23.40% (6) | - | - | 0.25% (8) | $31.9M (179) |
BNZ High Growth Fund
Aggressive
15.60%
1Y
(47/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.00% (46) | 15.60% (47) | - | - | - | 0.45% (17) | ✓ | $406.3M (72) |
Westpac High Growth Fund
Aggressive
15.60%
1Y
(47/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.30% (44) | 15.60% (47) | - | - | - | 0.70% (38) | $772.6M (48) |
ASB Scheme's Growth
Growth
15.20%
1Y
(48/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.80% (48) | 15.20% (48) | 14.80% (42) | 9.30% (36) | 9.20% (24) | 0.70% (38) | ✓ | $7011.5M (2) |
AMP Growth
Growth
15.10%
1Y
(49/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.20% (52) | 15.10% (49) | 14.70% (43) | 8.90% (39) | 8.50% (30) | 0.79% (45) | ✓ | $1281.5M (28) |
AMP Growth No.2
Aggressive - Replicated
15.10%
1Y
(49/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.20% (52) | 15.10% (49) | 12.50% (58) | 6.30% (58) | - | 0.79% (45) | ✓ | $43.8M (159) |
NZ Defence Force High Growth
Aggressive - Replicated
15.10%
1Y
(49/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.00% (46) | 15.10% (49) | 15.30% (37) | 9.70% (33) | - | 0.96% (60) | ✓ | $72.8M (137) |
InvestNow Russell Investment H Global Shares
Single Sector - International Share Hedged
15.10%
1Y
(49/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.90% (39) | 15.10% (49) | 19.00% (23) | - | - | 0.92% (56) | $1.2M (275) |
MAS Aggressive
Aggressive
15.00%
1Y
(50/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.50% (42) | 15.00% (50) | 16.00% (33) | 9.60% (34) | 9.50% (21) | 0.99% (62) | ✓ | $267.1M (92) |
AMP Global Select Growth Fund
Growth - Replicated
14.90%
1Y
(51/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.80% (48) | 14.90% (51) | 13.00% (53) | 8.40% (42) | - | 0.79% (45) | ✓ | $106.7M (116) |
SuperLife NZ Property
Single Sector - Property
14.90%
1Y
(51/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 14.60% (9) | 14.90% (51) | 5.10% (121) | 0.80% (100) | - | 0.59% (30) | $9.3M (228) |
Generate Focused Growth Fund
Aggressive
14.80%
1Y
(52/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.20% (62) | 14.80% (52) | 18.00% (25) | 10.20% (29) | 10.20% (17) | 1.27% (86) | ✓ | $4507.6M (5) |
QuayStreet International Equity NZD Hedged Fund
Single Sector - International Share Hedged
14.80%
1Y
(52/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.30% (61) | 14.80% (52) | - | - | - | 1.15% (76) | $2.3M (266) |
Booster Socially Responsible Geared Growth
Single Sector - Miscellaneous
14.80%
1Y
(52/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.50% (42) | 14.80% (52) | 19.90% (20) | - | - | 1.64% (100) | ✓ | $141.0M (105) |
Mercer Sustainable Shares
Single Sector - International Share
14.70%
1Y
(53/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.80% (48) | 14.70% (53) | 15.90% (34) | 10.00% (31) | 10.30% (16) | 0.95% (59) | $77.0M (131) |
SBS Wealth High Growth
Aggressive
14.60%
1Y
(54/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.30% (44) | 14.60% (54) | 16.70% (29) | 10.70% (26) | 9.20% (24) | 1.17% (77) | ✓ | $469.1M (65) |
InvestNow Generate Focused Growth Fund
Aggressive - Replicated
14.50%
1Y
(55/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.20% (62) | 14.50% (55) | - | - | - | 1.41% (95) | ✓ | $9.8M (225) |
SuperLife S&P/ASX 200
Single Sector - Australasian Shares
14.50%
1Y
(55/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.20% (37) | 14.50% (55) | 14.20% (46) | 12.90% (17) | - | 0.59% (30) | $5.4M (247) |
Simplicity Growth Fund
Growth
14.20%
1Y
(56/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.00% (54) | 14.20% (56) | 15.50% (36) | 9.10% (37) | - | 0.24% (7) | ✓ | $2787.2M (14) |
QuayStreet Balanced
Balanced
14.10%
1Y
(57/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.70% (67) | 14.10% (57) | 13.20% (52) | 9.40% (35) | 7.80% (35) | 1.01% (64) | $191.5M (98) |
Kernel Growth Fund
Growth
14.00%
1Y
(58/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.00% (54) | 14.00% (58) | - | - | - | 0.25% (8) | ✓ | $1.5M (272) |
Sharesies Smartshares Growth
Growth - Replicated
14.00%
1Y
(58/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.30% (51) | 14.00% (58) | - | - | - | 0.51% (22) | $85.8M (126) |
InvestNow Kiwisaver Smart Growth
Growth - Replicated
13.90%
1Y
(59/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.30% (51) | 13.90% (59) | 13.90% (48) | - | - | 0.51% (22) | $9.9M (224) |
Booster Geared Growth
Single Sector - Miscellaneous
13.90%
1Y
(59/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.80% (40) | 13.90% (59) | 17.70% (26) | 11.00% (24) | 11.70% (9) | 1.74% (101) | ✓ | $683.4M (53) |
Milford Active Growth Fund
Growth
13.80%
1Y
(60/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.20% (71) | 13.80% (60) | 14.50% (44) | 11.00% (24) | 10.80% (13) | 1.25% (84) | ✓ | $7963.9M (1) |
SuperLife Growth
Growth
13.80%
1Y
(60/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.30% (51) | 13.80% (60) | 13.80% (49) | 9.30% (36) | 8.40% (31) | 0.61% (32) | $80.0M (128) |
InvestNow Foundation Series Growth
Growth
13.70%
1Y
(61/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.50% (59) | 13.70% (61) | 14.40% (45) | 9.40% (35) | - | 0.37% (14) | $38.2M (168) |
Additional fees: 0.5% entry , 0.5% exit
MAS Growth
Growth
13.70%
1Y
(61/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.50% (50) | 13.70% (61) | 14.70% (43) | 8.60% (40) | 8.70% (28) | 0.99% (62) | ✓ | $536.8M (62) |
InvestNow Milford Active Growth
Growth - Replicated
13.60%
1Y
(62/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.10% (72) | 13.60% (62) | 14.50% (44) | - | - | 1.20% (79) | ✓ | $74.0M (136) |
QuayStreet Altum
Single Sector - Australasian Shares
13.60%
1Y
(62/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 8.00% (46) | 13.60% (62) | 12.20% (61) | 9.40% (35) | 8.40% (31) | 1.33% (91) | $15.9M (205) |
BNZ Growth Fund
Growth
13.40%
1Y
(63/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.80% (56) | 13.40% (63) | 15.00% (40) | 8.40% (42) | 9.40% (22) | 0.45% (17) | ✓ | $2093.4M (20) |
Summer Global Equities
Single Sector - International Share
13.30%
1Y
(64/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.70% (67) | 13.30% (64) | 19.20% (22) | 8.00% (46) | - | 0.90% (54) | $41.2M (164) |
AMP Milford Active Growth Fund
Growth - Replicated
13.20%
1Y
(65/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.00% (73) | 13.20% (65) | 13.60% (50) | - | - | 1.64% (100) | $105.6M (117) |
Mercer Sustainable High Growth
Aggressive
13.20%
1Y
(65/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.90% (55) | 13.20% (65) | 14.20% (46) | 9.80% (32) | 9.50% (21) | 0.89% (53) | ✓ | $438.4M (67) |
Summer Listed Property
Single Sector - Property
13.20%
1Y
(65/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.90% (12) | 13.20% (65) | 5.00% (122) | 1.80% (93) | - | 0.90% (54) | $8.3M (232) |
