Fund performance 5 year
5.59%
Fund type
Balanced
NZ invested Assets
30.27%
Estimated annual fees
1.19%
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
5.59%
Fund type
Balanced
NZ invested Assets
30.27%
Estimated annual fees
1.19%
Fund performance 5 year
4.38%
Fund type
Balanced
NZ invested Assets
11.31%
Estimated annual fees
1.2%
Fund performance 5 year
3.42%
Fund type
No data
NZ invested Assets
34.38%
Estimated annual fees
1.08%
Fund performance 5 year
2.75%
Fund type
Conservative
NZ invested Assets
23.68%
Estimated annual fees
0.38%
Fund performance 5 year
2.04%
Fund type
No data
NZ invested Assets
5.78%
Estimated annual fees
1.12%
Fund performance 5 year
1.27%
Fund type
Conservative
NZ invested Assets
5.84%
Estimated annual fees
0.9%
Fund performance 5 year
1.19%
Fund type
No data
NZ invested Assets
0.00
Estimated annual fees
0.75%
Fund performance 5 year
-
Fund type
Aggressive
NZ invested Assets
-
Estimated annual fees
1.15%
Fund performance 5 year
-
Fund type
No data
NZ invested Assets
35.84%
Estimated annual fees
1.11%