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KiwiSaver fund directory

Every open KiwiSaver scheme and fund on the Disclose Register, grouped from Defensive to Aggressive, with the annual fund charge, fund size, number of investors and a Morningstar return where there is one. Search by fund, scheme or provider. It covers the wider NZ market, not only the schemes Cam implements through. It is general information and not a recommendation. Prefer to browse by scheme? See every KiwiSaver provider and scheme.

How to read this directory

  • Categories. The register has no category field, so each fund is placed in Defensive, Conservative, Moderate, Balanced, Growth or Aggressive using the category its own name states (a Balanced Fund is Balanced). Where the name does not say, we use the type of investment it holds and its disclosed risk indicator. Morningstar uses its own categories, so the one shown beside a return can differ from the one we place the fund in.
  • Risk indicator. A scale from 1 to 7 that each provider discloses for its own fund. A higher number means a wider range of likely returns, both up and down. It describes how much a fund moves, not how good it is, and it is a different measure from the categories.
  • Annual fund charge. The total annual fund charge the provider disclosed, as a percentage of the amount invested. Other charges, such as fixed member fees, are not included. If you work with an adviser, how the adviser is paid is separate again, and is set out in our disclosure statement.
  • Fund size and investors. As disclosed by the provider in the fund's latest update.
  • Returns. These come from a different source. Where a fund appears in the Morningstar report, its card shows the ten-year return, or the five-year return where there is no ten-year figure, or the three-year return where there is neither, as a percentage a year after the fund's charges and before your own tax. A fund the report lists without a 3-year record says so, and a fund the report does not list shows no return. A return says what happened and not what will. The Morningstar returns report has the full comparison.
  • Sustainability. A card shows "Earned a 4 or 5 Globe Sustainability Rating (Morningstar)" where the Morningstar report marks the fund. That is Morningstar's own measure of how a fund's holdings score on environmental, social and governance factors compared with similar funds. A fund without the mark is not shown to have earned 4 or 5 globes: it may have fewer globes or none, and the report does not say which. It says nothing about returns.
  • Holdings. Each card says how many holdings the provider lists and what share the ten largest make up, or, where one holding is 25% or more of the fund, how big that one is. A fund that invests through another fund lists it as one holding, and the register does not show what is inside it, so a small number does not mean few investments underneath. The risk indicator measures how much returns have moved, not how many things a fund holds. This is a fact about the fund, not a score. The button above the sort menu shows only the funds with one holding of 25% or more, and the sort menu can order funds by holdings.
  • Updated. The date the provider last updated that fund on the register. Providers update on a schedule, so a figure can be a few months old.
  • Sorting. Funds start in fund-name order. The sort menu reorders them within each category, never across categories. Sorting by return uses the 10-year figure only, so a 5-year figure is never ranked against a 10-year one, and funds with no 10-year figure follow. A sort is a way to find a fund, not a recommendation.
  • Closed-membership schemes. A few schemes can only be joined by people connected to a particular employer, industry, organisation or community, such as the Maritime, SuperEasy and NZ Defence Force schemes. They are real KiwiSaver schemes, so they are listed, and marked "Closed-membership scheme", but most people cannot join them.
  • Not listed. Automatic age-based options that step a member down between funds as they get older (often called lifecycle, glidepath or age-based options) are left out, because they are not funds you choose between. A few funds the register still lists as open but the provider no longer offers to new members, such as Booster's Asset Class funds, are also left out. Fisher Funds has merged its KiwiSaver Scheme into its KiwiSaver Plan, so only the Plan is listed. Superlife is currently rebranding to Smart KiwiSaver, and Mercer is now Marsh.
  • Craigs and KiwiWrap. Both are registered KiwiSaver schemes, but the Disclose Register lists no open funds under either, so there is nothing to show here. They are platform-style schemes where members build a portfolio from a long list of investments, and each has its own entry rules. Check the scheme's own disclosure documents.

The source is the Disclose Register (opens in a new tab), run by the Ministry of Business, Innovation and Employment and the Companies Office. Funds in schemes marked "On Cam's implementation panel" are ones he can implement a change through, and carry the provider's logo. Other funds show the provider's name. A scheme being listed here, or marked, is not a recommendation to join it. Read the current Product Disclosure Statement before you decide, and see how Cam compares providers.

Disclose Register read on : 34 KiwiSaver schemes from 30 providers, with 355 open funds.

Returns: Morningstar KiwiSaver Survey, the three months to 30 June 2026, published 30 July 2026. 136 funds show a 10-year return, and 77 show a 5-year return because they have no 10-year figure, and 54 show a 3-year return because they have neither. 40 more are in the report without a 3-year record yet, and 48 are not in the report. 102 funds earned a 4 or 5 Globe Sustainability Rating in the report. Returns are annualised: each figure is a return per year, averaged across the period shown. Figures are net of the fund's annual charges and before your own tax. KiwiSaver is taxed at your prescribed investor rate, so two people in the same fund keep different amounts, and fixed dollar member fees are not reflected in a percentage. Funds the report does not list show no return. Past performance does not guarantee future returns.

Defensive 24 funds

  • Defensive

    AMP Cash Fund

    AMP KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.56%
    Fund size
    $108.2 million
    Investors
    2,820

    10-year return 2.1% a year

    Morningstar category: Cash

    All funds in this scheme: AMP KiwiSaver Scheme →

    38 holdings, ten largest = 44%

    Updated by provider

  • Defensive

    BNZ KiwiSaver Cash Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.30%
    Fund size
    $357.9 million
    Investors
    16,042

    10-year return 2.7% a year

    Morningstar category: Cash

    All funds in this scheme: BNZ KiwiSaver Scheme →

    54 holdings, ten largest = 47%

    Updated by provider

  • Defensive

    Capital Guaranteed Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    2 of 7
    Annual fund charge
    0.91%
    Fund size
    $95.7 million
    Investors
    7,722

    10-year return 2.6% a year

    Morningstar category: Miscellaneous

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,418 holdings, ten largest = 54%

    Updated by provider

  • Defensive

    Cash Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.22%
    Fund size
    $1.32 billion
    Investors
    47,910

    10-year return 2.8% a year

    Morningstar category: Cash

    All funds in this scheme: ANZ KiwiSaver Scheme →

    84 holdings, ten largest = 37%

    Updated by provider

  • Defensive

    Cash Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.47%
    Fund size
    $514.8 million
    Investors
    22,996

    10-year return 2.9% a year

    Morningstar category: Cash

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    79 holdings, ten largest = 31%

    Updated by provider

  • Defensive

    Cash Fund

    MAS KiwiSaver Scheme

    Risk indicator
    1 of 7
    Annual fund charge
    0.25%
    Fund size
    $20.8 million
    Investors
    413

    10-year return 2.8% a year

    Morningstar category: Cash

    All funds in this scheme: MAS KiwiSaver Scheme →

    25 holdings, ten largest = 56%

    Updated by provider

  • Defensive

    Cash Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    2 of 7
    Annual fund charge
    0.33%
    Fund size
    $33.3 million
    Investors
    1,156

    10-year return 2.5% a year

    Morningstar category: Cash

    All funds in this scheme: Mercer KiwiSaver Scheme →

    63 holdings, ten largest = 36%

    Updated by provider

  • Defensive

    Cash Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.46%
    Fund size
    $3.2 million
    Investors
    210

    10-year return 2.4% a year

    Morningstar category: Cash

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    63 holdings, ten largest = 36%

    Updated by provider

  • Defensive

    Cash Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.22%
    Fund size
    $94.1 million
    Investors
    1,616

    10-year return 2.7% a year

    Morningstar category: Cash

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    84 holdings, ten largest = 37%

    Updated by provider

  • Defensive

    Cash Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.25%
    Fund size
    $687.9 million
    Investors
    36,024

    10-year return 2.8% a year

    Morningstar category: Cash

    All funds in this scheme: Westpac KiwiSaver Scheme →

    184 holdings, ten largest = 19%

    Updated by provider

  • Defensive

    Cashplus Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.43%
    Fund size
    $133.5 million
    Investors
    3,571

    3-year return 5.4% a year No 5 or 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Generate KiwiSaver Scheme →

    29 holdings, ten largest = 72%

    Updated by provider

  • Defensive

    Defensive Fund

    Simplicity KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.24%
    Fund size
    $94.3 million
    Investors
    1,345

    3-year return 4.7% a year No 5 or 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: Simplicity KiwiSaver Scheme →

    531 holdings, ten largest = 49%

    Updated by provider

  • Defensive

    Enhanced Cash Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.75%
    Fund size
    $101.3 million
    Investors
    4,959

    10-year return 2.2% a year

    Morningstar category: Cash

    All funds in this scheme: Booster KiwiSaver Scheme →

    19 holdings, ten largest = 63%

    Updated by provider

  • Defensive

    GoalsGetter Amova NZ Cash Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.40%
    Fund size
    $4.0 million
    Investors
    75

    5-year return 3.8% a year No 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    103 holdings, ten largest = 35%

    Updated by provider

  • Defensive

    Hive Aurora Liquidity Fund

    Hive KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.40%
    Fund size
    $45.1 million
    Investors
    3,715

    3-year return 4.2% a year No 5 or 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Hive KiwiSaver Scheme →

    4 holdings, one is 100% of the fund

    Updated by provider

  • Defensive

    Investnow Macquarie NZ Cash Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.34%
    Fund size
    $8.5 million
    Investors
    434

    5-year return 3.6% a year No 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Defensive

    Kernel Cash Plus Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.25%
    Fund size
    $17.6 million
    Investors
    490

    3-year return 5.1% a year No 5 or 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Kernel KiwiSaver Plan →

    74 holdings, ten largest = 44%

    Updated by provider

  • Defensive

    Milford KiwiSaver Cash Fund

    Milford KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.20%
    Fund size
    $192.3 million
    Investors
    3,498

    5-year return 3.7% a year No 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Milford KiwiSaver Plan →

    66 holdings, ten largest = 47%

    Updated by provider

  • Defensive

    New Zealand Cash Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.63%
    Fund size
    $8.4 million
    Investors
    825

    5-year return 3.2% a year No 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Kōura KiwiSaver Scheme →

    5 holdings, one is 36% of the fund

    Updated by provider

  • Defensive

    NZ Cash Fund

    ASB KiwiSaver Scheme

    Risk indicator
    2 of 7
    Annual fund charge
    0.35%
    Fund size
    $893.9 million
    Investors
    36,149

    10-year return 2.5% a year

    Morningstar category: Cash

    All funds in this scheme: ASB KiwiSaver Scheme →

    14 holdings, one is 36% of the fund

    Updated by provider

  • Defensive

    NZ Cash Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    2 of 7
    Annual fund charge
    0.52%
    Fund size
    $73.4 million
    Investors
    3,076

    10-year return 2.8% a year

    Morningstar category: Cash

    All funds in this scheme: Superlife KiwiSaver Scheme →

    100 holdings, ten largest = 22%

    Updated by provider

  • Defensive

    SBS Wealth Cash Fund

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    1 of 7
    Annual fund charge
    0.46%
    Fund size
    $6.3 million
    Investors
    896

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    3 holdings, one is 97% of the fund

    Updated by provider

  • Defensive

    Summer New Zealand Cash

    Summer KiwiSaver Scheme

    Risk indicator
    1 of 7
    Annual fund charge
    0.50%
    Fund size
    $3.6 million
    Investors
    190

    5-year return 3.5% a year No 10-year figure available

    Morningstar category: Cash

    All funds in this scheme: Summer KiwiSaver Scheme →

    58 holdings, ten largest = 38%

    Updated by provider

  • Defensive

    UK Cash Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    4 of 7
    Annual fund charge
    0.49%
    Fund size
    $2.7 million
    Investors
    178

