InvestNow KiwiSaver Scheme – Underlying Fund Performance
The InvestNow KiwiSaver Scheme gives you the ability to invest your KiwiSaver funds across a range of 28 managed funds. We’ve focused on providing options across all major sectors/asset classes, as well as diversified options, from 9 expert investment managers.
The table below shows the past performance of each of the underlying funds in the InvestNow KiwiSaver Scheme, rather than the performance of the InvestNow KiwiSaver Scheme itself. The InvestNow KiwiSaver Scheme is invested 100% into the underlying funds and each fund option charges the same fee as the corresponding underlying fund, so the performance of an InvestNow KiwiSaver Scheme fund is expected to be identical to the performance of the corresponding underlying fund.
| Name | Category | 1 month | 3 months | 6 months | 1 year | 3 years | 5 years | 10 years |
|---|---|---|---|---|---|---|---|---|
| All Country Global Shares Index Fund | International Equities | 2.33% | 10.12% | 17.70% | 10.69% | 8.94% | - | - |
| AMP Capital Ethical Leaders Balanced Fund | Diversified | 1.47% | 7.00% | 10.75% | 5.34% | 6.08% | 6.83% | 7.45% |
| AMP Capital Global Property Securities Fund | Listed Property | 1.58% | 8.41% | 12.22% | -8.34% | 2.72% | 3.30% | 8.30% |
| AMP Capital NZ Cash Fund | Cash and Cash Equivalents | 0.02% | 0.07% | 0.15% | 0.68% | 1.54% | 1.86% | 2.63% |
| AMP Capital NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.64% | -2.27% | -0.11% | 4.72% | 4.56% | 4.63% | 5.35% |
| Australasian Property Index Fund | Listed Property | 2.08% | 10.49% | 22.66% | 1.57% | 11.29% | 10.34% | - |
| Castle Point 5 Oceans Fund | Diversified | 1.68% | 5.03% | 7.59% | 9.17% | 6.11% | - | - |
| Castle Point Trans-Tasman Fund | Australasian Equities | 2.75% | 15.00% | 22.31% | 26.69% | - | - | - |
| Clarity Global Shares Fund | International Equities | 2.92% | 9.35% | 13.58% | 3.96% | 6.72% | - | - |
| Harbour Australasian Equity Focus Fund | Australasian Equities | 6.72% | 16.87% | 29.45% | 24.44% | 13.96% | 15.68% | - |
| Harbour NZ Core Fixed Interest Fund | New Zealand Fixed Interest | -0.41% | -1.38% | 1.22% | 5.68% | 4.41% | 4.52% | - |
| Hedged Global Fixed Interest Index Fund | International Fixed Interest | 0.17% | 0.53% | 1.16% | 4.66% | 4.33% | - | - |
| Hunter Balanced Fund | Diversified | 0.95% | 4.36% | - | - | - | - | - |
| Hunter Global Fixed Interest Fund | International Fixed Interest | 0.54% | 1.96% | 4.24% | 6.62% | 4.96% | - | - |
| Hunter Growth Fund | Diversified | 1.26% | 5.94% | - | - | - | - | - |
| Milford Balanced Fund | Diversified | 1.85% | 6.46% | 10.96% | 9.87% | 9.03% | 9.25% | 10.54% |
| Milford Conservative Fund | Diversified | 0.88% | 2.78% | 5.58% | 6.27% | 6.04% | 6.75% | - |
| Mint Australasian Equity Fund | Australasian Equities | 1.70% | 9.13% | 9.60% | 16.20% | 16.35% | 15.47% | 16.26% |
| Mint Diversified Growth Fund | Diversified | 2.63% | 7.22% | 15.58% | 18.41% | - | - | - |
| Mint Diversified Income Fund | Diversified | 1.19% | 3.29% | 6.81% | 5.76% | 5.70% | 5.48% | - |
| NZ Shares Index Fund | Australasian Equities | 2.54% | 11.40% | 14.66% | 14.03% | 16.48% | - | - |
| Russell Investments Global Fixed Interest Fund | International Fixed Interest | 0.43% | 1.64% | 3.17% | 7.60% | 5.22% | 5.26% | - |
| Russell Investments Global Shares Fund | International Equities | 2.50% | 7.14% | 11.63% | 5.50% | 6.72% | 9.26% | - |
| Russell Investments Hedged Global Shares Fund | International Equities | 4.10% | 14.10% | 20.31% | 8.00% | 6.00% | 9.63% | - |
| Russell Investments NZ Fixed Interest Fund | New Zealand Fixed Interest | -0.53% | -1.81% | 0.48% | 4.79% | 4.51% | 4.51% | - |
| Salt Enhanced Property Fund | Listed Property | 3.41% | 10.25% | 24.42% | 5.58% | 15.20% | 13.28% | - |
| Salt NZ Dividend Appreciation Fund | Australasian Equities | 3.25% | 11.84% | 15.49% | 15.10% | 14.38% | 14.57% | - |
| T. Rowe Price Global Equity Growth Fund | International Equities | 2.79% | 7.65% | 16.54% | 33.35% | 18.72% | 17.15% | - |
Notes
- Performance is shown for periods ending 31 December 2020.
- Returns are after fees, before tax and denominated in NZD. The underlying fund returns do not include any associated tax credits such as resident withholding tax (RWT), foreign tax credits (FTC) and imputation credits (IC), which are generally included when presenting returns for Quarterly Fund Updates.
- Performance figures over 1 year are annualised.
- Past performance is not a reliable indicator of future performance, and the funds in the InvestNow KiwiSaver Scheme have not been selected on the basis of past performance.