Comparison Tool
Compare Every KiwiSaver Fund in New Zealand
Most New Zealanders pick a KiwiSaver fund when they start their first job and never look at it again. We get it — life gets busy, and comparing funds isn't exactly anyone's idea of a fun weekend.
But here's the thing: the difference between an expensive fund and a well-managed one can be tens of thousands of dollars by the time you retire. Our team built this tool because we believe New Zealanders deserve an easy way to see what they're actually paying and what they're getting in return — without the jargon.
Every KiwiSaver fund in the country is here, with data sourced from the Government's Disclose Register (MBIE / Companies Office). Filter by provider or fund type, sort by fees or returns, and pick up to three funds to compare side by side. We've done the data wrangling so you can spend five minutes here and make a decision that matters for the next thirty years.
Data sourced from the Government's Disclose Register (MBIE / Companies Office). Returns shown are net of annual fund charges and tax. Figures as at 30 June 2026.
416 funds · Past performance does not guarantee future results. This information does not constitute financial advice.
| Fund Name ↕ | Provider ↕ | Type ↕ | Risk ↕ | Annual Fee ↕ | 1-Year Return ↕ | 3-Year Return ↕ | 5-Year Return ↕ | 10-Year Return ↕ | Since Inception ↕ | Members ↕ | Fund Size ↕ | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AE KiwiSaver Plan | Always Ethical | Balanced | 7/7 | 4.26% | 14.10% | 7.76% | 7.42% | 8.34% | 8.57% | 3,578 | $103M | |
| AMP Aggressive Fund | AMP | Aggressive | 4/7 | 0.82% | 20.91% | 12.44% | 6.70% | 7.79% | 9.05% | 30,406 | $1,250M | |
| AMP Aggressive Fund (Lifesteps) | AMP | Aggressive | 4/7 | 0.82% | 20.91% | 12.44% | 6.70% | 7.79% | 9.05% | 13,317 | $185M | |
| AMP Australasian Shares Fund | AMP | Aggressive | 5/7 | 0.74% | 6.17% | 3.89% | 1.33% | — | 5.72% | 418 | $7M | |
| AMP Balanced Fund | AMP | Balanced | 4/7 | 0.80% | 13.44% | 9.04% | 4.55% | 5.56% | 6.32% | 26,918 | $1,568M | |
| AMP Balanced Fund (Lifesteps) | AMP | Balanced | 4/7 | 0.80% | 13.44% | 9.04% | 4.55% | 5.56% | 6.32% | 8,799 | $366M | |
| AMP Balanced Fund No. 2 | AMP | Balanced | 4/7 | 0.80% | 13.48% | 9.03% | 4.54% | — | 6.11% | 807 | $38M | |
| AMP Cash Fund | AMP | Defensive | 2/7 | 0.56% | 1.66% | 2.96% | 2.17% | 1.53% | 1.53% | 2,820 | $108M | |
| AMP Conservative Fund | AMP | Conservative | 3/7 | 0.78% | 6.36% | 5.15% | 2.28% | 2.94% | 3.21% | 11,607 | $612M | |
| AMP Conservative Fund (Lifesteps) | AMP | Conservative | 3/7 | 0.78% | 6.36% | 5.15% | 2.28% | 2.94% | 3.21% | 5,238 | $295M | |
| AMP Defensive Conservative Fund Closed to new investors | AMP | Defensive | 3/7 | 0.43% | 5.65% | 4.76% | 2.11% | 2.91% | 3.17% | 10,430 | $432M | |
| AMP Global Fixed Interest Fund | AMP | Defensive | 3/7 | 0.75% | 0.48% | 1.69% | -0.54% | — | 0.40% | 74 | $2M | |
| AMP Growth Fund | AMP | Growth | 4/7 | 0.81% | 17.49% | 11.11% | 5.90% | 7.07% | 8.09% | 31,210 | $1,535M | |
| AMP Growth Fund (Lifesteps) | AMP | Growth | 4/7 | 0.81% | 17.49% | 11.11% | 5.90% | 7.07% | 8.09% | 9,807 | $261M | |
| AMP International Shares Fund | AMP | Aggressive | 5/7 | 0.77% | 23.99% | 16.77% | 9.88% | — | 11.47% | 3,262 | $150M | |
| AMP Moderate Balanced Fund | AMP | Balanced | 4/7 | 0.80% | 11.63% | 7.82% | 3.78% | 4.69% | 5.32% | 16,513 | $1,040M | |
| AMP Moderate Balanced Fund (Lifesteps) | AMP | Balanced | 4/7 | 0.80% | 11.63% | 7.82% | 3.78% | 4.69% | 5.32% | 9,770 | $611M | |
| AMP Moderate Fund | AMP | Balanced | 4/7 | 0.79% | 9.69% | 6.56% | 3.12% | 3.92% | 4.42% | 12,752 | $883M | |
| AMP Moderate Fund (Lifesteps) | AMP | Balanced | 4/7 | 0.79% | 9.69% | 6.56% | 3.12% | 3.92% | 4.42% | 8,734 | $641M | |
| AMP NZ Fixed Interest Fund | AMP | Defensive | 3/7 | 0.78% | 3.36% | 2.43% | -0.19% | — | 0.98% | 108 | $2M | |
| Global Select Balanced Growth Fund | AMP | Growth | 4/7 | 1.09% | 17.85% | 8.42% | 4.67% | 6.07% | 7.03% | 6,000 | $407M | |
| Global Select Conservative Fund | AMP | Conservative | 3/7 | 0.98% | 7.01% | 4.53% | 1.95% | — | 2.94% | 505 | $20M | |
| Global Select Growth Fund | AMP | Growth | 4/7 | 1.15% | 21.02% | 9.59% | 5.49% | — | 7.82% | 4,708 | $131M | |
| Milford Active Growth Fund | AMP | Growth | 4/7 | 1.48% | 6.43% | 9.19% | — | — | 7.04% | 3,049 | $108M | |
| Milford Aggressive Fund | AMP | Aggressive | 5/7 | 1.48% | 9.42% | 9.39% | 21.37% | — | 8.64% | 2,355 | $83M | |
| Milford Balanced Fund | AMP | Balanced | 4/7 | 1.35% | 4.94% | 6.30% | — | — | 5.45% | 1,859 | $74M | |
| Milford Conservative Fund | AMP | Conservative | 3/7 | 1.23% | 1.73% | 4.18% | 7.19% | — | 3.36% | 356 | $18M | |
| Balanced Fund | Anglican | Balanced | 4/7 | 1.35% | 5.63% | 7.23% | 4.84% | 5.49% | 5.49% | 1,488 | $60M | |
| Growth Fund | Anglican | Growth | 4/7 | 1.50% | 7.56% | 9.30% | 6.88% | 7.71% | 7.71% | 950 | $41M | |