    10-year return 2.7% a year

    Morningstar category: Miscellaneous

    All funds in this scheme: Superlife KiwiSaver Scheme →

    3 holdings, one is 100% of the fund

    Updated by provider

Conservative 65 funds

  • Conservative

    AMP Conservative Fund

    AMP KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.78%
    Fund size
    $612.2 million
    Investors
    11,607

    10-year return 3.8% a year

    Morningstar category: Moderate

    All funds in this scheme: AMP KiwiSaver Scheme →

    7,203 holdings, ten largest = 18%

    Updated by provider

  • Conservative

    AMP Global Fixed Interest Fund

    AMP KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $1.5 million
    Investors
    74

    5-year return -0.8% a year No 10-year figure available

    Morningstar category: Global Fixed Interest

    All funds in this scheme: AMP KiwiSaver Scheme →

    2,676 holdings, ten largest = 8%

    Updated by provider

  • Conservative

    AMP NZ Fixed Interest Fund

    AMP KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.78%
    Fund size
    $2.5 million
    Investors
    108

    5-year return 0.3% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: AMP KiwiSaver Scheme →

    21 holdings, ten largest = 88%

    Updated by provider

  • Conservative

    Aurora First Home Buyer Strategy

    Hive KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    1.04%
    Fund size
    $83.3 million
    Investors
    2,722

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    16 holdings, one is 42% of the fund

    Updated by provider

  • Conservative

    Automatic Fund (Age 80)

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.32%
    Fund size
    $554,412
    Investors
    9

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, one is 31% of the fund

    Updated by provider

  • Conservative

    BCF KiwiSaver Scheme

    BCF KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.77%
    Fund size
    $19.8 million
    Investors
    728

    No Morningstar return for this fund

    All funds in this scheme: BCF KiwiSaver Scheme →

    0 holdings, ten largest = 100%

    Updated by provider

  • Conservative

    BNZ KiwiSaver Conservative Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.45%
    Fund size
    $928.8 million
    Investors
    32,431

    10-year return 3.8% a year

    Morningstar category: Conservative

    All funds in this scheme: BNZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,143 holdings, ten largest = 15%

    Updated by provider

  • Conservative

    BNZ KiwiSaver First Home Buyer Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.45%
    Fund size
    $386.2 million
    Investors
    18,824

    10-year return 3.7% a year

    Morningstar category: Conservative

    All funds in this scheme: BNZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,143 holdings, ten largest = 27%

    Updated by provider

  • Conservative

    Conservative Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.60%
    Fund size
    $1.59 billion
    Investors
    40,819

    10-year return 3.5% a year

    Morningstar category: Conservative

    All funds in this scheme: ANZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,498 holdings, ten largest = 10%

    Updated by provider

  • Conservative

    Conservative Fund

    ASB KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.40%
    Fund size
    $3.76 billion
    Investors
    127,452

    10-year return 4.2% a year

    Morningstar category: Conservative

    All funds in this scheme: ASB KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,979 holdings, ten largest = 18%

    Updated by provider

  • Conservative

    Conservative Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.90%
    Fund size
    $1.45 billion
    Investors
    52,606

    10-year return 4.4% a year

    Morningstar category: Moderate

    Fund details for Conservative Fund, Fisher Funds KiwiSaver Plan →

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    1,110 holdings, ten largest = 14%

    Updated by provider

  • Conservative

    Conservative Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    1.08%
    Fund size
    $178.6 million
    Investors
    4,447

    3-year return 7.4% a year No 5 or 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: Generate KiwiSaver Scheme →

    322 holdings, ten largest = 19%

    Updated by provider

  • Conservative

    Conservative Fund

    JMI Wealth KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    1.10%
    Fund size
    $844,173
    Investors
    14

    5-year return 3.2% a year No 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: JMI Wealth KiwiSaver Scheme →

    944 holdings, ten largest = 50%

    Updated by provider

  • Conservative

    Conservative Fund

    MAS KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.84%
    Fund size
    $86.4 million
    Investors
    1,597

    10-year return 4.1% a year

    Morningstar category: Conservative

    All funds in this scheme: MAS KiwiSaver Scheme →

    1,376 holdings, one is 44% of the fund

    Updated by provider

  • Conservative

    Conservative Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.69%
    Fund size
    $14.1 million
    Investors
    819

    10-year return 3.7% a year

    Morningstar category: Conservative

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,475 holdings, ten largest = 23%

    Updated by provider

  • Conservative

    Conservative Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.60%
    Fund size
    $476.6 million
    Investors
    13,379

    10-year return 3.5% a year

    Morningstar category: Conservative

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,498 holdings, ten largest = 10%

    Updated by provider

  • Conservative

    Conservative Fund

    Simplicity KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.24%
    Fund size
    $207.0 million
    Investors
    3,150

    5-year return 2.5% a year No 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: Simplicity KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    6,445 holdings, ten largest = 22%

    Updated by provider

  • Conservative

    Conservative Fund

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.32%
    Fund size
    $13.5 million
    Investors
    296

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, one is 34% of the fund

    Updated by provider

  • Conservative

    Conservative Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.40%
    Fund size
    $3.22 billion
    Investors
    136,581

    10-year return 4.3% a year

    Morningstar category: Moderate

    All funds in this scheme: Westpac KiwiSaver Scheme →

    3,107 holdings, ten largest = 9%

    Updated by provider

  • Conservative

    Conservative Portfolio

    Maritime KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.61%
    Fund size
    $1.9 million
    Investors
    44

    No Morningstar return for this fund

    All funds in this scheme: Maritime KiwiSaver Scheme →

    0 holdings, one is 36% of the fund

    Updated by provider

  • Conservative

    Conservative Strategy

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $71,407
    Investors
    3

    No Morningstar return for this fund

    All funds in this scheme: Kōura KiwiSaver Scheme →

    93 holdings, one is 26% of the fund

    Updated by provider

  • Conservative

    Core Conservative Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.54%
    Fund size
    $716.8 million
    Investors
    24,304

    10-year return 4.5% a year

    Morningstar category: Conservative

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    924 holdings, ten largest = 16%

    Updated by provider

  • Conservative

    Defensive Conservative Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.40%
    Fund size
    $255.3 million
    Investors
    12,559

    10-year return 4.1% a year

    Morningstar category: Conservative

    All funds in this scheme: Westpac KiwiSaver Scheme →

    3,107 holdings, ten largest = 10%

    Updated by provider

  • Conservative

    Global Aggregate Bond Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    0.59%
    Fund size
    $1.5 million
    Investors
    104

    5-year return -0.5% a year No 10-year figure available

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Conservative

    Global Select Conservative Fund

    AMP KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.98%
    Fund size
    $19.6 million
    Investors
    505

    5-year return 2.7% a year No 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 4% of the fund

    Updated by provider

  • Conservative

    GoalsGetter Amova Conservative Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.90%
    Fund size
    $2.7 million
    Investors
    63

    5-year return 2.6% a year No 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    1,343 holdings, ten largest = 19%

    Updated by provider

  • Conservative

    GoalsGetter Amova NZ Corporate Bond Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.70%
    Fund size
    $869,430
    Investors
    28

    5-year return 2.7% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    111 holdings, ten largest = 24%

    Updated by provider

  • Conservative

    GoalsGetter Milford Conservative Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    1.05%
    Fund size
    $1.6 million
    Investors
    33

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 99% of the fund

    Updated by provider

  • Conservative

    Hive Aurora Conservative Fund

    Hive KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    1.25%
    Fund size
    $117.0 million
    Investors
    6,441

    3-year return 5.4% a year No 5 or 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Hive KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    16 holdings, one is 27% of the fund

    Updated by provider

  • Conservative

    Income Fund

    Christian KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.80%
    Fund size
    $8.9 million
    Investors
    364

    No Morningstar return for this fund

    All funds in this scheme: Christian KiwiSaver Scheme →

    0 holdings, ten largest = 52%

    Updated by provider

  • Conservative

    International Fixed Interest Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.50%
    Fund size
    $2.3 million
    Investors
    151

    10-year return 0.8% a year

    Morningstar category: Global Fixed Interest

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    3,483 holdings, ten largest = 14%

    Updated by provider

  • Conservative

    Investnow Castle Point 5 Oceans Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    1.16%
    Fund size
    $352,087
    Investors
    37

    5-year return 5.3% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Fisher Funds Conservative Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.93%
    Fund size
    $1.5 million
    Investors
    81

    3-year return 6.1% a year No 5 or 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Harbour NZ Core Fixed Interest Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.66%
    Fund size
    $1.1 million
    Investors
    72

    5-year return 2.1% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Hunter Global Fixed Interest Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.53%
    Fund size
    $6.6 million
    Investors
    435

    5-year return 0.5% a year No 10-year figure available

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Macquarie NZ Fixed Interest Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.64%
    Fund size
    $561,609
    Investors
    55

    5-year return 1.6% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Mercer Responsible Hedged Global Fixed Interest Index Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.44%
    Fund size
    $1.0 million
    Investors
    91

    5-year return -0.6% a year No 10-year figure available

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Milford Conservative Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.85%
    Fund size
    $6.6 million
    Investors
    193

    5-year return 3.3% a year No 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Investnow Russell Investments Global Fixed Interest Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.58%
    Fund size
    $452,646
    Investors
    42

    5-year return -0.6% a year No 10-year figure available

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Investnow KiwiSaver Scheme →

    641 holdings, ten largest = 15%

    Updated by provider

  • Conservative

    Investnow Russell Investments NZ Fixed Interest Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.48%
    Fund size
    $2.3 million
    Investors
    179

    5-year return 1.7% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: Investnow KiwiSaver Scheme →

    92 holdings, ten largest = 54%

    Updated by provider

  • Conservative

    Kernel Conservative Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.25%
    Fund size
    $8.2 million
    Investors
    170

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    2,098 holdings, ten largest = 40%

    Updated by provider

  • Conservative

    Kernel NZ Bond Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.40%
    Fund size
    $971,114
    Investors
    77

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    88 holdings, ten largest = 59%

    Updated by provider

  • Conservative

    Kernel US Bond Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    0.30%
    Fund size
    $589,291
    Investors
    50

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    32 holdings, one is 100% of the fund

    Updated by provider

  • Conservative

    Lifestages Conservative Option

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.94%
    Fund size
    $11.2 million
    Investors
    290

    10-year return 4.1% a year

    Morningstar category: Moderate

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    96 holdings, ten largest = 80%

    Updated by provider

  • Conservative

    Milford Conservative Fund

    AMP KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    1.23%
    Fund size
    $17.5 million
    Investors
    356

    3-year return 5.8% a year No 5 or 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: AMP KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Milford KiwiSaver Conservative Fund

    Milford KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.85%
    Fund size
    $463.4 million
    Investors
    9,380

    10-year return 4.7% a year

    Morningstar category: Conservative

    All funds in this scheme: Milford KiwiSaver Plan →

    923 holdings, ten largest = 25%

    Updated by provider

  • Conservative

    New Zealand Fixed Interest Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.63%
    Fund size
    $68.6 million
    Investors
    7,855

    5-year return 2.4% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    Fund details for New Zealand Fixed Interest Fund, Kōura KiwiSaver Scheme →

    All funds in this scheme: Kōura KiwiSaver Scheme →

    84 holdings, ten largest = 37%

    Updated by provider

  • Conservative

    New Zealand Fixed Interest Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.34%
    Fund size
    $8.0 million
    Investors
    267

    10-year return 2.3% a year

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    169 holdings, ten largest = 41%

    Updated by provider

  • Conservative

    NZ Bonds Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    0.54%
    Fund size
    $37.6 million
    Investors
    2,221

    10-year return 3.3% a year

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: Superlife KiwiSaver Scheme →

    97 holdings, ten largest = 33%

    Updated by provider

  • Conservative

    Overseas Bonds Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    0.59%
    Fund size
    $11.1 million
    Investors
    1,181

