Fund performance 5 year
11.61%
Fund type
Growth
Membership fee per annum
$36
Estimated annual fees
1.07%
Fund performance 1 year
12.36%
Kiwi-owned, staff-owned
We’re dedicated to growing the wealth of investors and the overall prosperity of the New Zealand economy. We’re also a majority Kiwi-owned company and our employees are owners in the business too.
Fund performance 5 year
11.61%
Fund type
Growth
Membership fee per annum
$36
Estimated annual fees
1.07%
Fund performance 1 year
12.36%
Fund performance 5 year
9.06%
Fund type
Balanced
Membership fee per annum
$36
Estimated annual fees
1.19%
Fund performance 1 year
7.45%
Fund performance 5 year
7.25%
Fund type
Conservative
Membership fee per annum
$36
Estimated annual fees
0.95%
Fund performance 1 year
4.53%
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