| Income Fund | Anglican | Defensive | 3/7 | 0.80% | 1.84% | 2.98% | 0.95% | 1.38% | 1.38% | 364 | $9M | |
| Australasian Property Fund | ANZ | Aggressive | 5/7 | 1.00% | 5.09% | -1.14% | -4.15% | 2.40% | 2.95% | 630 | $15M | |
| Australasian Share Fund | ANZ | Aggressive | 5/7 | 0.98% | 7.29% | 2.17% | 0.07% | 5.92% | 6.35% | 862 | $30M | |
| Balanced Fund | ANZ | Balanced | 4/7 | 0.86% | 10.13% | 5.57% | 2.98% | 4.67% | 5.25% | 7,707 | $620M | |
| Balanced Fund Closed to new investors | ANZ | Balanced | 4/7 | 0.86% | 10.12% | 5.57% | 2.98% | 4.65% | 5.23% | 3,574 | $274M | |
| Balanced Fund | ANZ | Balanced | 4/7 | 0.86% | 10.13% | 5.57% | 2.98% | 4.65% | 5.24% | 84,158 | $3,891M | |
| Balanced Growth Fund | ANZ | Growth | 4/7 | 0.89% | 12.78% | 6.48% | 3.71% | 5.68% | 6.46% | 7,744 | $595M | |
| Balanced Growth Fund Closed to new investors | ANZ | Growth | 4/7 | 0.90% | 12.78% | 6.48% | 3.71% | 5.68% | 6.46% | 3,763 | $291M | |
| Balanced Growth Fund | ANZ | Growth | 4/7 | 0.89% | 12.78% | 6.49% | 3.71% | 5.67% | 6.45% | 97,260 | $4,164M | |
| Cash Fund | ANZ | Defensive | 2/7 | 0.22% | 2.21% | 3.43% | 2.60% | 1.95% | 1.97% | 1,616 | $94M | |
| Cash Fund Closed to new investors | ANZ | Defensive | 2/7 | 0.23% | 2.21% | 3.44% | 2.60% | 1.98% | 1.99% | 853 | $45M | |
| Cash Fund | ANZ | Defensive | 2/7 | 0.22% | 2.21% | 3.43% | 2.60% | 1.98% | 2.00% | 47,910 | $1,320M | |
| Conservative Balanced Fund Closed to new investors | ANZ | Balanced | 4/7 | 0.72% | 7.08% | 4.55% | 2.27% | 3.64% | 4.01% | 1,714 | $113M | |
| Conservative Balanced Fund | ANZ | Balanced | 4/7 | 0.72% | 7.09% | 4.55% | 2.27% | 3.64% | 4.01% | 40,248 | $1,798M | |
| Conservative Balanced Fund | ANZ | Balanced | 4/7 | 0.72% | 7.08% | 4.55% | 2.27% | 3.65% | 4.02% | 2,713 | $202M | |
| Conservative Fund | ANZ | Conservative | 4/7 | 0.60% | 4.84% | 3.73% | 1.65% | 2.67% | 2.88% | 13,379 | $477M | |
| Conservative Fund Closed to new investors | ANZ | Conservative | 3/7 | 0.43% | 4.85% | 4.36% | 2.25% | 3.09% | 3.29% | 13,896 | $639M | |
| Conservative Fund | ANZ | Conservative | 4/7 | 0.60% | 4.85% | 3.74% | 1.65% | 2.67% | 2.87% | 40,819 | $1,587M | |
| Growth Fund | ANZ | Growth | 4/7 | 0.95% | 15.52% | 7.48% | 4.46% | 6.65% | 7.63% | 12,315 | $624M | |
| Growth Fund Closed to new investors | ANZ | Growth | 4/7 | 0.96% | 15.51% | 7.48% | 4.45% | 6.64% | 7.61% | 4,654 | $306M | |
| Growth Fund | ANZ | Growth | 4/7 | 0.95% | 15.51% | 7.49% | 4.46% | 6.64% | 7.62% | 218,726 | $5,581M | |
| High Growth Fund | ANZ | Aggressive | 5/7 | 0.95% | 18.09% | — | — | — | 11.15% | 1,281 | $84M | |
| High Growth Fund Closed to new investors | ANZ | Aggressive | 5/7 | 0.95% | 18.08% | — | — | — | 11.38% | 1,027 | $61M | |
| High Growth Fund | ANZ | Aggressive | 5/7 | 0.95% | 18.09% | — | — | — | 11.15% | 31,239 | $1,023M | |
| International Fixed Interest Fund | ANZ | Defensive | 4/7 | 0.50% | 0.88% | 1.96% | -0.57% | 0.68% | 0.58% | 151 | $2M | |
| International Property Fund | ANZ | Aggressive | 6/7 | 1.00% | 19.07% | 7.07% | 3.11% | 2.85% | 3.87% | 399 | $8M | |
| International Share Fund | ANZ | Aggressive | 5/7 | 0.95% | 28.00% | 12.39% | 8.34% | 10.35% | 12.17% | 1,203 | $93M | |
| New Zealand Fixed Interest Fund | ANZ | Defensive | 3/7 | 0.34% | 3.66% | 3.18% | 0.72% | 1.62% | 1.69% | 267 | $8M | |
| Sustainable International Share | ANZ | Aggressive | 5/7 | 0.91% | 24.81% | 16.27% | 12.41% | 13.28% | 15.09% | 848 | $70M | |
| BCF KiwiSaver Scheme | Arotahi | Defensive | 3/7 | 0.77% | 2.73% | 3.28% | 2.46% | 2.00% | 2.00% | 728 | $20M | |
| Aggressive Fund | ASB | Aggressive | 5/7 | 0.75% | 19.28% | — | — | — | 16.72% | 33,126 | $1,350M | |
| Balanced Fund | ASB | Growth | 4/7 | 0.65% | 12.84% | 8.87% | 4.94% | 6.17% | 6.75% | 101,782 | $4,934M | |
| Conservative Fund | ASB | Conservative | 3/7 | 0.40% | 6.96% | 5.49% | 2.61% | 3.28% | 3.49% | 127,452 | $3,759M | |
| Growth Fund | ASB | Growth | 4/7 | 0.70% | 16.32% | 10.44% | 6.18% | 7.56% | 8.37% | 147,739 | $7,510M | |
| Moderate Fund | ASB | Balanced | 4/7 | 0.60% | 9.61% | 6.97% | 3.55% | 4.40% | 4.76% | 71,777 | $3,286M | |
| NZ Cash Fund | ASB | Defensive | 2/7 | 0.35% | 1.91% | 3.21% | 2.44% | 1.80% | 1.81% | 36,149 | $894M | |
| BNZ KiwiSaver Balanced Fund | BNZ | Balanced | 4/7 | 0.45% | 12.21% | 8.31% | 4.43% | 5.99% | 6.67% | 25,285 | $1,037M | |
| BNZ KiwiSaver Cash Fund | BNZ | Defensive | 2/7 | 0.30% | 2.14% | 3.36% | 2.53% | 1.96% | 1.97% | 16,042 | $358M | |
| BNZ KiwiSaver Conservative Fund | BNZ | Conservative | 3/7 | 0.45% | 5.24% | 4.66% | 2.09% | 2.98% | 3.19% | 32,431 | $929M | |
| BNZ KiwiSaver Default Fund | BNZ | Balanced | 4/7 | 0.35% | 12.84% | 8.49% | — | — | 5.79% | 65,806 | $914M | |
| BNZ KiwiSaver First Home Buyer Fund | BNZ | Conservative | 3/7 | 0.45% | 4.52% | 4.44% | 2.62% | 2.87% | 3.05% | 18,824 | $386M | |