    10-year return 2.2% a year

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Superlife KiwiSaver Scheme →

    1,651 holdings, ten largest = 23%

    Updated by provider

  • Conservative

    Overseas Non-Government Bonds Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    4 of 7
    Annual fund charge
    0.54%
    Fund size
    $18.9 million
    Investors
    1,490

    10-year return 1.3% a year

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Superlife KiwiSaver Scheme →

    2,934 holdings, ten largest = 14%

    Updated by provider

  • Conservative

    Pathfinder KiwiSaver Conservative Fund

    Pathfinder KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    1.17%
    Fund size
    $28.9 million
    Investors
    813

    5-year return 3.6% a year No 10-year figure available

    Morningstar category: Conservative

    All funds in this scheme: Pathfinder KiwiSaver Plan →

    451 holdings, ten largest = 21%

    Updated by provider

  • Conservative

    PIE KiwiSaver Conservative Fund

    PIE KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $28.7 million
    Investors
    815

    5-year return 2.7% a year No 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: PIE KiwiSaver Scheme →

    7 holdings, ten largest = 32%

    Updated by provider

  • Conservative

    QuayStreet Conservative Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $13.3 million
    Investors
    356

    10-year return 4.8% a year

    Morningstar category: Conservative

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    346 holdings, ten largest = 30%

    Updated by provider

  • Conservative

    QuayStreet Fixed Interest Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $2.4 million
    Investors
    79

    10-year return 3.3% a year

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    125 holdings, ten largest = 19%

    Updated by provider

  • Conservative

    QuayStreet Income Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $719,336
    Investors
    35

    10-year return 4.6% a year

    Morningstar category: Conservative

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    96 holdings, ten largest = 29%

    Updated by provider

  • Conservative

    Responsible Conservative Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    3 of 7
    Annual fund charge
    0.49%
    Fund size
    $798.8 million
    Investors
    20,868

    10-year return 3.8% a year

    Morningstar category: Conservative

    All funds in this scheme: Mercer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    2,623 holdings, ten largest = 26%

    Updated by provider

  • Conservative

    S&P/NZX NZ Government Bond Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    0.54%
    Fund size
    $1.3 million
    Investors
    122

    5-year return 0.8% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: Superlife KiwiSaver Scheme →

    18 holdings, ten largest = 87%

    Updated by provider

  • Conservative

    SBS Wealth Income Fund

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.90%
    Fund size
    $269.4 million
    Investors
    11,376

    10-year return 1.6% a year

    Morningstar category: Miscellaneous

    Fund details for SBS Wealth Income Fund, SBS Wealth KiwiSaver Scheme →

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    21 holdings, one is 30% of the fund

    Updated by provider

  • Conservative

    Sharesies Smartshares Conservative Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.47%
    Fund size
    $27.8 million
    Investors
    1,753

    3-year return 7.6% a year No 5 or 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Conservative

    Summer Conservative Selection

    Summer KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $10.6 million
    Investors
    223

    5-year return 3.1% a year No 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Summer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    615 holdings, ten largest = 38%

    Updated by provider

  • Conservative

    Summer Global Fixed Interest

    Summer KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $994,959
    Investors
    93

    5-year return 1.1% a year No 10-year figure available

    Morningstar category: Global Fixed Interest

    All funds in this scheme: Summer KiwiSaver Scheme →

    2 holdings, one is 97% of the fund

    Updated by provider

  • Conservative

    Summer New Zealand Fixed Interest

    Summer KiwiSaver Scheme

    Risk indicator
    3 of 7
    Annual fund charge
    0.75%
    Fund size
    $6.0 million
    Investors
    282

    5-year return 2.2% a year No 10-year figure available

    Morningstar category: NZ Fixed Interest

    All funds in this scheme: Summer KiwiSaver Scheme →

    80 holdings, ten largest = 48%

    Updated by provider

  • Conservative

    Superlife Conservative Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    0.57%
    Fund size
    $37.8 million
    Investors
    745

    10-year return 4.9% a year

    Morningstar category: Moderate

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5,524 holdings, ten largest = 17%

    Updated by provider

  • Conservative

    Superlife Income Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    0.56%
    Fund size
    $294.4 million
    Investors
    15,684

    10-year return 2.4% a year

    Morningstar category: Global Fixed Interest

    Fund details for Superlife Income Fund, Superlife KiwiSaver Scheme →

    All funds in this scheme: Superlife KiwiSaver Scheme →

    4,135 holdings, ten largest = 18%

    Updated by provider

Moderate 14 funds

  • Moderate

    AMP Moderate Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.79%
    Fund size
    $882.6 million
    Investors
    12,752

    10-year return 5.0% a year

    Morningstar category: Moderate

    All funds in this scheme: AMP KiwiSaver Scheme →

    7,203 holdings, ten largest = 16%

    Updated by provider

  • Moderate

    BNZ KiwiSaver Moderate Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.45%
    Fund size
    $877.2 million
    Investors
    26,589

    10-year return 5.7% a year

    Morningstar category: Moderate

    All funds in this scheme: BNZ KiwiSaver Scheme →

    4,143 holdings, ten largest = 14%

    Updated by provider

  • Moderate

    Conservative Balanced Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.72%
    Fund size
    $1.80 billion
    Investors
    40,248

    10-year return 4.7% a year

    Morningstar category: Moderate

    All funds in this scheme: ANZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,498 holdings, ten largest = 9%

    Updated by provider

  • Moderate

    Conservative Balanced Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.72%
    Fund size
    $201.9 million
    Investors
    2,713

    10-year return 4.7% a year

    Morningstar category: Moderate

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,498 holdings, ten largest = 9%

    Updated by provider

  • Moderate

    Lifestages Moderate Option

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.00%
    Fund size
    $29.8 million
    Investors
    490

    10-year return 5.3% a year

    Morningstar category: Moderate

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    96 holdings, ten largest = 75%

    Updated by provider

  • Moderate

    Milford KiwiSaver Moderate Fund

    Milford KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    0.95%
    Fund size
    $337.3 million
    Investors
    7,273

    5-year return 4.6% a year No 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Milford KiwiSaver Plan →

    990 holdings, ten largest = 23%

    Updated by provider

  • Moderate

    Moderate Fund

    ASB KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.60%
    Fund size
    $3.29 billion
    Investors
    71,777

    10-year return 5.5% a year

    Morningstar category: Moderate

    All funds in this scheme: ASB KiwiSaver Scheme →

    5,979 holdings, ten largest = 15%

    Updated by provider

  • Moderate

    Moderate Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    3 of 7
    Annual fund charge
    1.08%
    Fund size
    $261.8 million
    Investors
    11,651

    10-year return 4.5% a year

    Morningstar category: Moderate

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,775 holdings, ten largest = 18%

    Updated by provider

  • Moderate

    Moderate Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.14%
    Fund size
    $838.4 million
    Investors
    23,430

    10-year return 5.7% a year

    Morningstar category: Moderate

    Fund details for Moderate Fund, Generate KiwiSaver Scheme →

    All funds in this scheme: Generate KiwiSaver Scheme →

    320 holdings, ten largest = 18%

    Updated by provider

  • Moderate

    Moderate Fund

    MAS KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.94%
    Fund size
    $95.5 million
    Investors
    1,303

    10-year return 5.9% a year

    Morningstar category: Moderate

    All funds in this scheme: MAS KiwiSaver Scheme →

    1,376 holdings, one is 34% of the fund

    Updated by provider

  • Moderate

    Moderate Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.71%
    Fund size
    $9.4 million
    Investors
    433

    10-year return 5.0% a year

    Morningstar category: Moderate

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    4,521 holdings, ten largest = 18%

    Updated by provider

  • Moderate

    Moderate Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.40%
    Fund size
    $983.9 million
    Investors
    34,621

    10-year return 5.6% a year

    Morningstar category: Moderate

    All funds in this scheme: Westpac KiwiSaver Scheme →

    3,107 holdings, ten largest = 10%

    Updated by provider

  • Moderate

    Responsible Moderate Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    4 of 7
    Annual fund charge
    0.67%
    Fund size
    $243.9 million
    Investors
    4,695

    10-year return 5.1% a year

    Morningstar category: Moderate

    All funds in this scheme: Mercer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,186 holdings, ten largest = 18%

    Updated by provider

  • Moderate

    Socially Responsible Moderate Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.09%
    Fund size
    $84.3 million
    Investors
    3,224

    3-year return 6.9% a year No 5 or 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,031 holdings, ten largest = 15%

    Updated by provider

Balanced 56 funds

  • Balanced

    AMP Balanced Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.80%
    Fund size
    $1.57 billion
    Investors
    26,918

    10-year return 7.0% a year

    Morningstar category: Balanced

    All funds in this scheme: AMP KiwiSaver Scheme →

    7,203 holdings, ten largest = 15%

    Updated by provider

  • Balanced

    AMP Balanced Fund No. 2

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.80%
    Fund size
    $37.5 million
    Investors
    807

    5-year return 6.0% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: AMP KiwiSaver Scheme →

    7,203 holdings, ten largest = 15%

    Updated by provider

  • Balanced

    AMP Moderate Balanced Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.80%
    Fund size
    $1.04 billion
    Investors
    16,513

    10-year return 6.0% a year

    Morningstar category: Balanced

    All funds in this scheme: AMP KiwiSaver Scheme →

    7,203 holdings, ten largest = 15%

    Updated by provider

  • Balanced

    Australasian Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.19%
    Fund size
    $7.0 million
    Investors
    379

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Generate KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    55 holdings, ten largest = 52%

    Updated by provider

  • Balanced

    Automatic Fund (Age 20)

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.32%
    Fund size
    $260,092
    Investors
    103

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, one is 53% of the fund

    Updated by provider

  • Balanced

    Automatic Fund (Age 40)

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.32%
    Fund size
    $4.3 million
    Investors
    135

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, one is 33% of the fund

    Updated by provider

  • Balanced

    Automatic Fund (Age 60)

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.32%
    Fund size
    $15.2 million
    Investors
    202

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, ten largest = 100%

    Updated by provider

  • Balanced

    Balanced Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.86%
    Fund size
    $3.89 billion
    Investors
    84,158

    10-year return 6.0% a year

    Morningstar category: Balanced

    All funds in this scheme: ANZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,748 holdings, ten largest = 9%

    Updated by provider

  • Balanced

    Balanced Fund

    ASB KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.65%
    Fund size
    $4.93 billion
    Investors
    101,782

    10-year return 7.6% a year

    Morningstar category: Balanced

    All funds in this scheme: ASB KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,856 holdings, ten largest = 14%

    Updated by provider

  • Balanced

    Balanced Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.19%
    Fund size
    $925.5 million
    Investors
    31,811

    10-year return 6.8% a year

    Morningstar category: Balanced

    Fund details for Balanced Fund, Booster KiwiSaver Scheme →

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,775 holdings, ten largest = 15%

    Updated by provider

  • Balanced

    Balanced Fund

    Christian KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.35%
    Fund size
    $60.2 million
    Investors
    1,488

    No Morningstar return for this fund

    All funds in this scheme: Christian KiwiSaver Scheme →

    0 holdings, ten largest = 35%

    Updated by provider

  • Balanced

    Balanced Fund

    Evidential KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.70%
    Fund size
    $5.5 million
    Investors
    56

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Evidential KiwiSaver Scheme →

    3,413 holdings, ten largest = 59%

    Updated by provider

  • Balanced

    Balanced Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.11%
    Fund size
    $4.31 billion
    Investors
    101,114

    10-year return 6.9% a year

    Morningstar category: Balanced

    Fund details for Balanced Fund, Fisher Funds KiwiSaver Plan →

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    1,116 holdings, ten largest = 15%

