<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=140051566643217&amp;ev=PageView&amp;noscript=1">

Performance

Kiwi Wealth has an impressive track record of out-performing benchmarks for twelve of the past fifteen years.

However, don’t forget the cliché – past performance is not necessarily an indicator of future performance, especially in the shorter term.

private-portolio-long-term.png

Long-term performance

We invest for the long-term. Take a look at our performance over the past fifteen years and see how it compares to the benchmark performance over the same period.

READ MORE

2017 performance

We update our returns annually so clients can judge the consistency of our performance – check out our returns for 2017.

Read More

private-portolio-2015-performance.png
monthly-returns.png

Historical performance

Here you can drill down into our returns year-by-year and read supporting strategy notes for each year.

READ MORE

Kiwi Wealth Private Portfolio Service benchmarks

Kiwi Wealth client benchmarks are individually tailored according to each client.

Here you can view the benchmark indices we use. Each client has a different weighting to each index, depending on their individual investment allocation.

 

Read More

private-portolio-benchmarks.png