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NZ Funds KiwiSaver

last updated on 2023-04-12 14:34:31

Information
Plans
Reviews

NZ Funds is a privately owned wealth management firm founded in 1988. We specialise in providing integrated advice and portfolio management services for New Zealanders.

Kiwi Saver 7

0.0

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GROWTH STRATEGY

Fund performance 5 year

8.25%

Fund type

Aggressive

NZ invested Assets

19.22%

Estimated annual fees

1.58%

LIFE CYCLE - AGE 0-54

Fund performance 5 year

7.67%

Fund type

Aggressive

NZ invested Assets

21.04%

Estimated annual fees

1.54%

LIFE CYCLE - AGE 65

Fund performance 5 year

5.65%

Fund type

Growth

NZ invested Assets

27.72%

Estimated annual fees

1.38%

LIFE CYCLE - AGE 75

Fund performance 5 year

5.2%

Fund type

Balanced

NZ invested Assets

29.03%

Estimated annual fees

1.35%

INFLATION STRATEGY

Fund performance 5 year

4.48%

Fund type

Growth

NZ invested Assets

36.18%

Estimated annual fees

1.37%

INCOME STRATEGY

Fund performance 5 year

2.66%

Fund type

No data

NZ invested Assets

35%

Estimated annual fees

1.12%

Fund performance 5 year

-

Fund type

Balanced

NZ invested Assets

-

Estimated annual fees

0.00

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