Fund performance
This table shows the returns for each of our KiwiSaver funds, after fees and before taxes, to 30 April 2022
This table shows how much each fund has gained or lost over time. Every month, we report the returns after fees and before tax of each of our funds.
It's important to remember that past performance is no indication of future performance.
Fund | Cash | CashPlus | Default Conservative | Conservative | Default | Balanced | Growth |
---|---|---|---|---|---|---|---|
1 month | 0.10% | -0.69% | -1.66% |
-2.79% |
-3.75% |
-3.54% | -4.22% |
3 months | 0.23% | -1.60% | -3.49% | -4.99% | -6.29% | -5.70% | -6.25% |
12 months | 0.64% | -3.30% | -3.55% | -5.92% | -3.69% | -1.68% | |
2 years (p.a.) | 0.78% | -1.68% | 1.20% | 1.32% | 6.69% | 11.53% | |
3 years (p.a.) | 1.18% | -0.01% | 2.16% | 2.47% | 5.49% | 7.99% | |
5 years (p.a.) | 1.78% | 1.16% | 3.32% | 3.50% | 6.20% | 8.51% | |
10 years (p.a.) | 4.68% | 7.65% | 10.25% | ||||
Since inception (p.a.) | 2.57% | 2.32% | 4.00% | 4.84% | 6.05% | 6.60% |
Fund performance against benchmark
To make it easier for you to judge whether or not we're adding value, we compare the performance of our funds against a benchmark.
This graph compares each fund's performance with our relevant benchmark, after fees and tax at the highest prescribed investor rate.
Please note: Due to technical issues, the performance information for the Default Conservative fund is incorrectly labeled as the Default fund. We're working quickly to resolve this and to add performance information for our Default fund. Thank you for your patience.
The actual asset allocation of each fund may differ from the asset allocation for the relevant benchmark from time to time. This is because we have an active investment management style for most of our funds. You can find the actual asset allocation for each fund in our fund updates.
- Past performance is no indicator of future performance. In other words, the best performing KiwiSaver scheme this year may not be the best performing KiwiSaver scheme next year.
- The value of your investment (including returns) can decrease as well as increase.
- No one guarantees the return of capital or income from the Kiwi Wealth KiwiSaver Scheme or any Kiwi Wealth KiwiSaver Scheme fund.