AMP Global Select Balanced Growth Fund
Growth - Replicated
13.10%
1Y
(66/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.80% (56) | 13.10% (66) | 11.60% (67) | 6.90% (54) | 7.40% (38) | 2.85% (102) | ✓ | $318.6M (83) |
Sharesies Milford Aggressive
Aggressive - Replicated
13.10%
1Y
(66/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.70% (67) | 13.10% (66) | - | - | - | 1.15% (76) | ✓ | $149.1M (103) |
Westpac Growth Fund
Growth
13.00%
1Y
(67/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.00% (54) | 13.00% (67) | 13.90% (48) | 8.00% (46) | 8.40% (31) | 0.55% (26) | $3545.0M (10) |
Milford Aggressive
Aggressive
13.00%
1Y
(67/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.60% (68) | 13.00% (67) | 15.30% (37) | 10.70% (26) | - | 1.15% (76) | ✓ | $2768.2M (15) |
InvestNow Milford Aggressive Fund
Aggressive - Replicated
12.90%
1Y
(68/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.70% (67) | 12.90% (68) | - | - | - | 1.15% (76) | $8.4M (231) |
Kernel Balanced Fund
Balanced
12.80%
1Y
(69/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.20% (62) | 12.80% (69) | - | - | - | 0.25% (8) | ✓ | $34.5M (174) |
Booster Socially Responsible High Growth
Aggressive
12.80%
1Y
(69/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.70% (57) | 12.80% (69) | 16.40% (30) | 9.80% (32) | 10.70% (14) | 1.24% (83) | ✓ | $864.6M (42) |
AMP Milford Agressive Fund
Aggressive - Replicated
12.70%
1Y
(70/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.50% (69) | 12.70% (70) | 14.70% (43) | - | - | 1.49% (97) | $79.7M (129) |
ASB Scheme's Balanced
Balanced
12.60%
1Y
(71/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.40% (60) | 12.60% (71) | 12.60% (57) | 7.20% (52) | 7.60% (36) | 0.65% (36) | ✓ | $4526.4M (4) |
Generate Growth Fund
Growth
12.50%
1Y
(72/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.50% (69) | 12.50% (72) | 14.90% (41) | 9.00% (38) | 9.30% (23) | 1.25% (84) | ✓ | $2100.7M (19) |
GoalsGetter Amova Growth
Growth
12.50%
1Y
(72/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.40% (60) | 12.50% (72) | 12.60% (57) | 6.30% (58) | - | 1.29% (88) | $12.4M (216) |
Sharesies Pie Global Growth 2
Single Sector - International Share
12.50%
1Y
(72/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 8.90% (39) | 12.50% (72) | - | - | - | 1.52% (99) | ✓ | $65.2M (142) |
AMP Balanced
Balanced
12.40%
1Y
(73/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.80% (66) | 12.40% (73) | 12.20% (61) | 6.80% (55) | 6.80% (42) | 0.79% (45) | ✓ | $1368.3M (26) |
AMP Balanced Fund No.2
Balanced - Replicated
12.40%
1Y
(73/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.80% (66) | 12.40% (73) | 12.10% (62) | 7.30% (51) | - | 0.76% (42) | $34.9M (172) |
SuperLife Australian Top 20
Single Sector - Australasian Shares
12.40%
1Y
(73/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 9.20% (37) | 12.40% (73) | 14.40% (45) | 14.40% (9) | 9.60% (20) | 0.59% (30) | ✓ | $6.7M (239) |
AMP Balanced No. 4
Growth - Replicated
12.30%
1Y
(74/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.80% (66) | 12.30% (74) | 10.50% (75) | 4.90% (68) | 6.30% (46) | 0.79% (45) | $79.2M (130) |
NZ Defence Force Growth
Growth - Replicated
12.30%
1Y
(74/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.90% (55) | 12.30% (74) | 13.30% (51) | 8.10% (45) | - | 0.88% (52) | ✓ | $59.5M (146) |
ANZ High Growth
Aggressive
12.30%
1Y
(74/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.90% (55) | 12.30% (74) | - | - | - | 0.99% (62) | ✓ | $667.6M (57) |
ANZ Default High Growth
Aggressive - Replicated
12.30%
1Y
(74/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.90% (55) | 12.30% (74) | - | - | - | 0.99% (62) | ✓ | $43.9M (158) |
OneAnswer High Growth
Aggressive - Replicated
12.30%
1Y
(74/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.90% (55) | 12.30% (74) | - | - | - | 0.99% (62) | ✓ | $58.8M (148) |
Kernel NZ 50 ESG Tilted
Single Sector - Australasian Shares
12.30%
1Y
(74/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.80% (48) | 12.30% (74) | 9.30% (84) | - | - | 0.25% (8) | $1.3M (274) |
SuperLife Australian Property
Single Sector - Australasian Shares
12.20%
1Y
(75/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 12.20% (21) | 12.20% (75) | 12.80% (55) | 8.50% (41) | 6.60% (44) | 0.59% (30) | ✓ | $3.9M (254) |
AMP SuperLife Growth
Growth - Replicated
12.00%
1Y
(76/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.80% (56) | 12.00% (76) | 12.90% (54) | 8.20% (44) | - | 1.10% (72) | ✓ | $75.7M (134) |
Sharesies Smartshares Balanced
Balanced - Replicated
11.80%
1Y
(77/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.10% (63) | 11.80% (77) | - | - | - | 0.50% (21) | $35.3M (171) |
Booster High Growth
Aggressive
11.80%
1Y
(77/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.00% (54) | 11.80% (77) | 14.50% (44) | 9.30% (36) | 9.50% (21) | 1.34% (92) | ✓ | $933.5M (37) |
SuperLife Australian Shares
Single Sector - Australasian Shares
11.80%
1Y
(77/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.30% (61) | 11.80% (77) | 14.70% (43) | 13.70% (14) | 9.70% (19) | 0.59% (30) | $23.9M (192) |
Fisher Funds Plan Default
Default Options
11.70%
1Y
(78/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.10% (63) | 11.70% (78) | 12.30% (60) | - | - | 0.37% (14) | $955.0M (35) |
Fisher Funds Plan Default
Balanced
11.70%
1Y
(78/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.10% (63) | 11.70% (78) | 12.30% (60) | - | - | 0.37% (14) | $955.0M (35) |
Koura Rest of World Equities
Single Sector - International Share
11.70%
1Y
(78/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.30% (80) | 11.70% (78) | 17.50% (27) | 10.80% (25) | - | 0.63% (34) | ✓ | $49.9M (153) |
SuperLife UK Cash
Single Sector - Miscellaneous
11.70%
1Y
(78/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.90% (93) | 11.70% (78) | 8.70% (88) | 4.90% (68) | 0.00% (78) | 0.49% (20) | $2.9M (261) |
SuperLife Balanced
Balanced
11.60%
1Y
(79/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.10% (63) | 11.60% (79) | 11.40% (68) | 7.30% (51) | 7.20% (39) | 0.60% (31) | $81.7M (127) |
SuperLife Australian Resources
Single Sector - Australasian Shares
11.60%
1Y
(79/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 24.80% (3) | 11.60% (79) | 9.30% (84) | 13.00% (16) | 13.50% (4) | 0.59% (30) | $17.3M (203) |
BNZ Default
Default Options
11.50%
1Y
(80/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.80% (66) | 11.50% (80) | 12.70% (56) | - | - | 0.35% (13) | ✓ | $849.4M (43) |
BNZ Default
Balanced
11.50%
1Y
(80/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.80% (66) | 11.50% (80) | 12.70% (56) | - | - | 0.35% (13) | ✓ | $849.4M (43) |
InvestNow Foundation Series Balanced
Balanced
11.40%
1Y
(81/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.30% (70) | 11.40% (81) | 12.10% (62) | 7.00% (53) | - | 0.37% (14) | $13.2M (211) |
