Fund performance 5 year
9.76%
Fund type
Growth
NZ invested Assets
38.34%
Estimated annual fees
1.05%
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
9.76%
Fund type
Growth
NZ invested Assets
38.34%
Estimated annual fees
1.05%
Fund performance 5 year
7.49%
Fund type
Balanced
NZ invested Assets
30.3%
Estimated annual fees
1.05%
Fund performance 5 year
3.07%
Fund type
Conservative
NZ invested Assets
28.37%
Estimated annual fees
0.95%
Fund performance 5 year
-
Fund type
Aggressive
NZ invested Assets
20.86%
Estimated annual fees
1.15%
Fund performance 5 year
-
Fund type
No data
NZ invested Assets
57.92%
Estimated annual fees
0.2%
Fund performance 5 year
-
Fund type
No data
NZ invested Assets
25.23%
Estimated annual fees
0.95%