    Updated by provider

  • Balanced

    Balanced Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.24%
    Fund size
    $500.0 million
    Investors
    11,097

    3-year return 10.9% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Generate KiwiSaver Scheme →

    772 holdings, ten largest = 23%

    Updated by provider

  • Balanced

    Balanced Fund

    JMI Wealth KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.23%
    Fund size
    $3.8 million
    Investors
    73

    5-year return 5.4% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: JMI Wealth KiwiSaver Scheme →

    948 holdings, ten largest = 49%

    Updated by provider

  • Balanced

    Balanced Fund

    MAS KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.98%
    Fund size
    $448.4 million
    Investors
    4,695

    10-year return 7.8% a year

    Morningstar category: Balanced

    All funds in this scheme: MAS KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1,376 holdings, ten largest = 38%

    Updated by provider

  • Balanced

    Balanced Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.72%
    Fund size
    $132.0 million
    Investors
    2,948

    10-year return 6.7% a year

    Morningstar category: Balanced

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    4,521 holdings, ten largest = 16%

    Updated by provider

  • Balanced

    Balanced Fund

    NZ Funds KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.00%
    Fund size
    $17.0 million
    Investors
    467

    No Morningstar return for this fund

    All funds in this scheme: NZ Funds KiwiSaver Scheme →

    33 holdings, one is 27% of the fund

    Updated by provider

  • Balanced

    Balanced Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.86%
    Fund size
    $620.0 million
    Investors
    7,707

    10-year return 6.0% a year

    Morningstar category: Balanced

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,748 holdings, ten largest = 9%

    Updated by provider

  • Balanced

    Balanced Fund

    Simplicity KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.24%
    Fund size
    $884.4 million
    Investors
    14,504

    5-year return 6.1% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Simplicity KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    6,445 holdings, ten largest = 22%

    Updated by provider

  • Balanced

    Balanced Fund

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.32%
    Fund size
    $21.8 million
    Investors
    432

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, ten largest = 100%

    Updated by provider

  • Balanced

    Balanced Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.50%
    Fund size
    $2.45 billion
    Investors
    76,979

    10-year return 7.3% a year

    Morningstar category: Balanced

    All funds in this scheme: Westpac KiwiSaver Scheme →

    3,107 holdings, ten largest = 13%

    Updated by provider

  • Balanced

    Balanced Portfolio

    Maritime KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.71%
    Fund size
    $16.2 million
    Investors
    200

    No Morningstar return for this fund

    All funds in this scheme: Maritime KiwiSaver Scheme →

    0 holdings, one is 25% of the fund

    Updated by provider

  • Balanced

    Balanced Strategy

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    0.93%
    Fund size
    $159,711
    Investors
    45

    No Morningstar return for this fund

    All funds in this scheme: Kōura KiwiSaver Scheme →

    93 holdings, one is 62% of the fund

    Updated by provider

  • Balanced

    BNZ KiwiSaver Balanced Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.45%
    Fund size
    $1.04 billion
    Investors
    25,285

    10-year return 7.4% a year

    Morningstar category: Balanced

    All funds in this scheme: BNZ KiwiSaver Scheme →

    4,143 holdings, ten largest = 18%

    Updated by provider

  • Balanced

    BNZ KiwiSaver Default Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.35%
    Fund size
    $913.6 million
    Investors
    65,806

    3-year return 11.3% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: BNZ KiwiSaver Scheme →

    4,124 holdings, ten largest = 18%

    Updated by provider

  • Balanced

    Default Balanced Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.40%
    Fund size
    $1.08 billion
    Investors
    72,728

    3-year return 10.5% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Westpac KiwiSaver Scheme →

    3,107 holdings, ten largest = 12%

    Updated by provider

  • Balanced

    Default Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    0.36%
    Fund size
    $1.11 billion
    Investors
    73,070

    3-year return 11.5% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    839 holdings, ten largest = 17%

    Updated by provider

  • Balanced

    Default Fund

    Simplicity KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.24%
    Fund size
    $728.9 million
    Investors
    54,555

    3-year return 11.0% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Simplicity KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    6,444 holdings, ten largest = 20%

    Updated by provider

  • Balanced

    Default Saver Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    0.35%
    Fund size
    $771.5 million
    Investors
    55,903

    3-year return 10.9% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    3,932 holdings, ten largest = 14%

    Updated by provider

  • Balanced

    Ethica Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    4 of 7
    Annual fund charge
    0.70%
    Fund size
    $78.2 million
    Investors
    1,476

    10-year return 7.5% a year

    Morningstar category: Balanced

    All funds in this scheme: Superlife KiwiSaver Scheme →

    279 holdings, ten largest = 74%

    Updated by provider

  • Balanced

    GoalsGetter Amova Balanced Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.14%
    Fund size
    $8.2 million
    Investors
    156

    5-year return 3.3% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    1,343 holdings, ten largest = 25%

    Updated by provider

  • Balanced

    GoalsGetter Generate Balanced Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.49%
    Fund size
    $2.9 million
    Investors
    73

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Balanced

    GoalsGetter Milford Balanced Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $5.2 million
    Investors
    105

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Balanced

    Hive Harbour Balanced Fund

    Hive KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.40%
    Fund size
    Not stated
    Investors
    Not stated

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    Holdings not disclosed

    Updated by provider

  • Balanced

    Income Strategy

    NZ Funds KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.12%
    Fund size
    $157.2 million
    Investors
    23,055

    No Morningstar return for this fund

    All funds in this scheme: NZ Funds KiwiSaver Scheme →

    64 holdings, ten largest = 52%

    Updated by provider

  • Balanced

    Investnow Foundation Series Balanced Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.38%
    Fund size
    $17.9 million
    Investors
    581

    5-year return 6.6% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Investnow KiwiSaver Scheme →

    7 holdings, one is 29% of the fund

    Updated by provider

  • Balanced

    Investnow Mercer Responsible Balanced Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $772,794
    Investors
    66

    5-year return 4.7% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Balanced

    Investnow Milford Balanced Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.15%
    Fund size
    $33.8 million
    Investors
    687

    5-year return 5.7% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Balanced

    Investnow Mint Diversified Income Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.01%
    Fund size
    $9.3 million
    Investors
    559

    5-year return 2.0% a year No 10-year figure available

    Morningstar category: Moderate

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Balanced

    Kernel Balanced Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    0.25%
    Fund size
    $68.5 million
    Investors
    1,395

    3-year return 12.7% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    Fund details for Kernel Balanced Fund, Kernel KiwiSaver Plan →

    All funds in this scheme: Kernel KiwiSaver Plan →

    2,149 holdings, ten largest = 30%

    Updated by provider

  • Balanced

    Lifestages Balanced Option

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.10%
    Fund size
    $34.9 million
    Investors
    601

    10-year return 7.1% a year

    Morningstar category: Balanced

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    95 holdings, ten largest = 68%

    Updated by provider

  • Balanced

    Milford Balanced Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.35%
    Fund size
    $73.7 million
    Investors
    1,859

    3-year return 8.0% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: AMP KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Balanced

    Milford KiwiSaver Balanced Fund

    Milford KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.05%
    Fund size
    $2.58 billion
    Investors
    34,489

    10-year return 8.2% a year

    Morningstar category: Balanced

    Fund details for Milford KiwiSaver Balanced Fund, Milford KiwiSaver Plan →

    All funds in this scheme: Milford KiwiSaver Plan →

    969 holdings, ten largest = 23%

    Updated by provider

  • Balanced

    Pathfinder KiwiSaver Balanced Fund

    Pathfinder KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.30%
    Fund size
    $156.3 million
    Investors
    3,176

    5-year return 6.1% a year No 10-year figure available

    Morningstar category: Balanced

    Fund details for Pathfinder KiwiSaver Balanced Fund, Pathfinder KiwiSaver Plan →

    All funds in this scheme: Pathfinder KiwiSaver Plan →

    454 holdings, ten largest = 19%

    Updated by provider

  • Balanced

    PIE KiwiSaver Balanced Fund

    PIE KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.84%
    Fund size
    $60.0 million
    Investors
    1,309

    5-year return 3.6% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: PIE KiwiSaver Scheme →

    14 holdings, ten largest = 17%

    Updated by provider

  • Balanced

    QuayStreet Altum Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $6.2 million
    Investors
    193

    10-year return 7.6% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    37 holdings, ten largest = 58%

    Updated by provider

  • Balanced

    QuayStreet Balanced Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.00%
    Fund size
    $108.2 million
    Investors
    1,465

    10-year return 8.1% a year

    Morningstar category: Balanced

    Fund details for QuayStreet Balanced Fund, QuayStreet KiwiSaver Scheme →

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    351 holdings, ten largest = 28%

    Updated by provider

  • Balanced

    QuayStreet Socially Responsible Investment Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.00%
    Fund size
    $18.7 million
    Investors
    333

    10-year return 7.8% a year

    Morningstar category: Balanced

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    165 holdings, ten largest = 21%

    Updated by provider

  • Balanced

    Responsible Balanced Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    4 of 7
    Annual fund charge
    0.77%
    Fund size
    $702.5 million
    Investors
    11,861

    10-year return 6.7% a year

    Morningstar category: Balanced

    All funds in this scheme: Mercer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,186 holdings, ten largest = 16%

    Updated by provider

  • Balanced

    Sharesies Milford Balanced Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.07%
    Fund size
    $739
    Investors
    3

    No Morningstar return for this fund

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    0 holdings, one is 100% of the fund

    Updated by provider

  • Balanced

    Sharesies Smartshares Balanced Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.50%
    Fund size
    $57.9 million
    Investors
    3,034

    3-year return 10.8% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Balanced

    Socially Responsible Balanced Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.21%
    Fund size
    $462.4 million
    Investors
    11,892

    10-year return 7.1% a year

    Morningstar category: Balanced

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,031 holdings, ten largest = 15%

    Updated by provider

  • Balanced

    Summer Balanced Selection

    Summer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.90%
    Fund size
    $128.8 million
    Investors
    1,994

    5-year return 4.2% a year No 10-year figure available

    Morningstar category: Balanced

    All funds in this scheme: Summer KiwiSaver Scheme →

    615 holdings, ten largest = 28%

    Updated by provider

  • Balanced

    Superlife Balanced Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    4 of 7
    Annual fund charge
    0.60%
    Fund size
    $92.0 million
    Investors
    1,465

    10-year return 7.3% a year

    Morningstar category: Balanced

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5,524 holdings, ten largest = 20%

    Updated by provider

  • Balanced

    Superlife Default Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    4 of 7
    Annual fund charge
    0.20%
    Fund size
    $786.2 million
    Investors
    56,453

    3-year return 10.1% a year No 5 or 10-year figure available

    Morningstar category: Balanced

    Fund details for Superlife Default Fund, Superlife KiwiSaver Scheme →

    All funds in this scheme: Superlife KiwiSaver Scheme →

    1,453 holdings, one is 37% of the fund

    Updated by provider

Growth 60 funds

  • Growth

    AMP Growth Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.81%
    Fund size
    $1.53 billion
    Investors
    31,210

    10-year return 8.9% a year

    Morningstar category: Growth

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    7,203 holdings, ten largest = 18%

    Updated by provider

  • Growth

    Balanced Growth Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.89%
    Fund size
    $4.16 billion
    Investors
    97,260

    10-year return 7.3% a year

    Morningstar category: Growth

    All funds in this scheme: ANZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,758 holdings, ten largest = 11%

    Updated by provider

  • Growth

    Balanced Growth Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.89%
    Fund size
    $595.1 million
    Investors
    7,744

    10-year return 7.3% a year

    Morningstar category: Growth

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,758 holdings, ten largest = 11%

    Updated by provider

  • Growth

    BNZ KiwiSaver Growth Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.45%
    Fund size
    $2.18 billion
    Investors
    53,898