Additional fees: 0.5% entry , 0.5% exit
Milford Balanced Fund
Balanced
11.40%
1Y
(81/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.80% (84) | 11.40% (81) | 10.70% (73) | 8.20% (44) | 8.60% (29) | 1.07% (70) | $2163.3M (18) |
Pie Growth
Growth
11.40%
1Y
(81/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.10% (53) | 11.40% (81) | 15.20% (38) | 5.50% (65) | - | 0.99% (62) | $455.7M (66) |
MAS Balanced
Balanced
11.30%
1Y
(82/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.10% (63) | 11.30% (82) | 12.40% (59) | 6.60% (56) | 7.00% (41) | 0.99% (62) | ✓ | $423.6M (71) |
JMI Wealth Growth
Growth
11.30%
1Y
(82/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.80% (66) | 11.30% (82) | 12.10% (62) | - | - | 1.29% (88) | ✓ | $11.8M (218) |
Mercer Sustainable Growth
Growth
11.30%
1Y
(82/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.00% (64) | 11.30% (82) | 12.60% (57) | 8.30% (43) | 8.30% (32) | 0.84% (48) | ✓ | $299.6M (86) |
JMI Wealth Balanced
Balanced
11.20%
1Y
(83/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.80% (66) | 11.20% (83) | 10.30% (76) | - | - | 1.23% (82) | $3.7M (256) |
Simplicity Default
Default Options
11.10%
1Y
(84/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.70% (67) | 11.10% (84) | 12.60% (57) | - | - | 0.24% (7) | ✓ | $676.1M (55) |
BNZ Balanced Fund
Balanced
11.10%
1Y
(84/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.60% (68) | 11.10% (84) | 12.70% (56) | 6.40% (57) | 7.50% (37) | 0.45% (17) | $996.7M (33) |
Simplicity Default
Balanced
11.10%
1Y
(84/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.70% (67) | 11.10% (84) | 12.60% (57) | - | - | 0.24% (7) | ✓ | $676.1M (55) |
Booster Shielded Growth
Aggressive
11.10%
1Y
(84/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.70% (57) | 11.10% (84) | 13.20% (52) | 8.20% (44) | - | 1.35% (93) | ✓ | $13.5M (210) |
SuperLife Ethica
Balanced
11.00%
1Y
(85/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.00% (64) | 11.00% (85) | 11.70% (66) | 7.60% (49) | 7.60% (36) | 0.70% (38) | ✓ | $74.7M (135) |
Simplicity Balanced Fund
Balanced
10.90%
1Y
(86/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.60% (68) | 10.90% (86) | 12.50% (58) | 6.40% (57) | - | 0.24% (7) | ✓ | $777.2M (47) |
Westpac Balanced Fund
Balanced
10.80%
1Y
(87/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.80% (66) | 10.80% (87) | 11.90% (64) | 6.40% (57) | 7.00% (41) | 0.50% (21) | $2368.3M (17) |
InvestNow Milford Balanced
Balanced - Replicated
10.80%
1Y
(87/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.70% (85) | 10.80% (87) | 10.30% (76) | - | - | 1.06% (69) | $31.3M (181) |
OneAnswer Australasian Property
Single Sector - Property
10.80%
1Y
(87/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.60% (14) | 10.80% (87) | 3.80% (133) | 0.50% (102) | 6.00% (47) | 1.03% (66) | $19.1M (197) |
Generate Balanced Fund
Balanced
10.70%
1Y
(88/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.80% (75) | 10.70% (88) | 11.90% (64) | - | - | 1.24% (83) | $396.5M (74) |
ANZ Growth
Growth
10.70%
1Y
(88/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.10% (63) | 10.70% (88) | 11.90% (64) | 7.70% (48) | 8.20% (33) | 0.99% (62) | ✓ | $5436.1M (3) |
GoalsGetter Amova Balanced
Growth
10.70%
1Y
(88/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.50% (69) | 10.70% (88) | 10.60% (74) | 4.90% (68) | - | 1.14% (75) | $6.6M (240) |
ANZ Default Scheme-Growth
Growth - Replicated
10.70%
1Y
(88/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.10% (63) | 10.70% (88) | 11.90% (64) | 7.70% (48) | 8.20% (33) | 0.99% (62) | ✓ | $297.5M (87) |
OneAnswer Growth Fund
Growth - Replicated
10.70%
1Y
(88/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.10% (63) | 10.70% (88) | 11.90% (64) | 7.70% (48) | 8.20% (33) | 0.99% (62) | ✓ | $616.9M (60) |
Booster Socially Responsible Growth
Growth
10.60%
1Y
(89/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.70% (67) | 10.60% (89) | 13.80% (49) | - | - | 1.23% (82) | ✓ | $110.8M (112) |
Booster Default Saver
Default Options
10.50%
1Y
(90/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.10% (72) | 10.50% (90) | 12.40% (59) | - | - | 0.35% (13) | ✓ | $719.3M (52) |
Booster Default Saver
Balanced
10.50%
1Y
(90/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.10% (72) | 10.50% (90) | 12.40% (59) | - | - | 0.35% (13) | ✓ | $719.3M (52) |
Kernel Global Infrastructure NZD Hedged
Single Sector - International Share Hedged
10.50%
1Y
(90/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.10% (101) | 10.50% (90) | - | - | - | 0.25% (8) | $1.3M (274) |
AMP Milford Balanced Fund
Balanced - Replicated
10.40%
1Y
(91/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.50% (87) | 10.40% (91) | 9.80% (81) | - | - | 1.35% (93) | $72.2M (138) |
NZ Defence Force Balanced
Balanced - Replicated
10.30%
1Y
(92/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.80% (66) | 10.30% (92) | 11.00% (70) | 6.10% (60) | - | 0.81% (47) | $126.4M (109) |
Summer Growth Selection
Growth
10.20%
1Y
(93/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.80% (66) | 10.20% (93) | 12.00% (63) | 7.00% (53) | - | 0.90% (54) | ✓ | $114.8M (110) |
ASB Scheme's Moderate
Moderate
10.10%
1Y
(94/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.00% (73) | 10.10% (94) | 10.00% (79) | 4.80% (69) | 5.60% (49) | 0.60% (31) | $3077.9M (12) |
InvestNow Castle Point 5 Oceans
Balanced
10.10%
1Y
(94/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.30% (80) | 10.10% (94) | 7.00% (103) | - | - | 1.32% (90) | $0.3M (283) |
AMP Mercer Balanced
Balanced - Replicated
10.00%
1Y
(95/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.10% (72) | 10.00% (95) | 10.20% (77) | 6.00% (61) | 6.50% (45) | 0.79% (45) | $60.3M (145) |
Westpac Default Balanced
Default Options
9.90%
1Y
(96/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.10% (72) | 9.90% (96) | 11.00% (70) | - | - | 0.40% (15) | $1002.8M (32) |
Westpac Default Balanced
Balanced
9.90%
1Y
(96/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.10% (72) | 9.90% (96) | 11.00% (70) | - | - | 0.40% (15) | $1002.8M (32) |
AMP SuperLife Balanced Fund
Balanced - Replicated
9.90%
1Y
(96/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.50% (69) | 9.90% (96) | 10.90% (71) | 6.10% (60) | - | 1.05% (68) | $43.4M (160) |
Booster Growth
Growth
9.70%
1Y
(97/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.90% (65) | 9.70% (97) | 12.30% (60) | 7.60% (49) | 8.30% (32) | 1.28% (87) | ✓ | $779.3M (46) |
SuperLife Default
Default Options
9.60%
1Y
(98/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.80% (75) | 9.60% (98) | 10.90% (71) | - | - | 0.20% (6) | ✓ | $721.1M (51) |
SuperLife Default
Balanced
9.60%
1Y
(98/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.80% (75) | 9.60% (98) | 10.90% (71) | - | - | 0.20% (6) | ✓ | $721.1M (51) |
