Fund performance 5 year
10.63%
Fund type
Aggressive
Membership fee per annum
$36
Estimated annual fees
1.38%
Fund performance 1 year
8.94%
Fully owned and operated right here in New Zealand, we were set up by a bunch of experienced industry experts. We were all convinced there was a better way for New Zealanders to save than what was offered by some of the lumbering international conglomerates.
We know that thinking about ‘when you retire’ is a luxury when you’re dealing with the present. Yet the finance industry talks about ‘long-term accumulation’ and works on the basis of jobs for life. They sign you up and leave you to it… alone in the financial wilderness.
Fund performance 5 year
10.63%
Fund type
Aggressive
Membership fee per annum
$36
Estimated annual fees
1.38%
Fund performance 1 year
8.94%
Fund performance 5 year
10.22%
Fund type
Aggressive
Membership fee per annum
$36
Estimated annual fees
3.09%
Fund performance 1 year
10.23%
Fund performance 5 year
8.36%
Fund type
Aggressive
Membership fee per annum
$36
Estimated annual fees
1.32%
Fund performance 1 year
7.68%
Fund performance 5 year
7.22%
Fund type
Growth
Membership fee per annum
$36
Estimated annual fees
1.27%
Fund performance 1 year
6.96%
Fund performance 5 year
6.75%
Fund type
Aggressive
Membership fee per annum
$36
Estimated annual fees
1.33%
Fund performance 1 year
7.95%
Fund performance 5 year
5.95%
Fund type
Balanced
Membership fee per annum
$36
Estimated annual fees
1.22%
Fund performance 1 year
5.42%
Fund performance 5 year
4.06%
Fund type
Balanced
Membership fee per annum
$36
Estimated annual fees
1.11%
Fund performance 1 year
3.81%
Fund performance 5 year
3.67%
Fund type
Aggressive
Membership fee per annum
$36
Estimated annual fees
1.23%
Fund performance 1 year
6.57%
Fund performance 5 year
1.9%
Fund type
Defensive
Membership fee per annum
$36
Estimated annual fees
0.82%
Fund performance 1 year
1.36%
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