    10-year return 9.4% a year

    Morningstar category: Growth

    All funds in this scheme: BNZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,143 holdings, ten largest = 22%

    Updated by provider

  • Growth

    Global Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.18%
    Fund size
    $56.1 million
    Investors
    2,371

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Generate KiwiSaver Scheme →

    62 holdings, ten largest = 45%

    Updated by provider

  • Growth

    Global Select Balanced Growth Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.09%
    Fund size
    $406.6 million
    Investors
    6,000

    10-year return 7.9% a year

    Morningstar category: Growth

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 7% of the fund

    Updated by provider

  • Growth

    Global Select Growth Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.15%
    Fund size
    $131.3 million
    Investors
    4,708

    5-year return 7.2% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 7% of the fund

    Updated by provider

  • Growth

    GoalsGetter Amova Growth Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.29%
    Fund size
    $12.4 million
    Investors
    307

    5-year return 3.7% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    1,343 holdings, ten largest = 32%

    Updated by provider

  • Growth

    GoalsGetter Generate Thematic Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.45%
    Fund size
    $1.5 million
    Investors
    89

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 99% of the fund

    Updated by provider

  • Growth

    GoalsGetter Milford Active Growth Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $17.9 million
    Investors
    407

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 99% of the fund

    Updated by provider

  • Growth

    GoalsGetter Pathfinder Ethical Growth Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.51%
    Fund size
    $2.3 million
    Investors
    76

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 99% of the fund

    Updated by provider

  • Growth

    GoalsGetter Salt Capital Growth Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.28%
    Fund size
    $1.6 million
    Investors
    51

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    6 holdings, one is 100% of the fund

    Updated by provider

  • Growth

    Growth Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.95%
    Fund size
    $5.58 billion
    Investors
    218,726

    10-year return 8.6% a year

    Morningstar category: Growth

    All funds in this scheme: ANZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,759 holdings, ten largest = 13%

    Updated by provider

  • Growth

    Growth Fund

    ASB KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.70%
    Fund size
    $7.51 billion
    Investors
    147,739

    10-year return 9.3% a year

    Morningstar category: Growth

    All funds in this scheme: ASB KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,856 holdings, ten largest = 18%

    Updated by provider

  • Growth

    Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.24%
    Fund size
    $816.1 million
    Investors
    24,299

    10-year return 8.5% a year

    Morningstar category: Growth

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,775 holdings, ten largest = 17%

    Updated by provider

  • Growth

    Growth Fund

    Christian KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.50%
    Fund size
    $41.4 million
    Investors
    950

    No Morningstar return for this fund

    All funds in this scheme: Christian KiwiSaver Scheme →

    0 holdings, ten largest = 28%

    Updated by provider

  • Growth

    Growth Fund

    Evidential KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.75%
    Fund size
    $12.3 million
    Investors
    144

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Evidential KiwiSaver Scheme →

    3,412 holdings, ten largest = 54%

    Updated by provider

  • Growth

    Growth Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.23%
    Fund size
    $4.40 billion
    Investors
    96,908

    10-year return 8.9% a year

    Morningstar category: Growth

    Fund details for Growth Fund, Fisher Funds KiwiSaver Plan →

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    1,001 holdings, ten largest = 18%

    Updated by provider

  • Growth

    Growth Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $2.33 billion
    Investors
    52,978

    10-year return 9.5% a year

    Morningstar category: Growth

    Fund details for Growth Fund, Generate KiwiSaver Scheme →

    All funds in this scheme: Generate KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    772 holdings, ten largest = 28%

    Updated by provider

  • Growth

    Growth Fund

    JMI Wealth KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.29%
    Fund size
    $12.0 million
    Investors
    137

    5-year return 6.7% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: JMI Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    889 holdings, ten largest = 54%

    Updated by provider

  • Growth

    Growth Fund

    MAS KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.98%
    Fund size
    $587.2 million
    Investors
    5,903

    10-year return 9.6% a year

    Morningstar category: Growth

    All funds in this scheme: MAS KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1,376 holdings, ten largest = 33%

    Updated by provider

  • Growth

    Growth Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.79%
    Fund size
    $63.2 million
    Investors
    1,708

    10-year return 8.3% a year

    Morningstar category: Growth

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,521 holdings, ten largest = 20%

    Updated by provider

  • Growth

    Growth Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.95%
    Fund size
    $623.8 million
    Investors
    12,315

    10-year return 8.6% a year

    Morningstar category: Growth

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,759 holdings, ten largest = 13%

    Updated by provider

  • Growth

    Growth Fund

    Simplicity KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.24%
    Fund size
    $3.11 billion
    Investors
    44,915

    5-year return 8.3% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Simplicity KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    6,454 holdings, ten largest = 26%

    Updated by provider

  • Growth

    Growth Fund

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.32%
    Fund size
    $41.7 million
    Investors
    707

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, one is 30% of the fund

    Updated by provider

  • Growth

    Growth Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.55%
    Fund size
    $3.69 billion
    Investors
    114,033

    10-year return 8.7% a year

    Morningstar category: Growth

    All funds in this scheme: Westpac KiwiSaver Scheme →

    3,107 holdings, ten largest = 18%

    Updated by provider

  • Growth

    Growth Portfolio

    Maritime KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.76%
    Fund size
    $2.7 million
    Investors
    65

    No Morningstar return for this fund

    All funds in this scheme: Maritime KiwiSaver Scheme →

    0 holdings, one is 25% of the fund

    Updated by provider

  • Growth

    Growth Strategy

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.02%
    Fund size
    $692,369
    Investors
    22

    No Morningstar return for this fund

    All funds in this scheme: Kōura KiwiSaver Scheme →

    89 holdings, one is 83% of the fund

    Updated by provider

  • Growth

    Growth Strategy

    NZ Funds KiwiSaver Scheme

    Risk indicator
    6 of 7
    Annual fund charge
    2.01%
    Fund size
    $955.3 million
    Investors
    25,202

    No Morningstar return for this fund

    All funds in this scheme: NZ Funds KiwiSaver Scheme →

    118 holdings, ten largest = 38%

    Updated by provider

  • Growth

    Hive Aurora Growth Fund

    Hive KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.50%
    Fund size
    $357.2 million
    Investors
    11,818

    3-year return 9.5% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Hive KiwiSaver Scheme →

    16 holdings, ten largest = 98%

    Updated by provider

  • Growth

    Hive Harbour Growth Fund

    Hive KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.50%
    Fund size
    Not stated
    Investors
    Not stated

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    Holdings not disclosed

    Updated by provider

  • Growth

    Hive Munro Global Growth Climate Leaders Fund

    Hive KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.60%
    Fund size
    Not stated
    Investors
    Not stated

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    Holdings not disclosed

    Updated by provider

  • Growth

    Hive PIE Growth Fund

    Hive KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.50%
    Fund size
    Not stated
    Investors
    Not stated

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    Holdings not disclosed

    Updated by provider

  • Growth

    Inflation Strategy

    NZ Funds KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.42%
    Fund size
    $225.9 million
    Investors
    22,293

    No Morningstar return for this fund

    All funds in this scheme: NZ Funds KiwiSaver Scheme →

    143 holdings, ten largest = 27%

    Updated by provider

  • Growth

    Investnow Fisher Funds Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.04%
    Fund size
    $14.7 million
    Investors
    898

    3-year return 8.7% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Investnow Foundation Series Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.38%
    Fund size
    $47.0 million
    Investors
    1,713

    5-year return 8.5% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    7 holdings, one is 38% of the fund

    Updated by provider

  • Growth

    Investnow Harbour Balanced Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.04%
    Fund size
    $1.6 million
    Investors
    104

    No Morningstar return for this fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Investnow Milford Active Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.05%
    Fund size
    $80.8 million
    Investors
    2,169

    3-year return 10.4% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Investnow Mint Diversified Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.21%
    Fund size
    $6.0 million
    Investors
    459

    5-year return 2.1% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Investnow Pathfinder Ethical Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.37%
    Fund size
    $7.7 million
    Investors
    366

    5-year return 6.4% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Investnow Salt Capital Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.09%
    Fund size
    $6.8 million
    Investors
    502

    No Morningstar return for this fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Investnow Smart Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.51%
    Fund size
    $9.6 million
    Investors
    576

    3-year return 13.1% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Lifestages Growth Option

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.17%
    Fund size
    $40.5 million
    Investors
    647

    10-year return 8.8% a year

    Morningstar category: Growth

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    96 holdings, one is 27% of the fund

    Updated by provider

  • Growth

    Milford Active Growth Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.48%
    Fund size
    $107.8 million
    Investors
    3,049

    3-year return 10.2% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Milford KiwiSaver Active Growth Fund

    Milford KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.05%
    Fund size
    $8.96 billion
    Investors
    107,406

    10-year return 10.2% a year

    Morningstar category: Growth

    Fund details for Milford KiwiSaver Active Growth Fund, Milford KiwiSaver Plan →

    All funds in this scheme: Milford KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    791 holdings, ten largest = 23%

    Updated by provider

  • Growth

    Pathfinder KiwiSaver Growth Fund

    Pathfinder KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.35%
    Fund size
    $422.6 million
    Investors
    7,734

    5-year return 7.0% a year No 10-year figure available

    Morningstar category: Growth

    Fund details for Pathfinder KiwiSaver Growth Fund, Pathfinder KiwiSaver Plan →

    All funds in this scheme: Pathfinder KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    455 holdings, ten largest = 21%

    Updated by provider

  • Growth

    PIE KiwiSaver Growth Fund

    PIE KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.03%
    Fund size
    $436.4 million
    Investors
    9,458

    5-year return 3.3% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: PIE KiwiSaver Scheme →

    24 holdings, ten largest = 15%

    Updated by provider

  • Growth

    QuayStreet Growth Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $212.6 million
    Investors
    3,195

    10-year return 9.7% a year

    Morningstar category: Growth

    Fund details for QuayStreet Growth Fund, QuayStreet KiwiSaver Scheme →

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    351 holdings, ten largest = 28%

    Updated by provider

  • Growth

    Responsible Growth Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    4 of 7
    Annual fund charge
    0.86%
    Fund size
    $315.2 million
    Investors
    6,006

    10-year return 8.5% a year

    Morningstar category: Growth

    All funds in this scheme: Mercer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,186 holdings, ten largest = 20%

    Updated by provider

  • Growth

    Sharesies Fisher Funds Growth Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.20%
    Fund size
    $8.2 million
    Investors
    760

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Sharesies Pathfinder Ethical Growth Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    1.35%
    Fund size
    $45.3 million
    Investors
    2,305

    3-year return 11.1% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Sharesies PIE Global Growth 2 Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.49%
    Fund size
    $90.5 million
    Investors
    4,230

    3-year return 15.3% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Sharesies Smartshares Growth Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.51%
    Fund size
    $120.2 million
    Investors
    5,284

    3-year return 13.1% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Growth

    Sharesies Total World Share Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.12%
    Fund size
    $23.6 million
    Investors
    1,927

    No Morningstar return for this fund

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    0 holdings, one is 97% of the fund

    Updated by provider

  • Growth

    Shielded Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.30%
    Fund size
    $17.3 million
    Investors
    612

    5-year return 6.8% a year No 10-year figure available

    Morningstar category: Aggressive

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,762 holdings, ten largest = 21%

    Updated by provider

  • Growth

    Socially Responsible Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.23%
    Fund size
    $142.2 million
    Investors
    3,898

    3-year return 11.5% a year No 5 or 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,031 holdings, ten largest = 18%

    Updated by provider

  • Growth

    Summer Growth Selection

    Summer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.89%
    Fund size
    $116.9 million
    Investors
    1,639

    5-year return 5.4% a year No 10-year figure available

    Morningstar category: Growth

    All funds in this scheme: Summer KiwiSaver Scheme →

    615 holdings, ten largest = 17%

    Updated by provider

  • Growth

    Superlife Growth Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    4 of 7
    Annual fund charge
    0.61%
    Fund size
    $93.4 million
    Investors
    1,870