AMP Moderate
Moderate
9.50%
1Y
(99/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.50% (78) | 9.50% (99) | 9.30% (84) | 4.50% (72) | 5.00% (53) | 0.79% (45) | ✓ | $803.5M (44) |
Mercer Sustainable Balanced
Balanced
9.50%
1Y
(99/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.00% (73) | 9.50% (99) | 10.50% (75) | 6.30% (58) | 6.70% (43) | 0.75% (41) | ✓ | $683.0M (54) |
Generate Moderate
Moderate
9.40%
1Y
(100/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.00% (82) | 9.40% (100) | 9.90% (80) | 5.60% (64) | 6.00% (47) | 1.14% (75) | $756.3M (50) |
InvestNow Pathfinder Ethical Growth
Growth - Replicated
9.40%
1Y
(100/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.80% (75) | 9.40% (100) | 12.10% (62) | - | - | 1.33% (91) | $8.0M (234) |
Sharesies Pathfinder Ethical Growth
Growth - Replicated
9.40%
1Y
(100/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.80% (75) | 9.40% (100) | - | - | - | 1.32% (90) | $33.1M (178) |
Pie Balanced
Balanced
9.30%
1Y
(101/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.30% (61) | 9.30% (101) | 12.60% (57) | 4.70% (70) | - | 0.86% (50) | $61.2M (143) |
Aurora Growth Fund
Growth
9.20%
1Y
(102/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.50% (78) | 9.20% (102) | 10.90% (71) | - | - | 1.50% (98) | $301.5M (85) |
ANZ Balanced Growth
Growth
9.10%
1Y
(103/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.10% (72) | 9.10% (103) | 10.50% (75) | 6.30% (58) | 7.10% (40) | 0.95% (59) | ✓ | $3925.1M (7) |
Pathfinder Growth Fund
Growth
9.10%
1Y
(103/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.90% (74) | 9.10% (103) | 12.00% (63) | 9.10% (37) | - | 1.28% (87) | $376.8M (79) |
ANZ Default Scheme-Balanced Growth
Growth - Replicated
9.10%
1Y
(103/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.10% (72) | 9.10% (103) | 10.50% (75) | 6.30% (58) | 7.10% (40) | 0.95% (59) | ✓ | $290.4M (88) |
OneAnswer Balanced Growth
Growth - Replicated
9.10%
1Y
(103/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.10% (72) | 9.10% (103) | 10.50% (75) | 6.30% (58) | 7.10% (40) | 0.95% (59) | ✓ | $594.2M (61) |
Milford Moderate Fund
Moderate
8.90%
1Y
(104/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.70% (95) | 8.90% (104) | 9.10% (86) | 6.00% (61) | - | 0.96% (60) | $267.0M (93) |
Fisher TWO Scheme-Equity
Aggressive - Replicated
8.90%
1Y
(104/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.50% (78) | 8.90% (104) | 14.50% (44) | 9.40% (35) | 10.90% (12) | 1.14% (75) | $352.1M (80) |
MAS Moderate
Moderate
8.80%
1Y
(105/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.60% (77) | 8.80% (105) | 10.10% (78) | 4.70% (70) | 5.50% (50) | 0.95% (59) | $90.4M (123) |
SuperLife NZ Shares
Single Sector - Australasian Shares
8.70%
1Y
(106/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.50% (59) | 8.70% (106) | 5.50% (117) | 3.80% (78) | 8.20% (33) | 0.59% (30) | $25.2M (189) |
SuperLife NZ Top 50
Single Sector - Australasian Shares
8.70%
1Y
(106/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.50% (59) | 8.70% (106) | 5.50% (117) | 3.80% (78) | 9.50% (21) | 0.59% (30) | $56.7M (150) |
BNZ Moderate Fund
Moderate
8.60%
1Y
(107/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.20% (81) | 8.60% (107) | 10.20% (77) | 4.70% (70) | 5.90% (48) | 0.45% (17) | ✓ | $864.8M (41) |
Westpac Moderate
Moderate
8.50%
1Y
(108/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.40% (79) | 8.50% (108) | 9.70% (82) | 4.80% (69) | 5.50% (50) | 0.40% (15) | $945.6M (36) |
Booster Socially Responsible Balanced
Balanced
8.50%
1Y
(108/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.60% (77) | 8.50% (108) | 11.10% (69) | 5.80% (62) | 7.10% (40) | 1.22% (81) | ✓ | $429.6M (70) |
Summer Balanced Selection
Balanced
8.50%
1Y
(108/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.80% (75) | 8.50% (108) | 9.90% (80) | 5.20% (66) | - | 0.90% (54) | $131.2M (107) |
InvestNow Mercer Sustainable Balanced
Growth
8.30%
1Y
(109/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.50% (78) | 8.30% (109) | 10.20% (77) | - | - | 1.32% (90) | $0.8M (279) |
Kernel NZ Bond Fund
Single Sector - Fixed Interest
8.30%
1Y
(109/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.50% (87) | 8.30% (109) | - | - | - | 0.30% (10) | $0.4M (282) |
Fisher Funds Plan Growth
Growth
8.20%
1Y
(110/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.00% (82) | 8.20% (110) | 12.50% (58) | 8.20% (44) | 8.20% (33) | 1.20% (79) | $3058.9M (13) |
InvestNow Harbour Active Growth
Growth
8.20%
1Y
(110/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.30% (70) | 8.20% (110) | 8.80% (87) | - | - | 1.05% (68) | $1.6M (271) |
Fisher Funds Growth Fund
Growth - Replicated
8.20%
1Y
(110/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.90% (83) | 8.20% (110) | 12.30% (60) | 7.40% (50) | 8.90% (26) | 1.12% (74) | $4253.5M (6) |
Fisher TWO Scheme-Growth
Growth - Replicated
8.10%
1Y
(111/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.90% (83) | 8.10% (111) | 12.30% (60) | 7.90% (47) | 8.60% (29) | 1.12% (74) | $1530.7M (24) |
InvestNow Fisher Growth
Growth - Replicated
8.10%
1Y
(111/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.80% (84) | 8.10% (111) | 12.40% (59) | - | - | 1.04% (67) | $18.0M (202) |
ASB Scheme's Conservative
Conservative
8.00%
1Y
(112/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.70% (85) | 8.00% (112) | 8.00% (93) | 3.20% (83) | 4.30% (59) | 0.40% (15) | ✓ | $3698.7M (9) |
Booster Balanced
Balanced
8.00%
1Y
(112/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.80% (75) | 8.00% (112) | 10.20% (77) | 5.80% (62) | 6.70% (43) | 1.22% (81) | ✓ | $898.1M (39) |
Summer KiwiSaver Australian Equities
Single Sector - Australasian Shares
8.00%
1Y
(112/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.90% (55) | 8.00% (112) | 13.30% (51) | 12.60% (19) | - | 0.90% (54) | $18.0M (202) |
NZ Defence Force Moderate
Moderate - Replicated
7.90%
1Y
(113/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.30% (80) | 7.90% (113) | 8.60% (89) | 4.40% (73) | - | 0.77% (43) | $9.4M (227) |
Sharesies Smartshares Conservative
Moderate - Replicated
7.90%
1Y
(113/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.00% (82) | 7.90% (113) | - | - | - | 0.47% (19) | $10.5M (221) |
QuayStreet Conservative
Conservative
7.70%
1Y
(114/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.20% (90) | 7.70% (114) | 8.20% (92) | 4.60% (71) | 4.90% (54) | 0.75% (41) | $33.7M (177) |
SuperLife Conservative
Moderate
7.70%
1Y
(114/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.00% (82) | 7.70% (114) | 8.00% (93) | 4.30% (74) | 5.10% (52) | 0.57% (28) | $34.3M (175) |
ANZ Balanced
Balanced
7.70%
1Y
(114/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.20% (81) | 7.70% (114) | 9.20% (85) | 5.00% (67) | 5.90% (48) | 0.91% (55) | ✓ | $3816.0M (8) |