| BNZ KiwiSaver Growth Fund | BNZ | Growth | 4/7 | 0.45% | 15.66% | 9.99% | 5.62% | 7.62% | 8.57% | 53,898 | $2,180M | |
| BNZ KiwiSaver High Growth Fund | BNZ | Aggressive | 5/7 | 0.45% | 19.10% | — | — | — | 16.81% | 17,676 | $613M | |
| BNZ KiwiSaver Moderate Fund | BNZ | Balanced | 4/7 | 0.45% | 8.76% | 6.56% | 3.32% | 4.61% | 5.05% | 26,589 | $877M | |
| Asset Class Balanced Fund | Booster | Balanced | 4/7 | 1.19% | 12.30% | 8.19% | 3.84% | — | 5.06% | 609 | $23M | |
| Asset Class Conservative Fund | Booster | Conservative | 4/7 | 1.11% | 6.92% | 5.35% | 1.72% | 2.77% | 3.14% | 897 | $25M | |
| Asset Class Growth Fund | Booster | Aggressive | 4/7 | 1.25% | 18.55% | 11.40% | 6.36% | 7.21% | 8.38% | 2,813 | $163M | |
| Balanced Fund | Booster | Balanced | 4/7 | 1.19% | 9.86% | 6.43% | 3.62% | 5.41% | 5.97% | 31,811 | $925M | |
| Capital Guaranteed Fund | Booster | Conservative | 2/7 | 0.91% | 3.33% | 3.80% | 2.63% | 1.91% | 2.01% | 7,722 | $96M | |
| Conservative Fund Closed to new investors | Booster | Defensive | 3/7 | 0.38% | 4.95% | 4.32% | 2.20% | 3.10% | 3.25% | 2,608 | $53M | |
| Default Saver Fund | Booster | Balanced | 4/7 | 0.35% | 11.13% | 8.27% | — | — | 5.76% | 55,903 | $771M | |
| Enhanced Cash Fund | Booster | Defensive | 1/7 | 0.75% | 1.78% | 2.86% | 2.09% | 1.58% | 1.59% | 4,959 | $101M | |
| Geared Growth Fund | Booster | Aggressive | 5/7 | 1.41% | 18.31% | 11.23% | 6.12% | 9.79% | 11.04% | 17,368 | $808M | |
| Growth Fund | Booster | Growth | 4/7 | 1.24% | 12.61% | 7.90% | 4.63% | 6.86% | 7.64% | 24,299 | $816M | |
| High Growth Fund | Booster | Aggressive | 4/7 | 1.30% | 15.67% | 9.50% | 5.71% | 7.93% | 8.94% | 29,160 | $1,013M | |
| Moderate Fund | Booster | Conservative | 3/7 | 1.08% | 6.30% | 4.46% | 2.24% | 3.54% | 3.82% | 11,651 | $262M | |
| Shielded Growth Fund | Booster | Aggressive | 4/7 | 1.30% | 14.99% | 9.02% | 5.13% | — | 7.64% | 612 | $17M | |
| Socially Responsible Balanced Fund | Booster | Balanced | 4/7 | 1.21% | 9.98% | 7.14% | 4.00% | 5.84% | 6.56% | 11,892 | $462M | |
| Socially Responsible Geared Growth Fund | Booster | Aggressive | 5/7 | 1.31% | 18.48% | 12.57% | — | — | 10.71% | 6,092 | $209M | |
| Socially Responsible Growth Fund | Booster | Growth | 4/7 | 1.23% | 12.91% | 8.88% | — | — | 7.75% | 3,898 | $142M | |
| Socially Responsible High Growth Fund | Booster | Aggressive | 5/7 | 1.24% | 16.31% | 10.86% | 6.75% | 9.01% | 10.27% | 20,815 | $1,004M | |
| Socially Responsible Moderate Fund | Booster | Conservative | 4/7 | 1.09% | 6.43% | 4.90% | 2.34% | — | 4.34% | 3,224 | $84M | |
| Balanced Fund | Consilium | Balanced | 4/7 | 0.70% | 12.04% | — | — | — | 15.67% | 56 | $5M | |
| Growth Fund | Consilium | Growth | 4/7 | 0.75% | 15.67% | — | — | — | 20.61% | 144 | $12M | |
| High Growth Fund | Consilium | Aggressive | 5/7 | 0.80% | 18.99% | — | — | — | 25.36% | 292 | $20M | |
| Aggressive Fund | Fisher | Aggressive | 4/7 | 1.16% | 5.78% | — | — | — | 8.72% | 16,275 | $574M | |
| Balanced Fund | Fisher | Balanced | 4/7 | 1.11% | 5.60% | 6.40% | 3.59% | 5.48% | 6.23% | 101,114 | $4,310M | |
| Balanced Strategy Closed to investment | Fisher | Growth | 4/7 | 1.03% | 4.48% | 5.98% | 2.89% | 5.37% | 5.70% | 32,811 | $1,293M | |
| Cash Fund | Fisher | Defensive | 1/7 | 0.47% | 2.28% | 3.56% | 2.68% | 2.15% | 3.10% | 22,996 | $515M | |
| Cashplus Fund Closed to new investors | Fisher | Defensive | 2/7 | 0.74% | 2.27% | 3.17% | 1.84% | 1.85% | 2.75% | 6,244 | $105M | |
| Conservative Fund Closed to investment | Fisher | Conservative | 3/7 | 0.92% | 3.55% | 4.43% | 1.99% | 3.23% | 3.30% | 68,779 | $1,292M | |
| Conservative Fund | Fisher | Conservative | 3/7 | 0.90% | 4.18% | 5.06% | 2.45% | 3.43% | 4.93% | 52,606 | $1,452M | |
| Default Conservative Fund | Fisher | Conservative | 3/7 | 0.54% | 3.28% | 4.79% | 2.80% | 3.52% | 4.54% | 24,304 | $717M | |
| Default Fund | Fisher | Balanced | 4/7 | 0.36% | 14.00% | 8.65% | — | — | 6.20% | 73,070 | $1,115M | |
| Glidepath Age 25 | Fisher | Aggressive | 4/7 | 1.16% | 5.78% | — | — | — | 8.72% | 36 | $1M | |
| Glidepath Age 30 Closed to investment | Fisher | Growth | 4/7 | 1.09% | 5.07% | 6.97% | 3.49% | — | 6.89% | 167 | $3M | |
| Glidepath Age 40 | Fisher | Growth | 4/7 | 1.21% | 6.03% | — | — | — | 8.78% | 161 | $7M | |
| Glidepath Age 50 Closed to investment | Fisher | Growth | 4/7 | 1.07% | 4.87% | 6.62% | 3.30% | — | 6.39% | 156 | $8M | |
| Glidepath Age 55 | Fisher | Balanced | 4/7 | 1.13% | 5.66% | — | — | — | 7.91% | 217 | $15M | |
| Glidepath Age 60 Closed to investment | Fisher | Balanced | 4/7 | 0.99% | 4.23% | 5.54% | 2.67% | — | 4.84% | 150 | $10M | |
| Glidepath Age 65 | Fisher | Conservative | 4/7 | 0.94% | 4.43% | — | — | — | 6.06% | 122 | $8M | |
| Glidepath Age 75 Closed to investment | Fisher | Conservative | 3/7 | 0.94% | 3.70% | 4.67% | 2.14% | — | 3.57% | 3 | $0M | |
| Glidepath Age 75 | Fisher | Conservative | 3/7 | 0.87% | 4.03% | — | — | — | 5.50% | 6 | $0M | |