    10-year return 8.7% a year

    Morningstar category: Growth

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5,524 holdings, ten largest = 26%

    Updated by provider

  • Growth

    Thematic Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.18%
    Fund size
    $117.1 million
    Investors
    4,066

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Generate KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    71 holdings, ten largest = 38%

    Updated by provider

  • Growth

    US Large Growth Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    6 of 7
    Annual fund charge
    0.57%
    Fund size
    $162.8 million
    Investors
    3,884

    10-year return 19.6% a year

    Morningstar category: US Equities

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5 holdings, one is 100% of the fund

    Updated by provider

Aggressive 136 funds

Risk indicator 4 or lower

  • Aggressive

    Aggressive Fund

    Fisher Funds KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.16%
    Fund size
    $574.4 million
    Investors
    16,275

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Fisher Funds KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    650 holdings, ten largest = 24%

    Updated by provider

  • Aggressive

    Aggressive Fund

    SuperEasy KiwiSaver Superannuation Scheme Closed-membership scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.32%
    Fund size
    $46.7 million
    Investors
    765

    No Morningstar return for this fund

    All funds in this scheme: SuperEasy KiwiSaver Superannuation Scheme →

    0 holdings, one is 49% of the fund

    Updated by provider

  • Aggressive

    AMP Aggressive Fund

    AMP KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.82%
    Fund size
    $1.25 billion
    Investors
    30,406

    10-year return 9.9% a year

    Morningstar category: Aggressive

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    7,066 holdings, ten largest = 20%

    Updated by provider

  • Aggressive

    Castle Point 5 Oceans Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    3 of 7
    Annual fund charge
    1.26%
    Fund size
    $934,378
    Investors
    67

    No Morningstar return for this fund

    All funds in this scheme: Superlife KiwiSaver Scheme →

    3 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    High Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.30%
    Fund size
    $1.01 billion
    Investors
    29,160

    10-year return 9.9% a year

    Morningstar category: Aggressive

    Fund details for High Growth Fund, Booster KiwiSaver Scheme →

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5,775 holdings, ten largest = 20%

    Updated by provider

  • Aggressive

    Investnow Antipodes Global Value Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.99%
    Fund size
    $11.4 million
    Investors
    574

    3-year return 20.0% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    75 holdings, ten largest = 29%

    Updated by provider

  • Aggressive

    Investnow Russell Investments Global Shares Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.87%
    Fund size
    $5.0 million
    Investors
    223

    5-year return 13.5% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    711 holdings, ten largest = 34%

    Updated by provider

  • Aggressive

    Investnow Te Ahumairangi Global Equity Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.61%
    Fund size
    $42.4 million
    Investors
    538

    3-year return 21.0% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    262 holdings, ten largest = 20%

    Updated by provider

  • Aggressive

    Pathfinder KiwiSaver High Growth Fund

    Pathfinder KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.29%
    Fund size
    $74.2 million
    Investors
    1,712

    Morningstar 3 year+ returns are not available for this younger fund

    Fund details for Pathfinder KiwiSaver High Growth Fund, Pathfinder KiwiSaver Plan →

    All funds in this scheme: Pathfinder KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    444 holdings, ten largest = 27%

    Updated by provider

  • Aggressive

    QuayStreet High Growth Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.30%
    Fund size
    $21.4 million
    Investors
    428

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    262 holdings, ten largest = 28%

    Updated by provider

  • Aggressive

    QuayStreet New Zealand Equity Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    4 of 7
    Annual fund charge
    1.25%
    Fund size
    $13.2 million
    Investors
    485

    10-year return 7.6% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    34 holdings, ten largest = 72%

    Updated by provider

  • Aggressive

    Responsible High Growth Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    4 of 7
    Annual fund charge
    0.88%
    Fund size
    $473.4 million
    Investors
    8,035

    10-year return 9.8% a year

    Morningstar category: Aggressive

    All funds in this scheme: Mercer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,186 holdings, ten largest = 24%

    Updated by provider

  • Aggressive

    Summer New Zealand Equities

    Summer KiwiSaver Scheme

    Risk indicator
    4 of 7
    Annual fund charge
    0.90%
    Fund size
    $18.9 million
    Investors
    708

    5-year return 2.8% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Summer KiwiSaver Scheme →

    50 holdings, ten largest = 60%

    Updated by provider

Risk indicator 5

  • Aggressive

    Aggressive Fund

    ASB KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.75%
    Fund size
    $1.35 billion
    Investors
    33,126

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: ASB KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,190 holdings, ten largest = 22%

    Updated by provider

  • Aggressive

    Aggressive Fund

    MAS KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.97%
    Fund size
    $310.0 million
    Investors
    4,022

    10-year return 10.8% a year

    Morningstar category: Aggressive

    All funds in this scheme: MAS KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1,353 holdings, ten largest = 28%

    Updated by provider

  • Aggressive

    AMP Australasian Shares Fund

    AMP KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.74%
    Fund size
    $6.5 million
    Investors
    418

    5-year return 2.5% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: AMP KiwiSaver Scheme →

    333 holdings, ten largest = 63%

    Updated by provider

  • Aggressive

    AMP International Shares Fund

    AMP KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.77%
    Fund size
    $150.4 million
    Investors
    3,262

    5-year return 12.2% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: AMP KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    961 holdings, ten largest = 26%

    Updated by provider

  • Aggressive

    Asia Pacific Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $16.3 million
    Investors
    1,209

    No Morningstar return for this fund

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Australasian Property Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.00%
    Fund size
    $15.0 million
    Investors
    630

    10-year return 3.4% a year

    Morningstar category: Property

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    122 holdings, ten largest = 74%

    Updated by provider

  • Aggressive

    Australasian Share Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.98%
    Fund size
    $30.3 million
    Investors
    862

    10-year return 7.2% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    119 holdings, ten largest = 69%

    Updated by provider

  • Aggressive

    Australian Dividend Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $3.2 million
    Investors
    259

    10-year return 9.5% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    55 holdings, ten largest = 74%

    Updated by provider

  • Aggressive

    Australian Mid Cap Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $33.3 million
    Investors
    1,365

    10-year return 11.7% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    56 holdings, ten largest = 31%

    Updated by provider

  • Aggressive

    Australian Shares Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $24.8 million
    Investors
    1,603

    10-year return 10.4% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    207 holdings, ten largest = 48%

    Updated by provider

  • Aggressive

    Australian Top 20 Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $7.5 million
    Investors
    625

    10-year return 11.6% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    24 holdings, ten largest = 76%

    Updated by provider

  • Aggressive

    BNZ KiwiSaver High Growth Fund

    BNZ KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.45%
    Fund size
    $613.1 million
    Investors
    17,676

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: BNZ KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    2,370 holdings, ten largest = 27%

    Updated by provider

  • Aggressive

    Emerging Markets Equities Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.63%
    Fund size
    $41.1 million
    Investors
    8,620

    5-year return 11.0% a year No 10-year figure available

    Morningstar category: Miscellaneous

    All funds in this scheme: Kōura KiwiSaver Scheme →

    3 holdings, one is 99% of the fund

    Updated by provider

  • Aggressive

    Emerging Markets Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.73%
    Fund size
    $32.2 million
    Investors
    2,583

    10-year return 9.5% a year

    Morningstar category: Miscellaneous

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Europe Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $17.8 million
    Investors
    1,046

    10-year return 11.5% a year

    Morningstar category: Miscellaneous

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Focused Growth Fund

    Generate KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.27%
    Fund size
    $5.51 billion
    Investors
    119,233

    10-year return 11.1% a year

    Morningstar category: Aggressive

    Fund details for Focused Growth Fund, Generate KiwiSaver Scheme →

    All funds in this scheme: Generate KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    624 holdings, ten largest = 33%

    Updated by provider

  • Aggressive

    Geared Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.41%
    Fund size
    $807.9 million
    Investors
    17,368

    10-year return 12.1% a year

    Morningstar category: Aggressive

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    2,482 holdings, ten largest = 24%

    Updated by provider

  • Aggressive

    Global Equities Fund

    MAS KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.98%
    Fund size
    $202.7 million
    Investors
    2,425

    10-year return 11.9% a year

    Morningstar category: International Share

    All funds in this scheme: MAS KiwiSaver Scheme →

    1,297 holdings, ten largest = 27%

    Updated by provider

  • Aggressive

    GoalsGetter Amova Global Shares Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.35%
    Fund size
    $11.2 million
    Investors
    301

    5-year return 8.6% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    53 holdings, ten largest = 40%

    Updated by provider

  • Aggressive

    GoalsGetter Amova High Growth Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.35%
    Fund size
    $1.9 million
    Investors
    69

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    350 holdings, ten largest = 39%

    Updated by provider

  • Aggressive

    GoalsGetter Amova SRI Equity Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.13%
    Fund size
    $1.7 million
    Investors
    64

    5-year return 2.2% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    44 holdings, ten largest = 74%

    Updated by provider

  • Aggressive

    GoalsGetter Generate Focused Growth Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.51%
    Fund size
    $14.4 million
    Investors
    346

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    5 holdings, one is 99% of the fund

    Updated by provider

  • Aggressive

    GoalsGetter Milford Aggressive Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.35%
    Fund size
    $5.3 million
    Investors
    141

    No Morningstar return for this fund

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    6 holdings, one is 99% of the fund

    Updated by provider

  • Aggressive

    High Growth Fund

    ANZ KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.95%
    Fund size
    $1.02 billion
    Investors
    31,239

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: ANZ KiwiSaver Scheme →

    2,224 holdings, ten largest = 15%

    Updated by provider

  • Aggressive

    High Growth Fund

    Evidential KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.80%
    Fund size
    $19.7 million
    Investors
    292

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Evidential KiwiSaver Scheme →

    3,238 holdings, one is 27% of the fund

    Updated by provider

  • Aggressive

    High Growth Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.86%
    Fund size
    $81.6 million
    Investors
    2,161

    10-year return 9.8% a year

    Morningstar category: Aggressive

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,521 holdings, ten largest = 23%

    Updated by provider

  • Aggressive

    High Growth Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.95%
    Fund size
    $83.7 million
    Investors
    1,281

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    2,224 holdings, ten largest = 15%

    Updated by provider

  • Aggressive

    High Growth Fund

    Simplicity KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.24%
    Fund size
    $1.91 billion
    Investors
    34,938

    3-year return 16.0% a year No 5 or 10-year figure available

    Morningstar category: Aggressive

    All funds in this scheme: Simplicity KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1,019 holdings, ten largest = 31%

    Updated by provider

  • Aggressive

    High Growth Fund

    Westpac KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.70%
    Fund size
    $1.20 billion
    Investors
    40,377

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Westpac KiwiSaver Scheme →

    1,451 holdings, ten largest = 22%

    Updated by provider

  • Aggressive

    Hive Aurora Aggressive Fund

    Hive KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.60%
    Fund size
    Not stated
    Investors
    Not stated

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    Holdings not disclosed

    Updated by provider

  • Aggressive

    Hive PIE Aggressive Fund

    Hive KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.60%
    Fund size
    Not stated
    Investors
    Not stated

    No Morningstar return for this fund

    All funds in this scheme: Hive KiwiSaver Scheme →

    Holdings not disclosed

    Updated by provider

  • Aggressive

    International Share Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.95%
    Fund size
    $93.2 million
    Investors
    1,203

    10-year return 13.7% a year

    Morningstar category: International Share

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    1,980 holdings, ten largest = 18%

    Updated by provider

  • Aggressive

    Investnow Castle Point Trans-Tasman Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.07%
    Fund size
    $464,209
    Investors
    39

