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Sarah is 42 years old and like many Kiwis her age, could be in a Growth fund (unless they are planning to use the funds to buy a first home).
We’ve compared what difference it would make for Sarah, had she been in this fund vs a Growth Fund.
Sarah’s KiwiSaver balance five years ago
Note: We may not be comparing the same ‘type’ of fund below. We have compared the current fund you have selected to the average of Growth Funds, to give you an indication of the difference it would make to the KiwiSaver balance.
S&P/NZX 50 FUND
80% Growth Assets
16% Income Assets
4% Cash
17.5% Growth Assets
61.5% Income Assets
21% Cash
80% Growth Assets
16% Income Assets
4% Cash
There are other factors than just performance. You need a fund that is suitable for your current circumstances and goals.
Find out more by watching the short video below…
Detailed Research:
Just checking the past performance and fees is NOT enough.
Answers:
How do I know my money is safe? What risks are being taken?
Monitoring:
We’re constantly monitoring the KiwiSaver landscape.
Expertise:
Our team specialise in Investment and KiwiSaver research.
Gift of Time:
We do the hard work, so you can focus on life.
The right KiwiSaver fund will make a big difference
to your KiwiSaver payout.
Taking a few minutes to submit our KiwiSaver HealthCheck may be the most important thing you can do for your KiwiSaver account right now.
Join the more than 10,000 Kiwis who have started their journey to financial security.
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This page does not contain financial advice, only information. If you want personal financial advice on which KiwiSaver fund suits you, please submit the KiwiSaver HealthCheck. Past performance is not necessarily indicative of future performance. Click here for an explanation of the calculations and sources used for the data on this page. Data is current as of the quarter that ended December 2023.
AMA
AMP
ANZ
AON
ASB
BNZ
BOO
PAT
CHR
CRA
FF
FFTWO
GEN
JNO
KW
Kōura
LS
MAS
MER
MIL
NIK
OAK
QS
SIM
SUM
SUP
WES