ANZ Default Scheme-Balanced
Balanced - Replicated
7.70%
1Y
(114/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.20% (81) | 7.70% (114) | 9.20% (85) | 5.00% (67) | 5.90% (48) | 0.91% (55) | ✓ | $277.9M (89) |
OneAnswer Balanced
Balanced - Replicated
7.70%
1Y
(114/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.20% (81) | 7.70% (114) | 9.10% (86) | 5.00% (67) | 5.90% (48) | 0.91% (55) | ✓ | $635.4M (59) |
Generate Conservative Fund
Conservative
7.60%
1Y
(115/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.20% (90) | 7.60% (115) | 7.80% (95) | - | - | 1.09% (71) | $130.5M (108) |
SuperLife Moderate
Moderate
7.60%
1Y
(115/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.00% (82) | 7.60% (115) | 8.30% (91) | 3.70% (79) | - | 1.00% (63) | $33.1M (178) |
Mercer Sustainable Moderate
Moderate
7.50%
1Y
(116/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.90% (83) | 7.50% (116) | 8.50% (90) | 4.60% (71) | 5.20% (51) | 0.66% (37) | ✓ | $240.9M (96) |
Pathfinder Balanced Fund
Balanced
7.50%
1Y
(116/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.70% (85) | 7.50% (116) | 10.30% (76) | 7.60% (49) | - | 1.17% (77) | $136.6M (106) |
AMP Australasian Shares
Single Sector - Australasian Shares
7.50%
1Y
(116/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.20% (71) | 7.50% (116) | 8.80% (87) | 5.00% (67) | - | 0.77% (43) | ✓ | $8.3M (232) |
Fisher Funds Plan Balanced
Balanced
7.40%
1Y
(117/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.50% (87) | 7.40% (117) | 10.80% (72) | 6.20% (59) | 6.50% (45) | 1.10% (72) | $2522.0M (16) |
Fisher TWO Scheme-Balanced
Balanced - Replicated
7.40%
1Y
(117/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.50% (87) | 7.40% (117) | 10.50% (75) | 5.70% (63) | 7.10% (40) | 0.94% (58) | $1849.8M (21) |
Summer New Zealand Equities
Single Sector - Australasian Shares
7.40%
1Y
(117/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.20% (71) | 7.40% (117) | 6.20% (111) | 4.60% (71) | - | 0.90% (54) | $18.8M (200) |
JMI Wealth Conservative
Moderate
7.30%
1Y
(118/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.70% (85) | 7.30% (118) | 7.10% (102) | - | - | 1.10% (72) | $0.9M (278) |
AMP Conservative No. 2
Moderate - Replicated
7.10%
1Y
(119/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.30% (89) | 7.10% (119) | 7.10% (102) | 2.70% (88) | - | 0.79% (45) | ✓ | $28.0M (184) |
InvestNow Salt Capital Growth
Growth
7.10%
1Y
(119/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.50% (87) | 7.10% (119) | - | - | - | 1.14% (75) | $5.8M (243) |
SuperLife NZ Bonds
Single Sector - Fixed Interest
7.10%
1Y
(119/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.00% (92) | 7.10% (119) | 5.30% (119) | 2.00% (92) | 3.40% (67) | 0.54% (25) | $37.0M (169) |
AMP Conservative
Moderate
7.00%
1Y
(120/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.30% (89) | 7.00% (120) | 7.60% (97) | 3.10% (84) | 3.80% (64) | 0.79% (45) | ✓ | $536.1M (63) |
Summer Conservative Selection
Moderate
6.80%
1Y
(121/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.70% (85) | 6.80% (121) | 7.60% (97) | 3.40% (81) | - | 0.75% (41) | $10.7M (220) |
Westpac Conservative Fund
Moderate
6.80%
1Y
(121/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.50% (87) | 6.80% (121) | 8.00% (93) | 3.50% (80) | 4.40% (58) | 0.40% (15) | $3261.7M (11) |
AMP Global Select Conservative Fund
Conservative - Replicated
6.70%
1Y
(122/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.40% (88) | 6.70% (122) | 6.80% (105) | 2.50% (90) | - | 0.79% (45) | ✓ | $18.7M (201) |
InvestNow Salt Sustainable Growth Fund
Growth
6.70%
1Y
(122/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.30% (89) | 6.70% (122) | - | - | - | 1.12% (74) | - |
InvestNow Castle Point Trans-Tasman
Single Sector - Australasian Shares
6.70%
1Y
(122/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.30% (61) | 6.70% (122) | 6.20% (111) | - | - | 1.07% (70) | $0.4M (282) |
AMP Defensive Conservative
Conservative
6.60%
1Y
(123/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.00% (92) | 6.60% (123) | 7.30% (100) | 3.00% (85) | 3.90% (63) | 0.44% (16) | ✓ | $436.8M (69) |
MAS Conservative
Conservative
6.60%
1Y
(123/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.20% (90) | 6.60% (123) | 7.80% (95) | 3.00% (85) | 4.10% (61) | 0.85% (49) | $81.7M (127) |
QuayStreet Income
Conservative
6.60%
1Y
(123/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.90% (93) | 6.60% (123) | 7.10% (102) | 4.50% (72) | 4.90% (54) | 0.75% (41) | $4.7M (250) |
InvestNow Milford Conservative
Conservative - Replicated
6.60%
1Y
(123/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.70% (104) | 6.60% (123) | 7.70% (96) | 4.00% (76) | - | 0.85% (49) | $6.7M (239) |
GoalsGetter Amova SRI Equity
Single Sector - Australasian Shares
6.60%
1Y
(123/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.60% (68) | 6.60% (123) | 7.30% (100) | 3.70% (79) | - | 1.15% (76) | $1.7M (270) |
Milford Conservative Fund
Conservative
6.40%
1Y
(124/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.70% (104) | 6.40% (124) | 7.60% (97) | 4.10% (75) | 5.20% (51) | 0.85% (49) | $378.4M (78) |
GoalsGetter Amova Conservative
Moderate
6.40%
1Y
(124/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.30% (89) | 6.40% (124) | 7.30% (100) | 3.00% (85) | - | 0.90% (54) | $2.3M (266) |
Koura NZ Equities
Single Sector - Australasian Shares
6.40%
1Y
(124/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.30% (70) | 6.40% (124) | 4.80% (124) | 2.40% (91) | - | 0.63% (34) | $48.1M (155) |
Pie Conservative
Moderate
6.30%
1Y
(125/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.60% (86) | 6.30% (125) | 8.20% (92) | 3.20% (83) | - | 0.75% (41) | $27.8M (185) |
Westpac Defensive Conservative
Conservative
6.20%
1Y
(126/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.10% (91) | 6.20% (126) | 7.50% (98) | 3.30% (82) | 4.30% (59) | 0.40% (15) | $252.8M (95) |
AMP Milford Conservative Fund
Conservative - Replicated
6.20%
1Y
(126/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.70% (104) | 6.20% (126) | 7.30% (100) | - | - | 1.24% (83) | $19.0M (198) |
NZ Defence Force Conservative
Conservative - Replicated
6.10%
1Y
(127/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.20% (90) | 6.10% (127) | 6.70% (106) | 2.80% (87) | - | 0.71% (39) | $12.7M (214) |
Booster Socially Responsible Moderate
Moderate
6.10%
1Y
(127/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.40% (88) | 6.10% (127) | 7.90% (94) | - | - | 1.10% (72) | ✓ | $76.9M (132) |
GoalsGetter Amova NZ Corporate Bond
Single Sector - Fixed Interest
6.10%
1Y
(127/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.00% (92) | 6.10% (127) | 6.60% (107) | 1.80% (93) | - | 0.70% (38) | $0.7M (280) |
InvestNow Harbour NZ Core Fixed Interest
Single Sector - Fixed Interest
