If you’re happy to stay invested through market swings for potential long-term growth, the Growth Fund may be a good fit for you.
The Growth Fund is designed to deliver moderate to high returns over the long term, although returns may rise and fall in the short term. To achieve this, the fund invests in a mix of growth assets such as shares, private equity, smart energy, and forestry, and income assets like cash, fixed interest, and mortgages.
3 months
1 Year (p.a.)
3 years (p.a.)
5 years (p.a.)
10 years (p.a.)
Disclaimer:
The information on this website shows the benchmark asset allocations for each Fund. The actual allocations may vary from time to time, depending on factors like market movements and changes to underlying asset values. Our objectives may also change from time to time. More information is contained in the Product Disclosure Statement.
This Fund invests mainly in equities and other growth orientated assets, with small exposures to fixed interest and cash. Its benchmark asset mix is 75% growth assets and 25% income assets.
Disclaimer: The asset mix shown above reflects the standard exposures to that asset class, to fulfill its investment objectives. Actual holdings may vary within the specified ranges at any given time.
The Growth Fund has a risk level of 4, on a scale from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down. A higher risk generally means higher potential returns over time, but more ups and downs along the way.
To help you clarify your own attitude to risk, click the button below, to try our risk calculator.
The value could move up or down significantly and is likely to fluctuate more than the other Funds.
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Total annual fund charges (% of Fund’s net asset value)
| Fund | Age 18 and over | Under age 18 |
|---|---|---|
| Growth Fund | 1.50% | 0% |
| Balanced Fund | 1.35% | 0% |
| Income Fund | 0.80% | 0% |
Among other KiwiSaver eligibility requirements, membership is open to those who:
Here you’ll find all the key forms and documents related to the Growth Fund, including updates, guides, and policies, to help you manage your membership and stay informed.
The Balanced Fund is designed for investors who want a mix of growth and income over the long term. It spreads investments across assets like shares, private equity, smart energy and forestry and income assets like cash, fixed interest and mortgages. This fund aims to reduce the impact of market ups and downs compared to the Growth Fund. If you’re looking for a well-diversified approach and are prepared to stay invested over time, this fund may suit your investment goals.
The Income Fund is designed for members who prefer low risk and feel uneasy investing in growth assets like shares, or who are nearing retirement and may not have time to withstand market fluctuations. It offers a more cautious approach, prioritising capital preservation while still aiming for modest returns.
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