| Growth Fund Closed to investment | Fisher | Growth | 4/7 | 1.09% | 5.07% | 6.97% | 3.49% | 7.06% | 7.59% | 110,656 | $4,127M | |
| Growth Fund | Fisher | Growth | 4/7 | 1.23% | 6.14% | 7.13% | 4.27% | 7.11% | 6.81% | 96,908 | $4,401M | |
| InvestNow Antipodes Global Value Fund | Fundrock | Aggressive | 4/7 | 0.99% | 28.32% | 19.03% | — | — | 17.03% | 574 | $11M | |
| InvestNow Castle Point 5 Oceans Fund | Fundrock | Balanced | 3/7 | 1.16% | 11.21% | 6.01% | 3.85% | — | 5.61% | 37 | $0M | |
| InvestNow Castle Point Trans-Tasman Fund | Fundrock | Aggressive | 5/7 | 1.07% | 7.67% | 1.57% | -0.91% | — | 1.37% | 39 | $0M | |
| InvestNow Clarity Global Shares Fund | Fundrock | Aggressive | 5/7 | 1.06% | 28.77% | 19.60% | 13.34% | — | 18.75% | 330 | $6M | |
| InvestNow Fisher Funds Conservative Fund | Fundrock | Conservative | 4/7 | 0.93% | 3.41% | 4.39% | — | — | 2.92% | 81 | $2M | |
| InvestNow Fisher Funds Growth Fund | Fundrock | Growth | 4/7 | 1.04% | 4.24% | 6.76% | — | — | 3.83% | 898 | $15M | |
| InvestNow Foundation Series Balanced Fund | Fundrock | Balanced | 4/7 | 0.38% | 11.95% | 8.22% | 4.77% | — | 6.67% | 581 | $18M | |
| Investnow Foundation Series Global ESG Fund | Fundrock | Aggressive | 5/7 | 0.10% | — | — | — | — | 28.89% | 89 | $2M | |
| InvestNow Foundation Series Growth Fund | Fundrock | Growth | 4/7 | 0.38% | 15.42% | 9.99% | 6.31% | — | 8.99% | 1,713 | $47M | |
| InvestNow Foundation Series Hedged Total World Fund | Fundrock | Aggressive | 5/7 | 0.06% | 21.85% | — | — | — | 17.17% | 786 | $33M | |
| InvestNow Foundation Series Hedged US 500 Fund | Fundrock | Aggressive | 6/7 | 0.03% | 18.71% | — | — | — | 16.73% | 486 | $13M | |
| Investnow Foundation Series High Growth Fund | Fundrock | Aggressive | 5/7 | 0.37% | — | — | — | — | 19.04% | 446 | $10M | |
| Investnow Foundation Series Nasdaq-100 Fund | Fundrock | Aggressive | 6/7 | 0.15% | — | — | — | — | 37.77% | 646 | $15M | |
| InvestNow Foundation Series Total World Fund | Fundrock | Aggressive | 5/7 | 0.06% | 30.78% | 18.82% | — | — | 22.03% | 3,728 | $219M | |
| InvestNow Foundation Series US 500 Fund | Fundrock | Aggressive | 5/7 | 0.03% | 28.77% | 20.26% | — | — | 23.85% | 2,138 | $85M | |
| Investnow Foundation Series US Dividend Equity Fund | Fundrock | Aggressive | 5/7 | 0.06% | — | — | — | — | 29.88% | 138 | $2M | |
| InvestNow Generate Focused Growth Fund | Fundrock | Aggressive | 5/7 | 1.35% | 16.56% | — | — | — | 15.51% | 660 | $13M | |
| InvestNow Harbour Active Growth Fund | Fundrock | Growth | 4/7 | 1.04% | 13.47% | 6.62% | — | — | 2.87% | 104 | $2M | |
| InvestNow Harbour Australasian Equity Focus Fund | Fundrock | Aggressive | 5/7 | 1.21% | -7.06% | 0.22% | -1.44% | — | 1.40% | 87 | $1M | |
| InvestNow Harbour NZ Core Fixed Interest Fund | Fundrock | Defensive | 3/7 | 0.66% | 3.84% | 3.52% | 1.12% | — | 0.82% | 72 | $1M | |
| InvestNow Harbour T. Rowe Price Global Equity Fund | Fundrock | Aggressive | 5/7 | 1.21% | 25.53% | 14.12% | 5.66% | — | 10.53% | 589 | $12M | |
| InvestNow Hunter Global Fixed Interest Fund | Fundrock | Defensive | 4/7 | 0.53% | 1.44% | 2.60% | 0.02% | — | 0.27% | 435 | $7M | |
| InvestNow Macquarie Global Listed Real Estate Fund | Fundrock | Aggressive | 6/7 | 1.38% | 14.18% | 5.52% | 0.96% | — | 5.60% | 60 | $0M | |
| InvestNow Macquarie NZ Cash Fund | Fundrock | Defensive | 2/7 | 0.34% | 1.98% | 3.28% | 2.50% | — | 2.29% | 434 | $9M | |
| InvestNow Macquarie NZ Fixed Interest Fund | Fundrock | Defensive | 3/7 | 0.64% | 3.71% | 3.16% | 0.70% | — | 0.31% | 55 | $1M | |
| InvestNow Mercer All Country Global Shares Index Fund | Fundrock | Aggressive | 5/7 | 0.50% | 25.90% | 15.83% | 9.51% | — | 14.29% | 1,290 | $23M | |
| InvestNow Mercer Ethical Leaders Balanced Fund | Fundrock | Balanced | 4/7 | 1.25% | 10.02% | 6.49% | 3.41% | — | 6.26% | 66 | $1M | |
| InvestNow Mercer Ethical Leaders Hedged Global Fixed Interest Index Fund | Fundrock | Defensive | 4/7 | 0.44% | 0.77% | 1.80% | -0.57% | — | -0.64% | 91 | $1M | |
| InvestNow Mercer NZ Shares Passive Fund | Fundrock | Aggressive | 5/7 | 0.38% | 6.95% | 2.18% | 0.01% | — | 1.61% | 322 | $4M | |
| InvestNow Milford Active Growth Fund | Fundrock | Growth | 4/7 | 1.05% | 6.71% | 9.40% | — | — | 6.47% | 2,169 | $81M | |
| InvestNow Milford Aggressive Fund | Fundrock | Aggressive | 5/7 | 1.15% | 9.85% | 10.38% | — | — | 10.66% | 484 | $11M | |
| InvestNow Milford Balanced Fund | Fundrock | Balanced | 4/7 | 1.15% | 5.18% | 6.37% | 4.74% | — | 6.43% | 687 | $34M | |
| InvestNow Milford Conservative Fund | Fundrock | Conservative | 3/7 | 0.85% | 1.78% | 4.41% | 2.49% | — | 2.92% | 193 | $7M | |
| InvestNow Mint Australasian Equity Fund | Fundrock | Aggressive | 5/7 | 1.19% | 0.12% | 1.09% | -0.30% | — | 1.31% | 88 | $1M | |
| InvestNow Mint Diversified Growth Fund | Fundrock | Growth | 5/7 | 1.21% | -1.99% | 4.42% | 2.43% | — | 4.89% | 459 | $6M | |