    5-year return 0.8% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Clarity Global Shares Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.06%
    Fund size
    $6.5 million
    Investors
    330

    5-year return 16.2% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series Global ESG Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.10%
    Fund size
    $2.0 million
    Investors
    89

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    2 holdings, one is 67% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series Hedged Total World Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.06%
    Fund size
    $33.2 million
    Investors
    786

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    2 holdings, one is 104% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series High Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.37%
    Fund size
    $10.3 million
    Investors
    446

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4 holdings, one is 48% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series Total World Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.06%
    Fund size
    $219.2 million
    Investors
    3,728

    3-year return 22.7% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series US 500 Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.03%
    Fund size
    $84.9 million
    Investors
    2,138

    3-year return 23.6% a year No 5 or 10-year figure available

    Morningstar category: US Equities

    All funds in this scheme: Investnow KiwiSaver Scheme →

    2 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series US Dividend Equity Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.06%
    Fund size
    $1.7 million
    Investors
    138

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    2 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Generate Focused Growth Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.35%
    Fund size
    $13.0 million
    Investors
    660

    3-year return 15.3% a year No 5 or 10-year figure available

    Morningstar category: Aggressive

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Harbour Australasian Equity Focus Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.21%
    Fund size
    $1.5 million
    Investors
    87

    5-year return -1.0% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Harbour T. Rowe Price Global Equity Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.21%
    Fund size
    $11.6 million
    Investors
    589

    5-year return 8.6% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Mercer All Country Global Shares Index Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.50%
    Fund size
    $23.5 million
    Investors
    1,290

    5-year return 11.9% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Mercer NZ Shares Passive Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.38%
    Fund size
    $3.5 million
    Investors
    322

    5-year return 1.9% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Milford Aggressive Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.15%
    Fund size
    $10.7 million
    Investors
    484

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Mint Australasian Equity Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.19%
    Fund size
    $1.1 million
    Investors
    88

    5-year return 1.2% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Russell Investments Hedged Global Shares Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.89%
    Fund size
    $1.9 million
    Investors
    83

    5-year return 9.2% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Investnow KiwiSaver Scheme →

    711 holdings, ten largest = 35%

    Updated by provider

  • Aggressive

    Investnow Salt Enhanced Property Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.01%
    Fund size
    $1.9 million
    Investors
    155

    3-year return 2.5% a year No 5 or 10-year figure available

    Morningstar category: Property

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Kernel Australia 100 Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $2.9 million
    Investors
    259

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    107 holdings, ten largest = 53%

    Updated by provider

  • Aggressive

    Kernel Emerging Markets Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.45%
    Fund size
    $7.7 million
    Investors
    652

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    10 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Kernel Global ESG (NZD Hedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $5.1 million
    Investors
    195

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    781 holdings, ten largest = 30%

    Updated by provider

  • Aggressive

    Kernel Global ESG Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $17.1 million
    Investors
    588

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    576 holdings, ten largest = 30%

    Updated by provider

  • Aggressive

    Kernel Global Infrastructure (NZD Hedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $2.4 million
    Investors
    167

    3-year return 13.1% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Kernel KiwiSaver Plan →

    290 holdings, ten largest = 44%

    Updated by provider

  • Aggressive

    Kernel Global Infrastructure Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $6.2 million
    Investors
    442

    3-year return 16.3% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Kernel KiwiSaver Plan →

    121 holdings, ten largest = 44%

    Updated by provider

  • Aggressive

    Kernel High Growth Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $795.2 million
    Investors
    15,427

    3-year return 17.1% a year No 5 or 10-year figure available

    Morningstar category: Aggressive

    Fund details for Kernel High Growth Fund, Kernel KiwiSaver Plan →

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    2,070 holdings, ten largest = 33%

    Updated by provider

  • Aggressive

    Kernel NZ 20 Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $2.7 million
    Investors
    283

    3-year return 4.5% a year No 5 or 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Kernel KiwiSaver Plan →

    25 holdings, ten largest = 78%

    Updated by provider

  • Aggressive

    Kernel NZ 50 ESG Tilted Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $1.3 million
    Investors
    139

    3-year return 5.1% a year No 5 or 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Kernel KiwiSaver Plan →

    51 holdings, ten largest = 70%

    Updated by provider

  • Aggressive

    Kernel NZ Commercial Property Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $676,754
    Investors
    62

    3-year return 2.2% a year No 5 or 10-year figure available

    Morningstar category: Property

    All funds in this scheme: Kernel KiwiSaver Plan →

    14 holdings, ten largest = 100%

    Updated by provider

  • Aggressive

    Kernel NZ Small & Mid Cap Opportunities Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $874,018
    Investors
    110

    3-year return 9.0% a year No 5 or 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Kernel KiwiSaver Plan →

    40 holdings, ten largest = 54%

    Updated by provider

  • Aggressive

    Kernel S&P Global 100 (NZD Hedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $16.0 million
    Investors
    565

    3-year return 21.8% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    261 holdings, ten largest = 58%

    Updated by provider

  • Aggressive

    Kernel S&P Global 100 Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $118.1 million
    Investors
    2,900

    3-year return 26.2% a year No 5 or 10-year figure available

    Morningstar category: International Share

    Fund details for Kernel S&P Global 100 Fund, Kernel KiwiSaver Plan →

    All funds in this scheme: Kernel KiwiSaver Plan →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    117 holdings, ten largest = 59%

    Updated by provider

  • Aggressive

    Kernel S&P Global Dividend Aristocrats Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $7.4 million
    Investors
    456

    3-year return 18.1% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Kernel KiwiSaver Plan →

    101 holdings, ten largest = 19%

    Updated by provider

  • Aggressive

    Kernel World Ex-US (NZD Hedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $8.5 million
    Investors
    315

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    1,178 holdings, ten largest = 13%

    Updated by provider

  • Aggressive

    Kernel World Ex-US Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.25%
    Fund size
    $16.1 million
    Investors
    793

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    963 holdings, ten largest = 13%

    Updated by provider

  • Aggressive

    Lifestages Aggressive Option

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.24%
    Fund size
    $154.9 million
    Investors
    5,732

    10-year return 10.6% a year

    Morningstar category: Aggressive

    Fund details for Lifestages Aggressive Option, SBS Wealth KiwiSaver Scheme →

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    77 holdings, one is 31% of the fund

    Updated by provider

  • Aggressive

    Milford Aggressive Fund

    AMP KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.48%
    Fund size
    $82.6 million
    Investors
    2,355

    3-year return 11.8% a year No 5 or 10-year figure available

    Morningstar category: Aggressive

    All funds in this scheme: AMP KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Milford KiwiSaver Aggressive Fund

    Milford KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.15%
    Fund size
    $3.35 billion
    Investors
    60,957

    5-year return 7.7% a year No 10-year figure available

    Morningstar category: Aggressive

    Fund details for Milford KiwiSaver Aggressive Fund, Milford KiwiSaver Plan →

    All funds in this scheme: Milford KiwiSaver Plan →

    578 holdings, ten largest = 31%

    Updated by provider

  • Aggressive

    New Zealand Equities Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.63%
    Fund size
    $53.9 million
    Investors
    8,022

    5-year return 1.2% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Kōura KiwiSaver Scheme →

    41 holdings, ten largest = 66%

    Updated by provider

  • Aggressive

    NZ Dividend Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $4.2 million
    Investors
    356

    10-year return 7.3% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    27 holdings, ten largest = 74%

    Updated by provider

  • Aggressive

    NZ Mid Cap Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $7.1 million
    Investors
    709

    10-year return 8.2% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    43 holdings, ten largest = 56%

    Updated by provider

  • Aggressive

    NZ Property Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.10%
    Fund size
    $3.3 million
    Investors
    2,638

    3-year return -3.7% a year No 5 or 10-year figure available

    Morningstar category: Property

    All funds in this scheme: Kōura KiwiSaver Scheme →

    12 holdings, ten largest = 95%

    Updated by provider

  • Aggressive

    NZ Property Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $8.3 million
    Investors
    910

    10-year return 4.2% a year

    Morningstar category: Property

    All funds in this scheme: Superlife KiwiSaver Scheme →

    11 holdings, ten largest = 99%

    Updated by provider

  • Aggressive

    NZ Shares Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $24.6 million
    Investors
    1,709

    10-year return 6.0% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    53 holdings, ten largest = 50%

    Updated by provider

  • Aggressive

    NZ Top 10 Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $4.1 million
    Investors
    340

    No Morningstar return for this fund

    All funds in this scheme: Superlife KiwiSaver Scheme →

    12 holdings, ten largest = 100%

    Updated by provider

  • Aggressive

    NZ Top 50 Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $54.1 million
    Investors
    1,751

    10-year return 7.6% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    53 holdings, ten largest = 50%

    Updated by provider

  • Aggressive

    Overseas Shares (Currency Hedged) Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.58%
    Fund size
    $31.6 million
    Investors
    1,631

    10-year return 11.3% a year

    Morningstar category: International Share

    All funds in this scheme: Superlife KiwiSaver Scheme →

    1,184 holdings, ten largest = 29%

    Updated by provider

  • Aggressive

    Overseas Shares Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.58%
    Fund size
    $40.7 million
    Investors
    1,850

    10-year return 14.4% a year

    Morningstar category: International Share

    All funds in this scheme: Superlife KiwiSaver Scheme →

    1,184 holdings, ten largest = 28%

    Updated by provider

  • Aggressive

    PIE KiwiSaver Aggressive Fund

    PIE KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.25%
    Fund size
    $97.3 million
    Investors
    1,955

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: PIE KiwiSaver Scheme →

    14 holdings, ten largest = 17%

    Updated by provider

  • Aggressive

    QuayStreet Australian Equity Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.26%
    Fund size
    $3.1 million
    Investors
    141

    10-year return 7.0% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    62 holdings, ten largest = 50%

    Updated by provider

  • Aggressive

    QuayStreet International Equity (NZD Hedged) Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.15%
    Fund size
    $1.8 million
    Investors
    38

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    119 holdings, ten largest = 32%

    Updated by provider

  • Aggressive

    QuayStreet International Equity Fund

    QuayStreet KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.15%
    Fund size
    $42.9 million
    Investors
    711

    10-year return 13.9% a year

    Morningstar category: International Share

    Fund details for QuayStreet International Equity Fund, QuayStreet KiwiSaver Scheme →

    All funds in this scheme: QuayStreet KiwiSaver Scheme →

    110 holdings, ten largest = 32%

    Updated by provider

  • Aggressive

    Responsible Shares Fund

    Mercer KiwiSaver Scheme Mercer is now Marsh

    Risk indicator
    5 of 7
    Annual fund charge
    0.93%
    Fund size
    $81.8 million
    Investors
    2,196

    10-year return 10.6% a year

    Morningstar category: International Share

    All funds in this scheme: Mercer KiwiSaver Scheme →

    1,409 holdings, ten largest = 28%

    Updated by provider

  • Aggressive

    Rest of World Equities Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    0.63%
    Fund size
    $62.5 million
    Investors
    8,614

    5-year return 10.8% a year No 10-year figure available

    Morningstar category: International Share

    Fund details for Rest of World Equities Fund, Kōura KiwiSaver Scheme →

    All funds in this scheme: Kōura KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    3 holdings, one is 99% of the fund

    Updated by provider

  • Aggressive

    S&P/Asx 200 Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $6.1 million
    Investors
    426

    5-year return 9.8% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    207 holdings, ten largest = 48%

    Updated by provider

  • Aggressive

    S&P/NZX 50 Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.59%
    Fund size
    $6.0 million
    Investors
    464

    5-year return 1.8% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    53 holdings, ten largest = 68%

    Updated by provider

  • Aggressive

    SBS Wealth High Growth Fund

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.24%
    Fund size
    $539.0 million
    Investors
    17,618