6.10%
1Y
(127/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.20% (90) | 6.10% (127) | 6.20% (111) | - | - | 0.65% (36) | $1.0M (277) |
QuayStreet Fixed Interest
Single Sector - Fixed Interest
6.10%
1Y
(127/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.90% (93) | 6.10% (127) | 6.70% (106) | 2.60% (89) | 3.50% (66) | 0.75% (41) | $12.8M (213) |
InvestNow Mercer NZ Shares Passive
Single Sector - Australasian Shares
6.10%
1Y
(127/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.40% (79) | 6.10% (127) | 6.50% (108) | - | - | 0.34% (12) | $3.6M (257) |
BNZ Conservative
Conservative
6.00%
1Y
(128/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.80% (94) | 6.00% (128) | 7.60% (97) | 2.70% (88) | 4.00% (62) | 0.45% (17) | ✓ | $930.5M (38) |
ANZ Conservative Balanced
Moderate
5.90%
1Y
(129/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.10% (91) | 5.90% (129) | 7.70% (96) | 3.70% (79) | 4.80% (55) | 0.76% (42) | ✓ | $1754.2M (22) |
OneAnswer Australasian Share
Single Sector - Australasian Shares
5.90%
1Y
(129/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.90% (74) | 5.90% (129) | 7.00% (103) | 2.90% (86) | 9.10% (25) | 1.02% (65) | $34.6M (173) |
SuperLife S&P/NZX 50
Single Sector - Australasian Shares
5.90%
1Y
(129/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.00% (73) | 5.90% (129) | 6.60% (107) | 2.50% (90) | - | 0.59% (30) | $5.8M (243) |
ANZ Default Scheme-Conservative Balanced
Moderate - Replicated
5.80%
1Y
(130/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.10% (91) | 5.80% (130) | 7.70% (96) | 3.70% (79) | 4.80% (55) | 0.76% (42) | ✓ | $107.1M (114) |
OneAnswer Conservative Balanced
Moderate - Replicated
5.80%
1Y
(130/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.10% (91) | 5.80% (130) | 7.70% (96) | 3.70% (79) | 4.80% (55) | 0.76% (42) | ✓ | $206.3M (97) |
InvestNow Macquarie NZ Fixed Interest
Single Sector - Fixed Interest
5.80%
1Y
(130/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.10% (91) | 5.80% (130) | 5.60% (116) | - | - | 0.60% (31) | $0.5M (281) |
Koura Fixed Interest
Single Sector - Fixed Interest
5.80%
1Y
(130/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.80% (94) | 5.80% (130) | 6.40% (109) | 1.70% (94) | - | 0.63% (34) | $52.1M (152) |
OneAnswer NZ Fixed Interest
Single Sector - Fixed Interest
5.80%
1Y
(130/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.00% (92) | 5.80% (130) | 5.60% (116) | 0.20% (103) | 2.70% (70) | 0.37% (14) | $8.3M (232) |
BNZ First Home Buyer Fund
Conservative
5.70%
1Y
(131/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.20% (100) | 5.70% (131) | 6.90% (104) | 3.50% (80) | 3.80% (64) | 0.45% (17) | $384.8M (75) |
Mercer Responsible Conservativ
Conservative
5.70%
1Y
(131/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.00% (92) | 5.70% (131) | 7.20% (101) | 2.80% (87) | 4.00% (62) | 0.49% (20) | ✓ | $796.3M (45) |
Simplicity Conservative Fund
Conservative
5.70%
1Y
(131/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.70% (95) | 5.70% (131) | 7.40% (99) | 2.00% (92) | - | 0.24% (7) | ✓ | $167.2M (100) |
Fisher Funds Plan Defensive Conservative
Conservative
5.60%
1Y
(132/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.40% (98) | 5.60% (132) | 7.80% (95) | 3.90% (77) | 4.60% (56) | 0.51% (22) | $397.2M (73) |
Fisher TWO Cash Enhanced
Conservative - Replicated
5.60%
1Y
(132/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.40% (98) | 5.60% (132) | 7.70% (96) | 3.40% (81) | 4.50% (57) | 0.52% (23) | $317.9M (84) |
Booster Moderate
Moderate
5.60%
1Y
(132/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.50% (87) | 5.60% (132) | 7.40% (99) | 3.40% (81) | 4.60% (56) | 1.11% (73) | ✓ | $255.8M (94) |
Fisher Funds Plan Conservative
Moderate
5.60%
1Y
(132/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.50% (97) | 5.60% (132) | 7.90% (94) | 3.20% (83) | 4.30% (59) | 0.87% (51) | $1097.4M (30) |
InvestNow Russell Investment NZ Fixed Interest
Single Sector - Fixed Interest
5.60%
1Y
(132/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.00% (92) | 5.60% (132) | 5.80% (115) | - | - | 0.49% (20) | $2.0M (268) |
Summer New Zealand Fixed Interest
Single Sector - Fixed Interest
5.60%
1Y
(132/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.90% (93) | 5.60% (132) | 6.00% (113) | 1.30% (96) | - | 0.75% (41) | $7.7M (235) |
Aurora Conservative Fund
Moderate
5.50%
1Y
(133/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.70% (95) | 5.50% (133) | 5.40% (118) | - | - | 1.25% (84) | ✓ | $106.8M (115) |
Fisher Funds Conservative Fund
Moderate - Replicated
5.50%
1Y
(133/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.50% (97) | 5.50% (133) | 7.40% (99) | 3.10% (84) | 4.30% (59) | 0.93% (57) | $1395.1M (25) |
Fisher TWO Scheme-Conservative
Moderate - Replicated
5.50%
1Y
(133/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.50% (97) | 5.50% (133) | 7.50% (98) | 3.10% (84) | 4.40% (58) | 0.93% (57) | $350.5M (81) |
InvestNow Fisher Conservative
Moderate - Replicated
5.50%
1Y
(133/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.40% (98) | 5.50% (133) | 7.50% (98) | - | - | 0.93% (57) | $1.6M (271) |
Booster Conservative Fund
Conservative
5.40%
1Y
(134/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.00% (92) | 5.40% (134) | 7.00% (103) | 3.00% (85) | 4.10% (61) | 1.11% (73) | ✓ | $53.5M (151) |
QuayStreet NZ Equity
Single Sector - Australasian Shares
5.30%
1Y
(135/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.80% (75) | 5.30% (135) | 6.00% (113) | 3.50% (80) | 9.70% (19) | 1.25% (84) | $27.3M (187) |
InvestNow Mint Diversified Growth
Growth
5.20%
1Y
(136/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 0.60% (114) | 5.20% (136) | 10.00% (79) | - | - | 1.21% (80) | ✓ | $5.8M (243) |
SuperLife NZ Cash
Single Sector - Cash
5.10%
1Y
(137/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.50% (106) | 5.10% (137) | 4.70% (125) | 3.20% (83) | 2.80% (69) | 0.52% (23) | $67.4M (141) |
QuayStreet AU Equity
Single Sector - Australasian Shares
5.00%
1Y
(138/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.40% (98) | 5.00% (138) | 11.80% (65) | 11.40% (22) | 7.80% (35) | 1.25% (84) | $8.7M (229) |
ANZ Default Scheme Conservative
Conservative - Replicated
4.90%
1Y
(139/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.40% (98) | 4.90% (139) | 7.30% (100) | 3.10% (84) | 4.20% (60) | 0.46% (18) | ✓ | $658.8M (58) |
AMP NZ Fixed Interest
Single Sector - Fixed Interest
4.90%
1Y
(139/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.90% (93) | 4.90% (139) | 4.50% (127) | -1.10% (107) | - | 0.78% (44) | $2.9M (261) |
ANZ Conservative
Conservative
4.80%
1Y
(140/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.30% (99) | 4.80% (140) | 6.60% (107) | 2.40% (91) | 3.70% (65) | 0.64% (35) | ✓ | $1557.5M (23) |
OneAnswer Conservative