| InvestNow Mint Diversified Income Fund | Fundrock | Conservative | 4/7 | 1.01% | 0.78% | 3.27% | 1.35% | — | 1.99% | 559 | $9M | |
| InvestNow Pathfinder Ethical Growth Fund | Fundrock | Growth | 4/7 | 1.37% | 12.71% | 8.28% | — | — | 6.39% | 366 | $8M | |
| Investnow Russell Investments Global Fixed Interest Fund | Fundrock | Defensive | 4/7 | 0.58% | 0.77% | 1.78% | -0.34% | — | -0.30% | 42 | $0M | |
| Investnow Russell Investments Global Shares Fund | Fundrock | Aggressive | 4/7 | 0.87% | 28.58% | 16.54% | 11.07% | — | 15.44% | 223 | $5M | |
| InvestNow Russell Investments Hedged Global Shares Fund | Fundrock | Aggressive | 5/7 | 0.89% | 20.60% | 12.83% | 6.93% | — | 12.45% | 83 | $2M | |
| InvestNow Russell Investments NZ Fixed Interest Fund | Fundrock | Defensive | 3/7 | 0.48% | 3.49% | 3.26% | 0.86% | — | 0.50% | 179 | $2M | |
| InvestNow Salt Enhanced Property Fund | Fundrock | Aggressive | 5/7 | 1.01% | 4.26% | 1.51% | -1.67% | — | -0.48% | 155 | $2M | |
| InvestNow Salt Sustainable Growth Fund | Fundrock | Growth | 4/7 | 1.09% | 5.21% | — | — | — | 7.29% | 502 | $7M | |
| InvestNow Smartshares Growth Fund | Fundrock | Growth | 4/7 | 0.51% | 17.15% | 9.81% | — | — | 6.92% | 576 | $10M | |
| InvestNow Te Ahumairangi Global Equity Fund | Fundrock | Aggressive | 4/7 | 0.61% | 24.49% | 19.33% | — | — | 16.66% | 538 | $42M | |
| Australasian Fund | Generate | Aggressive | 4/7 | 1.19% | 5.56% | — | — | — | — | 379 | $7M | |
| Balanced Fund | Generate | Balanced | 4/7 | 1.24% | 11.26% | 7.96% | — | — | 8.78% | 11,097 | $500M | |
| Cashplus Fund | Generate | Defensive | 1/7 | 0.43% | 2.14% | 3.76% | — | — | 3.06% | 3,571 | $134M | |
| Conservative Fund | Generate | Conservative | 3/7 | 1.08% | 5.68% | 4.73% | — | — | 4.93% | 4,447 | $179M | |
| Focused Growth Fund | Generate | Aggressive | 5/7 | 1.27% | 16.61% | 12.54% | 6.41% | 8.75% | 10.32% | 119,233 | $5,511M | |
| Global Fund | Generate | Aggressive | 5/7 | 1.18% | 21.19% | — | — | — | — | 2,371 | $56M | |
| Growth Fund | Generate | Growth | 4/7 | 1.25% | 13.61% | 10.20% | 5.52% | 7.60% | 8.77% | 52,978 | $2,330M | |
| Moderate Fund | Generate | Balanced | 4/7 | 1.14% | 8.24% | 6.20% | 3.54% | 4.34% | 4.91% | 23,430 | $838M | |
| Stepping Stones 0-35 | Generate | Aggressive | 5/7 | 1.27% | 16.61% | 12.54% | 6.72% | 8.56% | 10.06% | 3,766 | $65M | |
| Stepping Stones 36-45 | Generate | Growth | 4/7 | 1.25% | 13.61% | 10.20% | 5.54% | 7.20% | 8.36% | 1,922 | $81M | |
| Stepping Stones 46-55 | Generate | Balanced | 4/7 | 1.24% | 11.26% | 7.96% | 4.31% | 5.79% | 6.66% | 1,506 | $80M | |
| Stepping Stones 56-60 | Generate | Balanced | 4/7 | 1.19% | 9.74% | 7.08% | 3.99% | 5.03% | 5.73% | 698 | $42M | |
| Stepping Stones 61-64 | Generate | Balanced | 4/7 | 1.14% | 8.24% | 6.20% | 3.49% | 4.55% | 5.12% | 482 | $31M | |
| Stepping Stones 65-75 | Generate | Conservative | 3/7 | 1.11% | 6.96% | 5.47% | — | — | 5.87% | 367 | $18M | |
| Stepping Stones 76+ | Generate | Conservative | 3/7 | 1.08% | 5.68% | 4.73% | — | — | 4.92% | 16 | $1M | |
| Stepping Stones Growth 0-50 | Generate | Aggressive | 5/7 | 1.27% | 16.61% | 12.54% | 7.02% | — | 9.60% | 3,350 | $157M | |
| Stepping Stones Growth 51-55 | Generate | Growth | 4/7 | 1.25% | 13.61% | 10.20% | 5.54% | — | 8.20% | 593 | $42M | |
| Stepping Stones Growth 56-60 | Generate | Balanced | 4/7 | 1.24% | 11.26% | 7.96% | 4.31% | — | 6.53% | 491 | $37M | |
| Stepping Stones Growth 61-75 | Generate | Balanced | 4/7 | 1.14% | 8.24% | 6.20% | — | — | 6.82% | 461 | $34M | |
| Stepping Stones Growth 76+ | Generate | Conservative | 3/7 | 1.08% | 5.68% | 4.73% | — | — | 4.92% | 3 | $1M | |
| Thematic Fund | Generate | Aggressive | 5/7 | 1.18% | 24.20% | — | — | — | — | 4,066 | $117M | |
| GoalsGetter Amova ARK Disruptive Innovation Fund | GoalsGetter | Aggressive | 7/7 | 1.45% | 20.42% | 20.41% | -7.83% | — | -2.05% | 794 | $41M | |
| GoalsGetter Amova Balanced Fund | GoalsGetter | Growth | 4/7 | 1.14% | 6.86% | 6.16% | 2.07% | — | 4.91% | 156 | $8M | |
| GoalsGetter Amova Conservative Fund | GoalsGetter | Conservative | 3/7 | 0.90% | 4.08% | 4.19% | 1.59% | — | 3.36% | 63 | $3M | |
| GoalsGetter Amova Global Shares Fund | GoalsGetter | Aggressive | 5/7 | 1.35% | 0.24% | 11.35% | 6.69% | — | 11.56% | 301 | $11M | |
| GoalsGetter Amova Growth Fund | GoalsGetter | Growth | 4/7 | 1.29% | 7.95% | 7.32% | 2.42% | — | 6.00% | 307 | $12M | |
| Goalsgetter Amova High Growth Fund | GoalsGetter | Aggressive | 5/7 | 1.35% | 9.06% | — | — | — | 9.06% | 69 | $2M | |
| GoalsGetter Amova NZ Cash Fund | GoalsGetter | Defensive | 2/7 | 0.40% | 2.20% | 3.52% | 2.63% | — | 2.17% | 75 | $4M | |
| GoalsGetter Amova NZ Corporate Bond Fund | GoalsGetter | Defensive | 3/7 | 0.70% | 3.50% | 3.94% | 1.60% | — | 2.49% | 28 | $1M | |
| GoalsGetter Amova SRI Equity Fund | GoalsGetter | Aggressive | 5/7 | 1.13% | 5.62% | 1.98% | 0.83% | — | 4.85% | 64 | $2M | |