    10-year return 10.5% a year

    Morningstar category: Aggressive

    Fund details for SBS Wealth High Growth Fund, SBS Wealth KiwiSaver Scheme →

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    76 holdings, one is 37% of the fund

    Updated by provider

  • Aggressive

    Select International Share Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.91%
    Fund size
    $69.9 million
    Investors
    848

    10-year return 16.5% a year

    Morningstar category: International Share

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    339 holdings, ten largest = 29%

    Updated by provider

  • Aggressive

    Shares Fund

    New Zealand Defence Force KiwiSaver Scheme Closed-membership scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.88%
    Fund size
    $47.7 million
    Investors
    1,460

    10-year return 10.9% a year

    Morningstar category: International Share

    All funds in this scheme: New Zealand Defence Force KiwiSaver Scheme →

    1,963 holdings, ten largest = 25%

    Updated by provider

  • Aggressive

    Sharesies Generate Focused Growth Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.31%
    Fund size
    $13.3 million
    Investors
    1,080

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Sharesies Milford Aggressive Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    1.15%
    Fund size
    $221.1 million
    Investors
    9,870

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Socially Responsible Geared Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.31%
    Fund size
    $209.3 million
    Investors
    6,092

    3-year return 16.0% a year No 5 or 10-year figure available

    Morningstar category: Miscellaneous

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    744 holdings, ten largest = 25%

    Updated by provider

  • Aggressive

    Socially Responsible High Growth Fund

    Booster KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.24%
    Fund size
    $1.00 billion
    Investors
    20,815

    10-year return 11.0% a year

    Morningstar category: Aggressive

    Fund details for Socially Responsible High Growth Fund, Booster KiwiSaver Scheme →

    All funds in this scheme: Booster KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    4,031 holdings, ten largest = 22%

    Updated by provider

  • Aggressive

    Strategic High Growth Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    5 of 7
    Annual fund charge
    1.10%
    Fund size
    $44.9 million
    Investors
    4,109

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kōura KiwiSaver Scheme →

    6 holdings, one is 98% of the fund

    Updated by provider

  • Aggressive

    Summer Australian Equities

    Summer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.90%
    Fund size
    $18.2 million
    Investors
    700

    5-year return 8.4% a year No 10-year figure available

    Morningstar category: Australasian Shares

    All funds in this scheme: Summer KiwiSaver Scheme →

    108 holdings, ten largest = 41%

    Updated by provider

  • Aggressive

    Summer Global Equities

    Summer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.89%
    Fund size
    $45.9 million
    Investors
    785

    5-year return 7.7% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Summer KiwiSaver Scheme →

    329 holdings, ten largest = 21%

    Updated by provider

  • Aggressive

    Summer Listed Property

    Summer KiwiSaver Scheme

    Risk indicator
    5 of 7
    Annual fund charge
    0.90%
    Fund size
    $7.9 million
    Investors
    463

    5-year return -1.9% a year No 10-year figure available

    Morningstar category: Property

    All funds in this scheme: Summer KiwiSaver Scheme →

    35 holdings, ten largest = 91%

    Updated by provider

  • Aggressive

    Superlife High Growth Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.63%
    Fund size
    $839.0 million
    Investors
    20,760

    10-year return 10.1% a year

    Morningstar category: Aggressive

    Fund details for Superlife High Growth Fund, Superlife KiwiSaver Scheme →

    All funds in this scheme: Superlife KiwiSaver Scheme →

    1,448 holdings, ten largest = 30%

    Updated by provider

  • Aggressive

    Total World (NZD Hedged) Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.58%
    Fund size
    $9.9 million
    Investors
    355

    5-year return 10.4% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Superlife KiwiSaver Scheme →

    11 holdings, one is 105% of the fund

    Updated by provider

  • Aggressive

    Total World Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.58%
    Fund size
    $37.9 million
    Investors
    1,368

    10-year return 14.5% a year

    Morningstar category: International Share

    All funds in this scheme: Superlife KiwiSaver Scheme →

    4 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    US 500 Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.54%
    Fund size
    $127.6 million
    Investors
    3,273

    10-year return 17.1% a year

    Morningstar category: US Equities

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    US Large Value Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.57%
    Fund size
    $14.7 million
    Investors
    806

    10-year return 14.3% a year

    Morningstar category: US Equities

    All funds in this scheme: Superlife KiwiSaver Scheme →

    5 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    US Mid Cap Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    5 of 7
    Annual fund charge
    0.57%
    Fund size
    $5.2 million
    Investors
    580

    10-year return 13.6% a year

    Morningstar category: US Equities

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5 holdings, one is 100% of the fund

    Updated by provider

Risk indicator 6 and 7

  • Aggressive

    AE KiwiSaver Plan

    AE KiwiSaver Plan

    Risk indicator
    7 of 7
    Annual fund charge
    4.26%
    Fund size
    $103.3 million
    Investors
    3,578

    No Morningstar return for this fund

    All funds in this scheme: AE KiwiSaver Plan →

    45 holdings, one is 59% of the fund

    Updated by provider

  • Aggressive

    Australian Financials Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    6 of 7
    Annual fund charge
    0.59%
    Fund size
    $15.8 million
    Investors
    974

    10-year return 11.5% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    35 holdings, one is 31% of the fund

    Updated by provider

  • Aggressive

    Australian Property Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    6 of 7
    Annual fund charge
    0.59%
    Fund size
    $3.3 million
    Investors
    462

    10-year return 5.5% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    23 holdings, ten largest = 56%

    Updated by provider

  • Aggressive

    Australian Resources Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    6 of 7
    Annual fund charge
    0.59%
    Fund size
    $29.0 million
    Investors
    1,422

    10-year return 16.7% a year

    Morningstar category: Australasian Shares

    All funds in this scheme: Superlife KiwiSaver Scheme →

    59 holdings, one is 40% of the fund

    Updated by provider

  • Aggressive

    Bitcoin Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    7 of 7
    Annual fund charge
    1.10%
    Fund size
    $14.4 million
    Investors
    4,262

    3-year return 25.9% a year No 5 or 10-year figure available

    Morningstar category: Miscellaneous

    All funds in this scheme: Kōura KiwiSaver Scheme →

    4 holdings, one is 60% of the fund

    Updated by provider

  • Aggressive

    Clean Energy Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    7 of 7
    Annual fund charge
    1.10%
    Fund size
    $5.0 million
    Investors
    2,705

    3-year return 8.7% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Kōura KiwiSaver Scheme →

    3 holdings, one is 100% of the fund

    Updated by provider

  • Aggressive

    Global Property Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    6 of 7
    Annual fund charge
    0.58%
    Fund size
    $16.7 million
    Investors
    1,548

    10-year return 4.2% a year

    Morningstar category: Property

    All funds in this scheme: Superlife KiwiSaver Scheme →

    6 holdings, one is 102% of the fund

    Updated by provider

  • Aggressive

    GoalsGetter Amova Ark Disruptive Innovation Fund

    GoalsGetter KiwiSaver Scheme

    Risk indicator
    7 of 7
    Annual fund charge
    1.45%
    Fund size
    $41.0 million
    Investors
    794

    5-year return -4.6% a year No 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: GoalsGetter KiwiSaver Scheme →

    60 holdings, ten largest = 47%

    Updated by provider

  • Aggressive

    International Property Fund

    OneAnswer KiwiSaver Scheme

    Risk indicator
    6 of 7
    Annual fund charge
    1.00%
    Fund size
    $8.0 million
    Investors
    399

    10-year return 4.3% a year

    Morningstar category: Property

    All funds in this scheme: OneAnswer KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    212 holdings, ten largest = 52%

    Updated by provider

  • Aggressive

    Investnow Foundation Series Hedged US 500 Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    6 of 7
    Annual fund charge
    0.03%
    Fund size
    $12.9 million
    Investors
    486

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    2 holdings, one is 105% of the fund

    Updated by provider

  • Aggressive

    Investnow Foundation Series Nasdaq-100 Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    6 of 7
    Annual fund charge
    0.15%
    Fund size
    $15.0 million
    Investors
    646

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Investnow Mercer Global Listed Real Estate Fund

    Investnow KiwiSaver Scheme

    Risk indicator
    6 of 7
    Annual fund charge
    1.38%
    Fund size
    $424,989
    Investors
    60

    No Morningstar return for this fund

    All funds in this scheme: Investnow KiwiSaver Scheme →

    1 holding, 100% of the fund

    Updated by provider

  • Aggressive

    Kernel Global Property (NZD Hedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    6 of 7
    Annual fund charge
    0.25%
    Fund size
    $1.2 million
    Investors
    89

    3-year return 10.6% a year No 5 or 10-year figure available

    Morningstar category: Property

    All funds in this scheme: Kernel KiwiSaver Plan →

    432 holdings, ten largest = 48%

    Updated by provider

  • Aggressive

    Kernel S&P 500 (NZD Hedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    6 of 7
    Annual fund charge
    0.25%
    Fund size
    $37.0 million
    Investors
    1,201

    3-year return 18.6% a year No 5 or 10-year figure available

    Morningstar category: US Equities

    All funds in this scheme: Kernel KiwiSaver Plan →

    538 holdings, ten largest = 36%

    Updated by provider

  • Aggressive

    Kernel S&P 500 (Unhedged) Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    6 of 7
    Annual fund charge
    0.25%
    Fund size
    $43.5 million
    Investors
    1,474

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Kernel KiwiSaver Plan →

    513 holdings, ten largest = 37%

    Updated by provider

  • Aggressive

    Kernel S&P Global Clean Energy Fund

    Kernel KiwiSaver Plan On Cam's implementation panel

    Risk indicator
    6 of 7
    Annual fund charge
    0.45%
    Fund size
    $5.5 million
    Investors
    348

    3-year return 15.5% a year No 5 or 10-year figure available

    Morningstar category: International Share

    All funds in this scheme: Kernel KiwiSaver Plan →

    66 holdings, ten largest = 58%

    Updated by provider

  • Aggressive

    SBS Wealth Focused Growth Fund

    SBS Wealth KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    6 of 7
    Annual fund charge
    1.21%
    Fund size
    $27.7 million
    Investors
    6,595

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: SBS Wealth KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    22 holdings, ten largest = 68%

    Updated by provider

  • Aggressive

    Sharesies US500 Fund

    Sharesies KiwiSaver Scheme

    Risk indicator
    6 of 7
    Annual fund charge
    0.09%
    Fund size
    $325.7 million
    Investors
    14,769

    Morningstar 3 year+ returns are not available for this younger fund

    All funds in this scheme: Sharesies KiwiSaver Scheme →

    2 holdings, one is 99% of the fund

    Updated by provider

  • Aggressive

    US Equities Fund

    Kōura KiwiSaver Scheme On Cam's implementation panel

    Risk indicator
    6 of 7
    Annual fund charge
    0.63%
    Fund size
    $181.6 million
    Investors
    9,087

    5-year return 13.1% a year No 10-year figure available

    Morningstar category: US Equities

    Fund details for US Equities Fund, Kōura KiwiSaver Scheme →

    All funds in this scheme: Kōura KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    3 holdings, one is 99% of the fund

    Updated by provider

  • Aggressive

    US Small Cap Fund

    Superlife KiwiSaver Scheme On Cam's implementation panel Currently rebranding to Smart KiwiSaver

    Risk indicator
    6 of 7
    Annual fund charge
    0.57%
    Fund size
    $6.5 million
    Investors
    628

    10-year return 13.5% a year

    Morningstar category: US Equities

    All funds in this scheme: Superlife KiwiSaver Scheme →

    Earned a 4 or 5 Globe Sustainability Rating (Morningstar)

    5 holdings, one is 100% of the fund

    Updated by provider

The schemes in this directory

Each link opens that scheme on the Disclose Register, where the provider's own disclosures sit. Each scheme also has a page of its own, listed on KiwiSaver providers and schemes.

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