Conservative - Replicated
4.80%
1Y
(140/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.30% (99) | 4.80% (140) | 6.60% (107) | 2.40% (91) | 3.70% (65) | 0.64% (35) | ✓ | $481.0M (64) |
MAS Cash
Single Sector - Cash
4.80%
1Y
(140/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.00% (110) | 4.80% (140) | 5.00% (122) | 3.40% (81) | 2.80% (69) | 0.25% (8) | $15.6M (206) |
Kernel NZ 20
Single Sector - Australasian Shares
4.80%
1Y
(140/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 5.00% (73) | 4.80% (140) | 7.20% (101) | - | - | 0.25% (8) | ✓ | $2.4M (265) |
InvestNow Mint Diversified Inc
Moderate
4.70%
1Y
(141/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.30% (107) | 4.70% (141) | 5.90% (114) | - | - | 0.98% (61) | $8.1M (233) |
Kernel Cash Plus Fund
Single Sector - Cash
4.70%
1Y
(141/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.10% (109) | 4.70% (141) | - | - | - | 0.25% (8) | $10.3M (222) |
Booster Capital Guaranteed
Single Sector - Miscellaneous
4.70%
1Y
(141/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.80% (103) | 4.70% (141) | 5.40% (118) | 3.20% (83) | 2.60% (71) | 0.91% (55) | $91.7M (121) |
Pathfinder Conservative Fund
Conservative
4.60%
1Y
(142/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.80% (103) | 4.60% (142) | 6.00% (113) | 4.10% (75) | - | 0.96% (60) | $24.0M (191) |
Fisher Funds Plan Cash
Single Sector - Cash
4.40%
1Y
(143/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.00% (110) | 4.40% (143) | 5.10% (121) | 3.40% (81) | 2.90% (68) | 0.45% (17) | $437.2M (68) |
Westpac Cash Fund
Single Sector - Cash
4.40%
1Y
(143/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.40% (143) | 5.10% (121) | 3.50% (80) | 2.80% (69) | 0.25% (8) | $668.8M (56) |
Generate CashPlus
Single Sector - Fixed Interest
4.40%
1Y
(143/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.40% (143) | 5.50% (117) | - | - | 0.40% (15) | $96.3M (120) |
ANZ Cash
Single Sector - Cash
4.30%
1Y
(144/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.00% (110) | 4.30% (144) | 5.10% (121) | 3.40% (81) | 2.80% (69) | 0.26% (9) | $1243.6M (29) |
GoalsGetter Amova NZ Cash
Single Sector - Cash
4.30%
1Y
(144/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.30% (144) | 5.20% (120) | 3.40% (81) | - | 0.40% (15) | $4.4M (251) |
ANZ Default Scheme-Cash
Single Sector - Cash Replicated
4.30%
1Y
(144/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.00% (110) | 4.30% (144) | 5.10% (121) | 3.40% (81) | 2.80% (69) | 0.26% (9) | $39.5M (166) |
OneAnswer Cash Fund
Single Sector - Cash Replicated
4.30%
1Y
(144/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.00% (110) | 4.30% (144) | 5.10% (121) | 3.40% (81) | 2.70% (70) | 0.26% (9) | $90.1M (124) |
Simplicity Defensive
Conservative
4.20%
1Y
(145/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.20% (145) | - | - | - | 0.24% (7) | $60.5M (144) |
BNZ Cash Fund
Single Sector - Cash
4.20%
1Y
(145/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.20% (145) | 5.00% (122) | 3.30% (82) | 2.70% (70) | 0.30% (10) | $347.6M (82) |
Fisher TWO Scheme-Presv
Single Sector - Cash Replicated
4.20%
1Y
(145/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.00% (110) | 4.20% (145) | 4.90% (123) | 2.90% (86) | 2.50% (72) | 0.61% (32) | $48.5M (154) |
Milford Cash Fund
Single Sector - Cash
4.10%
1Y
(146/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.80% (112) | 4.10% (146) | 4.90% (123) | 3.30% (82) | - | 0.20% (6) | $147.8M (104) |
Summer New Zealand Cash
Single Sector - Cash
4.10%
1Y
(146/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.10% (146) | 4.90% (123) | 3.10% (84) | - | 0.50% (21) | $4.9M (249) |
Fisher Funds Plan CashPlus
Single Sector - Miscellaneous
4.10%
1Y
(146/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.20% (108) | 4.10% (146) | 4.70% (125) | 1.80% (93) | 2.40% (73) | 0.45% (17) | $109.1M (113) |
InvestNow Macquarie NZ Cash
Single Sector - Cash
4.00%
1Y
(147/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.00% (147) | 4.90% (123) | - | - | 0.30% (10) | $5.5M (246) |
Mercer Cash
Single Sector - Cash
4.00%
1Y
(147/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 4.00% (147) | 4.80% (124) | 3.10% (84) | 2.50% (72) | 0.32% (11) | $31.7M (180) |
ASB Scheme's NZ Cash
Single Sector - Cash
3.90%
1Y
(148/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.80% (112) | 3.90% (148) | 4.80% (124) | 3.20% (83) | 2.50% (72) | 0.35% (13) | $876.0M (40) |
Aurora Liquidity Fund
Single Sector - Cash
3.80%
1Y
(149/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 3.80% (149) | 4.70% (125) | - | - | 0.40% (15) | $46.6M (157) |
SuperLife Global Property
Single Sector - Property
3.80%
1Y
(149/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.60% (58) | 3.80% (149) | 8.70% (88) | 4.80% (69) | 5.20% (51) | 0.58% (29) | $16.7M (204) |
Booster Enhanced Cash
Single Sector - Cash
3.70%
1Y
(150/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.70% (113) | 3.70% (150) | 4.10% (130) | 2.70% (88) | 2.20% (74) | 0.75% (41) | $90.7M (122) |
NZ Defence Force Cash
Single Sector - Cash Replicated
3.70%
1Y
(150/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 3.70% (150) | 4.60% (126) | 2.90% (86) | - | 0.46% (18) | $2.7M (263) |
SuperLife S&P/NZX NZ Government Bond
Single Sector - Fixed Interest
3.70%
1Y
(150/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 2.70% (95) | 3.70% (150) | 3.40% (135) | -0.80% (105) | - | 0.54% (25) | $1.2M (275) |
AMP Cash
Single Sector - Cash
3.50%
1Y
(151/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.70% (113) | 3.50% (151) | 4.40% (128) | 2.80% (87) | 2.10% (75) | 0.57% (28) | $102.7M (119) |
SuperLife Income
Single Sector - Fixed Interest
3.50%
1Y
(151/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.90% (102) | 3.50% (151) | 4.00% (131) | 1.00% (98) | 2.80% (69) | 0.56% (27) | $272.7M (90) |
Koura Cash
Single Sector - Cash
3.40%
1Y
(152/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.80% (112) | 3.40% (152) | 4.30% (129) | 2.90% (86) | - | 0.63% (34) | $5.7M (244) |
SBS Wealth Income
Single Sector - Miscellaneous
3.40%
1Y
(152/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 1.60% (105) | 3.40% (152) | 4.60% (126) | 0.90% (99) | 2.00% (76) | 0.89% (53) | ✓ | $270.6M (91) |
InvestNow Hunter Global Fixed Interest
Single Sector - Fixed Interest
3.30%
1Y
(153/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.20% (108) | 3.30% (153) | 5.20% (120) | - | - | 0.53% (24) | $5.6M (245) |
Summer Global Fixed Interest
Single Sector - Fixed Interest
3.00%
1Y
(154/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.20% (108) | 3.00% (154) | 4.60% (126) | 1.20% (97) | - | 0.75% (41) | $1.1M (276) |
InvestNow Mint Australasian Equity
Single Sector - Australasian Shares
2.80%
1Y
(155/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| -0.20% (115) | 2.80% (155) | 7.50% (98) | - | - | 1.19% (78) | $1.2M (275) |