| GoalsGetter Generate Balanced Fund | GoalsGetter | Balanced | 4/7 | 1.49% | 10.79% | — | — | — | 8.97% | 73 | $3M | |
| GoalsGetter Generate Focused Growth Fund | GoalsGetter | Aggressive | 5/7 | 1.51% | 16.00% | — | — | — | 13.92% | 346 | $14M | |
| GoalsGetter Generate Thematic Fund | GoalsGetter | Aggressive | 5/7 | 1.45% | 22.96% | — | — | — | 19.37% | 89 | $1M | |
| GoalsGetter Harbour Active Growth Fund Closed to investment | GoalsGetter | Growth | 4/7 | 1.24% | — | — | — | — | — | — | — | |
| GoalsGetter Harbour Sustainable Impact Fund Closed to investment | GoalsGetter | Balanced | 4/7 | 1.50% | — | — | — | — | — | 5 | — | |
| GoalsGetter Milford Active Growth Fund | GoalsGetter | Growth | 4/7 | 1.25% | 6.54% | — | — | — | 7.96% | 407 | $18M | |
| Goalsgetter Milford Aggressive Fund | GoalsGetter | Aggressive | 5/7 | 1.35% | 7.57% | — | — | — | 7.57% | 141 | $5M | |
| GoalsGetter Milford Balanced Fund | GoalsGetter | Balanced | 4/7 | 1.25% | 5.02% | — | — | — | 6.20% | 105 | $5M | |
| GoalsGetter Milford Conservative Fund | GoalsGetter | Conservative | 3/7 | 1.05% | 1.72% | — | — | — | 3.87% | 33 | $2M | |
| GoalsGetter Pathfinder Ethical Growth Fund | GoalsGetter | Growth | 4/7 | 1.51% | 12.54% | — | — | — | 9.23% | 76 | $2M | |
| GoalsGetter Salt Sustainable Growth Fund | GoalsGetter | Growth | 4/7 | 1.28% | 5.31% | — | — | — | 7.16% | 51 | $2M | |
| Goalsgetter Smart Balanced Fund | GoalsGetter | Balanced | 4/7 | 0.63% | — | — | — | — | — | — | — | |
| Goalsgetter Smart High Growth Fund | GoalsGetter | Aggressive | 5/7 | 0.65% | — | — | — | — | — | — | — | |
| Aurora Balanced Strategy Closed to new investors | Hive | Balanced | 4/7 | 1.40% | 7.51% | — | 5.80% | — | 7.24% | 745 | $22M | |
| Aurora First Home Buyer Strategy | Hive | Defensive | 3/7 | 1.04% | 3.76% | — | — | — | 4.24% | 2,722 | $83M | |
| Aurora Retirementplus Age 50 | Hive | Growth | 5/7 | 1.50% | 9.60% | 7.86% | — | — | 3.50% | 166 | $8M | |
| Aurora Retirementplus Age 65 | Hive | Balanced | 4/7 | 1.38% | 6.98% | 6.00% | — | — | 2.22% | 50 | $3M | |
| Aurora Retirementplus Age 75 | Hive | Conservative | 4/7 | 1.29% | 5.15% | 4.68% | — | — | 1.53% | — | — | |
| Hive Aurora Aggressive Fund | Hive | Aggressive | 5/7 | 1.60% | — | — | — | — | — | — | — | |
| Hive Aurora Conservative Fund | Hive | Conservative | 3/7 | 1.25% | 4.37% | 4.12% | — | — | 1.50% | 6,441 | $117M | |
| Hive Aurora Growth Fund | Hive | Growth | 5/7 | 1.50% | 9.60% | 7.87% | — | — | 3.48% | 11,818 | $357M | |
| Hive Aurora Liquidity Fund | Hive | Defensive | 2/7 | 0.40% | 1.93% | 3.18% | — | — | 2.90% | 3,715 | $45M | |
| Hive Harbour Balanced Fund | Hive | Balanced | 4/7 | 1.40% | — | — | — | — | — | — | — | |
| Hive Harbour Growth Fund | Hive | Growth | 4/7 | 1.50% | — | — | — | — | — | — | — | |
| Hive Munro Global Growth Climate Leaders Fund | Hive | Aggressive | 5/7 | 1.60% | — | — | — | — | — | — | — | |
| Hive PIE Aggressive Fund | Hive | Aggressive | 5/7 | 1.60% | — | — | — | — | — | — | — | |
| Hive PIE Growth Fund | Hive | Growth | 5/7 | 1.50% | — | — | — | — | — | — | — | |
| Kernel Australia 100 Fund | Kernel | Aggressive | 5/7 | 0.25% | — | — | — | — | 12.71% | 259 | $3M | |
| Kernel Balanced Fund | Kernel | Balanced | 4/7 | 0.25% | 13.57% | 10.40% | — | — | 11.63% | 1,395 | $68M | |
| Kernel Cash Plus Fund | Kernel | Defensive | 1/7 | 0.25% | 2.48% | 3.79% | — | — | 3.67% | 490 | $18M | |
| Kernel Conservative Fund | Kernel | Conservative | 3/7 | 0.25% | — | — | — | — | 6.21% | 170 | $8M | |
| Kernel Emerging Markets Fund | Kernel | Aggressive | 5/7 | 0.45% | 30.48% | — | — | — | 21.90% | 652 | $8M | |
| Kernel Global ESG (NZD Hedged) Fund | Kernel | Aggressive | 5/7 | 0.25% | 21.17% | — | — | — | 19.85% | 195 | $5M | |
| Kernel Global ESG Fund | Kernel | Aggressive | 5/7 | 0.25% | 28.65% | — | — | — | 23.09% | 588 | $17M | |
| Kernel Global Infrastructure (Nzd Hedged) Fund | Kernel | Aggressive | 5/7 | 0.25% | 12.54% | 11.86% | — | — | 10.45% | 167 | $2M | |
| Kernel Global Infrastructure Fund | Kernel | Aggressive | 5/7 | 0.25% | 18.96% | 15.15% | — | — | 10.24% | 442 | $6M | |
| Kernel Global Property (NZD Hedged) Fund | Kernel | Aggressive | 6/7 | 0.25% | 15.79% | 6.77% | — | — | 1.30% | 89 | $1M | |
| Kernel High Growth Fund | Kernel | Aggressive | 5/7 | 0.25% | 21.51% | 14.56% | — | — | 13.03% | 15,427 | $795M | |
| Kernel NZ 20 Fund | Kernel | Aggressive | 5/7 | 0.25% | 6.88% | 1.62% | — | — | 3.31% | 283 | $3M | |
| Kernel NZ 50 ESG Tilted Fund | Kernel | Aggressive | 5/7 | 0.25% | 6.60% | 3.99% | — | — | 3.72% | 139 | $1M | |
| Kernel NZ Bond Fund | Kernel | Defensive | 3/7 | 0.40% | 4.38% | — | — | — | 4.79% | 77 | $1M | |
| Kernel NZ Commercial Property Fund | Kernel | Aggressive | 5/7 | 0.25% | 4.85% | 0.89% | -2.75% | — | -1.87% | 62 | $1M | |
