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Kiwi Wealth's in-house Investment Management Team manages the Kiwi Wealth Private Portfolio Service, as well as the investments for the Kiwi Wealth KiwiSaver Scheme and the Kiwi Wealth Super Scheme.

Our Investment Management Team has a long-term track record in successfully managing investments and delivering added value.

How do we measure performance?

We use common market index portfolios as benchmarks, but we manage portfolios to achieve a total risk/return outcome, rather than focus solely on controlling tracking error to benchmarks.

So why not check out how our performance shapes up, but remember - past performance is no indicator of future performance, especially in the short-term.

Going-global

Kiwi Wealth KiwiSaver Scheme

On these pages you can find:

  • Performance figures, updated monthly, for each of our six investment funds. 
  • A second set of performance figures, calculated according to the Global Investment Performance Standards (GIPS) - a set of global standards for measuring and presenting past investment performance. We are the only KiwiSaver provider to present returns compliant with this global standard. 
  • Fund updates, produced quarterly and annually. They provide further details about each investment fund, including the types of assets invested in and what fees are charged.

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Kiwi Wealth Private Portfolio Service

Our Kiwi Wealth Private Portfolio Service performance pages show you:

  • Our long-term performance.
  • Our year-by-year performance, along with the supporting strategy notes.
  • Our most recent returns for the previous year.

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