SuperLife Overseas Non-Government Bond
Single Sector - Fixed Interest
2.70%
1Y
(156/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.90% (102) | 2.70% (156) | 5.40% (118) | -0.20% (104) | 2.10% (75) | 0.54% (25) | $19.1M (197) |
SuperLife Overseas Bonds
Single Sector - Fixed Interest
2.60%
1Y
(157/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 2.60% (157) | 3.60% (134) | 0.70% (101) | 2.60% (71) | 0.59% (30) | $10.3M (222) |
InvestNow Russell Investment Global Fixed Interest
Single Sector - Fixed Interest
1.70%
1Y
(158/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.10% (109) | 1.70% (158) | 3.90% (132) | - | - | 0.59% (30) | $0.5M (281) |
Kernel US Bond Fund
Single Sector - Fixed Interest
1.60%
1Y
(159/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 1.60% (105) | 1.60% (159) | - | - | - | 0.30% (10) | ✓ | $0.2M (284) |
InvestNow KiwiSaver Mercer Responsible Hedged Global Fixed Interest Index
Single Sector - Fixed Interest
1.40%
1Y
(160/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.80% (112) | 1.40% (160) | 3.80% (133) | - | - | 0.44% (16) | $1.0M (277) |
SuperLife Global Aggregate Bond
Single Sector - Fixed Interest
1.40%
1Y
(160/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | 1.40% (160) | 3.80% (133) | -0.90% (106) | - | 0.59% (30) | $1.1M (276) |
Koura NZ Property
Single Sector - Property
1.40%
1Y
(160/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 11.30% (26) | 1.40% (160) | -1.90% (137) | - | - | 1.10% (72) | $3.1M (260) |
OneAnswer International Fixed Interest
Single Sector - Fixed Interest
1.30%
1Y
(161/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.80% (112) | 1.30% (161) | 4.30% (129) | -1.30% (108) | 1.40% (77) | 0.53% (24) | $2.6M (264) |
AMP Global Fixed Interest
Single Sector - Fixed Interest
1.10%
1Y
(162/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.60% (114) | 1.10% (162) | 3.60% (134) | -1.10% (107) | - | 0.77% (43) | $1.2M (275) |
SuperLife NZ Top 10
Single Sector - Australasian Shares
0.80%
1Y
(163/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 3.00% (92) | 0.80% (163) | 6.40% (109) | 1.60% (95) | 8.80% (27) | 0.59% (30) | ✓ | $5.3M (248) |
InvestNow Macquarie Global Property Securities
Single Sector - Property
0.40%
1Y
(164/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 3.80% (84) | 0.40% (164) | 7.90% (94) | - | - | 1.36% (94) | $0.3M (283) |
Kernel Conservative Fund
Moderate
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 0.25% (8) | $0.5M (281) |
Evidential Balanced Fund
Balanced
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 6.20% (62) | - | - | - | - | 0.70% (38) | ✓ | $1.4M (273) |
Evidential Growth Fund
Growth
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 7.90% (47) | - | - | - | - | 0.75% (41) | ✓ | $1.7M (270) |
Evidential High Growth Fund
Aggressive
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.30% (36) | - | - | - | - | 0.80% (46) | $3.5M (258) |
Fisher Funds Plan Aggressive
Aggressive
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 4.40% (79) | - | - | - | - | 1.23% (82) | ✓ | $114.8M (110) |
InvestNow Foundation Series High Growth
Aggressive
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 9.00% (38) | - | - | - | - | 0.37% (14) | $21.0M (195) |
Additional fees: 0.5% entry , 0.5% exit
Pathfinder High Growth Fund
Aggressive
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 1.27% (86) | - |
Pie Aggressive Fund
Aggressive
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 1.19% (78) | - |
SBS Wealth Cash
Single Sector - Cash
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 0.90% (111) | - | - | - | - | 0.45% (17) | $5.5M (246) |
InvestNow Foundation Series Global ESG
Single Sector - International Share
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 12.60% (19) | - | - | - | - | 0.10% (4) | $5.5M (246) |
Additional fees: 0.5% entry , 0.5% exit
Kernel World Ex-US Fund
Single Sector - International Share
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 0.25% (8) | $1.6M (271) |
SBS Wealth Focused Growth
Single Sector - International Share
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 10.30% (33) | - | - | - | - | 1.17% (77) | $23.2M (193) |
Generate Global Fund
Single Sector - International Share Hedged
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 6.60% (58) | - | - | - | - | 1.19% (78) | $18.9M (199) |
Generate Thematic Fund
Single Sector - International Share Hedged
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.90% (47) | - | - | - | - | 1.19% (78) | $40.4M (165) |
Kernel World Ex-US NZD Hedged Fund
Single Sector - International Share Hedged
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 0.25% (8) | $1.7M (270) |
Generate Australasian Fund
Single Sector - Australasian Shares
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 5.00% (73) | - | - | - | - | 1.19% (78) | $2.8M (262) |
Kernel Australia 100 Fund
Single Sector - Australasian Shares
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 0.25% (8) | $0.4M (282) |
InvestNow Foundation Series Nasdaq-100
Single Sector - US Equities
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.90% (12) | - | - | - | - | 0.15% (5) | $39.3M (167) |
Additional fees: 0.5% entry , 0.5% exit
InvestNow Foundation Series US Dividend Equity
Single Sector - US Equities
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 7.70% (49) | - | - | - | - | 0.06% (2) | $2.9M (261) |
Additional fees: 0.5% entry , 0.5% exit
Kernel S&P 500 (unhedged) Fund
Single Sector - US Equities
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 13.00% (17) | - | - | - | - | 0.25% (8) | $20.3M (196) |
Kernel Emerging Markets Fund
Single Sector - Miscellaneous
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 14.30% (11) | - | - | - | - | 0.45% (17) | $1.6M (271) |
SuperLife Asia Pacific
Single Sector - Miscellaneous
-
1Y
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| - | - | - | - | - | 0.59% (30) | $8.7M (229) |
Kernel Global Property NZD Hedged
Single Sector - Property
-0.30%
1Y
(165/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 4.70% (76) | -0.30% (165) | 9.40% (83) | - | - | 0.25% (8) | $0.5M (281) |
InvestNow Harbour Aus Equity Focused
Single Sector - Australasian Shares
-0.60%
1Y
(166/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | Assets |
|---|---|---|---|---|---|---|
| 1.90% (102) | -0.60% (166) | 7.20% (101) | - | - | 1.36% (94) | $1.8M (269) |
OneAnswer International Property
Single Sector - Property
-2.50%
1Y
(167/167)
| 3M | 1Y | 3Y | 5Y | 10Y | Fees | ESG | Assets |
|---|---|---|---|---|---|---|---|
| 2.60% (96) | -2.50% (167) | 7.50% (98) | 4.70% (70) | 4.00% (62) | 1.03% (66) | ✓ | $7.3M (238) |
Showing 337 of 337 funds. Data as of September 30, 2025, from the Morningstar KiwiSaver Survey.