| Kernel NZ Small & Mid Cap Opportunities Fund | Kernel | Aggressive | 5/7 | 0.25% | 8.45% | 6.57% | -1.93% | — | -1.40% | 110 | $1M | |
| Kernel S&P 500 (NZD Hedged) Fund | Kernel | Aggressive | 6/7 | 0.25% | 18.85% | 16.10% | — | — | 12.77% | 1,201 | $37M | |
| Kernel S&P 500 (Unhedged) Fund | Kernel | Aggressive | 6/7 | 0.25% | 28.51% | — | — | — | 17.52% | 1,474 | $44M | |
| Kernel S&P Global 100 (Nzd Hedged) Fund | Kernel | Aggressive | 5/7 | 0.25% | 25.72% | 19.75% | — | — | 22.80% | 565 | $16M | |
| Kernel S&P Global 100 Fund | Kernel | Aggressive | 5/7 | 0.25% | 35.02% | 23.58% | — | — | 21.07% | 2,900 | $118M | |
| Kernel S&P Global Clean Energy Fund | Kernel | Aggressive | 6/7 | 0.45% | 96.03% | 6.70% | — | — | 9.43% | 348 | $6M | |
| Kernel S&P Global Dividend Aristocrats Fund | Kernel | Aggressive | 5/7 | 0.25% | 24.34% | 14.86% | 9.63% | — | 11.01% | 456 | $7M | |
| Kernel US Bond Fund | Kernel | Defensive | 4/7 | 0.30% | 0.59% | — | — | — | 1.53% | 50 | $1M | |
| Kernel World Ex-Us (Nzd Hedged) Fund | Kernel | Aggressive | 5/7 | 0.25% | — | — | — | — | 20.46% | 315 | $8M | |
| Kernel World Ex-Us Fund | Kernel | Aggressive | 5/7 | 0.25% | — | — | — | — | 22.30% | 793 | $16M | |
| Balanced Strategy | Koura | Balanced | 4/7 | 0.93% | 16.79% | — | — | — | 12.30% | 45 | $0M | |
| Bitcoin Fund | Koura | Aggressive | 7/7 | 1.10% | -42.55% | 33.22% | — | — | 18.77% | 4,262 | $14M | |
| Clean Energy Fund | Koura | Aggressive | 7/7 | 1.10% | 95.51% | -1.89% | — | — | 6.45% | 2,705 | $5M | |
| Conservative Strategy | Koura | Conservative | 3/7 | 0.75% | 8.50% | — | — | — | 7.47% | 3 | $0M | |
| Emerging Markets Equities Fund | Koura | Aggressive | 5/7 | 0.63% | 45.51% | 15.49% | 6.77% | — | 10.80% | 8,620 | $41M | |
| Growth Strategy | Koura | Growth | 5/7 | 1.02% | 21.57% | — | — | — | 15.20% | 22 | $1M | |
| New Zealand Cash Fund | Koura | Defensive | 1/7 | 0.63% | 1.56% | 2.82% | 2.20% | — | 1.73% | 825 | $8M | |
| New Zealand Equities Fund | Koura | Aggressive | 5/7 | 0.63% | 4.70% | 1.02% | -0.36% | — | 2.64% | 8,022 | $54M | |
| New Zealand Fixed Interest Fund | Koura | Defensive | 3/7 | 0.63% | 3.05% | 3.83% | 1.43% | — | 1.41% | 7,855 | $69M | |
| NZ Property Fund | Koura | Aggressive | 5/7 | 1.10% | -0.28% | -2.52% | — | — | -5.37% | 2,638 | $3M | |
| Rest of World Equities Fund | Koura | Aggressive | 5/7 | 0.63% | 23.61% | 12.54% | 7.97% | — | 8.71% | 8,614 | $62M | |
| Strategic High Growth Fund | Koura | Aggressive | 5/7 | 1.10% | 25.10% | — | — | — | 14.58% | 4,109 | $45M | |
| US Equities Fund | Koura | Aggressive | 6/7 | 0.63% | 22.20% | 18.69% | 11.59% | — | 14.19% | 9,087 | $182M | |
| Balanced Portfolio | Maritime | Balanced | 4/7 | 0.71% | 5.06% | 8.45% | 4.68% | — | 6.10% | 200 | $16M | |
| Conservative Portfolio | Maritime | Conservative | 4/7 | 0.61% | 2.92% | 4.79% | 2.10% | 3.12% | 3.10% | 44 | $2M | |
| Growth Portfolio | Maritime | Growth | 5/7 | 0.76% | 6.03% | 9.40% | — | — | 4.10% | 65 | $3M | |
| Aggressive Fund | MAS | Aggressive | 5/7 | 0.97% | 21.01% | 10.31% | 6.08% | 8.34% | 9.97% | 4,022 | $310M | |
| Balanced Fund | MAS | Balanced | 4/7 | 0.98% | 13.85% | 7.83% | 4.27% | 5.95% | 6.97% | 4,695 | $448M | |
| Cash Fund | MAS | Defensive | 1/7 | 0.25% | 2.52% | 3.55% | 2.62% | 2.01% | 2.02% | 413 | $21M | |
| Conservative Fund | MAS | Conservative | 3/7 | 0.84% | 6.01% | 4.64% | 1.94% | 3.09% | 3.44% | 1,597 | $86M | |
| Global Equities Fund | MAS | Aggressive | 5/7 | 0.98% | 21.99% | 11.03% | 6.66% | 9.31% | 11.02% | 2,425 | $203M | |
| Growth Fund | MAS | Growth | 4/7 | 0.98% | 17.95% | 9.44% | 5.46% | 7.46% | 8.82% | 5,903 | $587M | |
| Moderate Fund | MAS | Balanced | 4/7 | 0.94% | 9.75% | 6.22% | 3.07% | 4.46% | 5.14% | 1,303 | $95M | |
| Balanced Fund | Mercer | Balanced | 4/7 | 0.72% | 12.95% | 7.54% | 4.00% | 5.17% | 5.91% | 2,948 | $132M | |
| Cash Fund | Mercer | Defensive | 2/7 | 0.46% | 1.87% | 3.17% | 2.34% | — | 1.67% | 210 | $3M | |
| Cash Fund | Mercer | Defensive | 2/7 | 0.33% | 1.97% | 3.26% | 2.44% | 1.81% | 1.81% | 1,156 | $33M | |
| Conservative Fund | Mercer | Conservative | 3/7 | 0.69% | 5.71% | 4.25% | 2.17% | 2.83% | 3.09% | 819 | $14M | |
| Growth Fund | Mercer | Growth | 4/7 | 0.79% | 16.07% | 9.19% | 5.07% | 6.48% | 7.48% | 1,708 | $63M | |
| High Growth Fund | Mercer | Aggressive | 5/7 | 0.86% | 19.53% | 10.79% | 6.09% | 7.66% | 8.90% | 2,161 | $82M | |
| Moderate Fund | Mercer | Balanced | 4/7 | 0.71% | 8.90% | 5.77% | 3.01% | 3.84% | 4.30% | 433 | $9M | |
| Responsible Conservative Fund | Mercer | Conservative | 3/7 | 0.49% | 5.50% | 4.40% | 2.18% | 3.03% | 3.27% | 20,868 | $799M | |
| Shares Fund | Mercer | Aggressive | 5/7 | 0.88% | 20.83% | 11.62% | 6.53% | 8.61% | 10.00% | 1,460 | $48M | |
| Sustainable Balanced Fund | Mercer | Balanced | 4/7 | 0.77% | 10.78% | 6.86% | 4.01% | 4.95% | 5.99% | 11,861 | $703M | |
