Explore how each of our funds are performing with our up-to-date performance section.
Here you can see how each fund has performed over different time periods, including the last month. Every month, we report the returns, after fees and before tax for each of our funds.
When choosing where to invest your money, it makes sense to look at how different funds have performed over time. However, it’s important to remember that past performance is no guarantee of future performance.
It’s also important to look at the returns for each fund over the suggested investment timeframe, rather than focusing on the month to month returns.
This table reports the returns, after fees and before tax, for each fund.
| 31 January 2021 | 1 month | 3 months | 12 months | 2 years (p.a.) | 3 years (p.a.)* | 5 years (p.a.)* |
|
Conservative |
-0.38% | -0.17% | 5.21% | 6.60% | - | - |
|
Balanced |
-0.34% | 5.19% | 9.43% | 11.01% | - | - |
|
Growth |
-0.32% | 9.36% | 12.21% | 14.29% | - | - |
* Each fund started investing effective 31 July 2018 therefore there is no fund return available for this period.
This information is not audited and may be updated.
You can find out more about how each fund invests here, or check out the Product Disclosure Statement.
Take a closer look at each of our funds with our quarterly fund updates.
Published in a standard format - as set out by Financial Markets Conduct legislation - these reports allow you to more easily compare how our funds stack up against those of other investment managers.
These quarterly updates include the returns (compared against the benchmark we use to measure our performance), investment mix, and top 10 investments for each of our funds, as well as the fund’s fees and key Kiwi Wealth staff involved in managing the funds.
Click on the links below for the fund updates for each fund.
Kiwi Wealth® is a registered trademark of Kiwi Wealth Investments Limited Partnership. Future You® is a registered trademark of Kiwi Wealth Limited. Kiwi Wealth Limited is the issuer and manager of the Kiwi Wealth KiwiSaver Scheme and Kiwi Wealth Managed Funds.
Kiwi Wealth Investments Limited Partnership is the issuer and manager of the Kiwi Wealth Super Scheme.
© 2020 Kiwi Wealth Limited