| Sustainable Growth Fund | Mercer | Growth | 4/7 | 0.86% | 13.61% | 8.33% | 5.06% | 6.64% | 7.55% | 6,006 | $315M | |
| Sustainable High Growth Fund | Mercer | Aggressive | 4/7 | 0.88% | 16.32% | 9.58% | 5.89% | 7.77% | 8.92% | 8,035 | $473M | |
| Sustainable Moderate Fund | Mercer | Balanced | 4/7 | 0.67% | 7.63% | 5.36% | 3.03% | 3.95% | 4.38% | 4,695 | $244M | |
| Sustainable Shares Fund | Mercer | Aggressive | 5/7 | 0.93% | 17.72% | 10.49% | 5.77% | 8.44% | 9.80% | 2,196 | $82M | |
| Milford KiwiSaver Active Growth Fund | Milford | Growth | 4/7 | 1.05% | 6.81% | 9.41% | 6.82% | 8.91% | 9.28% | 107,406 | $8,957M | |
| Milford KiwiSaver Aggressive Fund | Milford | Aggressive | 5/7 | 1.15% | 9.69% | 9.36% | 6.37% | — | 9.93% | 60,957 | $3,350M | |
| Milford KiwiSaver Balanced Fund | Milford | Balanced | 4/7 | 1.05% | 5.73% | 6.55% | 4.88% | 6.76% | 7.17% | 34,489 | $2,579M | |
| Milford KiwiSaver Cash Fund | Milford | Defensive | 1/7 | 0.20% | 2.00% | 3.33% | 2.55% | — | 2.15% | 3,498 | $192M | |
| Milford KiwiSaver Conservative Fund | Milford | Conservative | 3/7 | 0.85% | 2.28% | 4.51% | 2.57% | 3.66% | 3.69% | 9,380 | $463M | |
| Milford KiwiSaver Moderate Fund | Milford | Conservative | 3/7 | 0.95% | 3.82% | 5.39% | 3.63% | — | 5.76% | 7,273 | $337M | |
| Balanced Fund | NZ Funds | Balanced | 4/7 | 0.00% | 5.78% | 5.00% | 5.78% | — | 2.94% | 467 | $17M | |
| Growth Strategy | NZ Funds | Aggressive | 6/7 | 2.01% | 9.38% | 10.03% | -0.85% | 7.22% | 8.13% | 25,202 | $955M | |
| Income Strategy | NZ Funds | Defensive | 4/7 | 1.12% | 1.70% | 2.36% | 0.90% | 2.36% | 2.35% | 23,055 | $157M | |
| Inflation Strategy | NZ Funds | Aggressive | 5/7 | 1.42% | 7.58% | 3.42% | -2.29% | 3.64% | 3.91% | 22,293 | $226M | |
| Life Cycle - Age 0-54 | NZ Funds | Aggressive | 6/7 | 1.91% | 8.89% | 9.02% | -0.83% | 6.68% | 7.47% | 15,957 | $677M | |
| Life Cycle - Age 65 | NZ Funds | Growth | 5/7 | 1.57% | 6.83% | 5.80% | -0.69% | 4.84% | 5.28% | 191 | $16M | |
| Life Cycle - Age 75 | NZ Funds | Growth | 5/7 | 1.50% | 6.19% | 5.18% | -0.56% | 4.46% | 4.82% | 29 | $2M | |
| Pathfinder KiwiSaver Balanced Fund | Pathfinder | Balanced | 4/7 | 1.30% | 9.55% | 7.04% | 4.79% | — | 7.23% | 3,176 | $156M | |
| Pathfinder KiwiSaver Conservative Fund | Pathfinder | Conservative | 3/7 | 1.17% | 3.46% | 3.92% | 2.71% | — | 3.59% | 813 | $29M | |
| Pathfinder KiwiSaver Growth Fund | Pathfinder | Growth | 4/7 | 1.35% | 12.95% | 8.36% | 5.56% | — | 9.64% | 7,734 | $423M | |
| Pathfinder KiwiSaver High Growth Fund | Pathfinder | Growth | 4/7 | 1.29% | 15.24% | — | — | — | 14.23% | 1,712 | $74M | |
| Pie KiwiSaver Aggressive Fund | Pie | Growth | 5/7 | 1.25% | 16.32% | — | — | — | 22.06% | 1,955 | $97M | |
| Pie KiwiSaver Balanced Fund | Pie | Balanced | 4/7 | 0.84% | 13.41% | 9.44% | 2.69% | — | 5.94% | 1,309 | $60M | |
| Pie KiwiSaver Conservative Fund | Pie | Conservative | 3/7 | 0.75% | 6.42% | 6.56% | 2.32% | — | 3.24% | 815 | $29M | |
| Pie KiwiSaver Growth Fund | Pie | Growth | 5/7 | 1.03% | 16.63% | 11.15% | 2.42% | — | 8.35% | 9,458 | $436M | |
| Lifestages Auto Option Age 0 - 49 | SBS | Aggressive | 5/7 | 1.24% | 20.90% | 12.35% | 7.29% | 8.21% | 9.52% | 5,732 | $155M | |
| Lifestages Auto Option Age 50 - 54 | SBS | Growth | 4/7 | 1.17% | 16.58% | 10.31% | 5.90% | 6.75% | 7.77% | 647 | $40M | |
| Lifestages Auto Option Age 55 - 59 | SBS | Balanced | 4/7 | 1.10% | 12.57% | 8.31% | 4.51% | 5.29% | 6.02% | 601 | $35M | |
| Lifestages Auto Option Age 60 - 64 | SBS | Balanced | 4/7 | 1.00% | 8.91% | 6.37% | 3.14% | 3.82% | 4.28% | 490 | $30M | |
| Lifestages Auto Option Age 65+ | SBS | Conservative | 3/7 | 0.94% | 7.10% | 5.39% | 2.42% | 2.86% | 3.17% | 290 | $11M | |
| SBS Wealth Cash Fund | SBS | Defensive | 1/7 | 0.46% | 1.98% | — | — | — | 2.01% | 896 | $6M | |
| SBS Wealth Focused Growth Fund | SBS | Aggressive | 6/7 | 1.21% | 24.51% | — | — | — | 25.94% | 6,595 | $28M | |
| SBS Wealth High Growth Fund | SBS | Aggressive | 5/7 | 1.24% | 20.29% | 12.32% | 7.27% | 8.20% | 9.81% | 17,618 | $539M | |
| SBS Wealth Income Fund | SBS | Defensive | 3/7 | 0.90% | 1.75% | 2.39% | 0.32% | 0.79% | 0.77% | 11,376 | $269M | |
| Sharesies Fisher Funds Growth Fund | Sharesies | Growth | 4/7 | 1.20% | — | — | — | — | — | 760 | $8M | |
| Sharesies Generate Focused Growth Fund | Sharesies | Aggressive | 5/7 | 1.31% | — | — | — | — | — | 1,080 | $13M | |
| Sharesies Milford Aggressive Fund | Sharesies | Aggressive | 5/7 | 1.15% | 9.80% | — | — | — | 11.08% | 9,870 | $221M | |
| Sharesies Milford Balanced Fund | Sharesies | Balanced | 4/7 | 1.07% | — | — | — | — | — | 3 | $0M | |
| Sharesies Pathfinder Ethical Growth Fund | Sharesies | Growth | 4/7 | 1.35% | 12.77% | 8.36% | — | — | 11.46% | 2,305 | $45M | |
| Sharesies Pie Global Growth 2 Fund | Sharesies | Aggressive | 5/7 | 1.49% | 25.55% | 11.19% | — | — | 14.25% | 4,230 | $90M | |
| Sharesies Smartshares Balanced Fund | Sharesies | Balanced | 4/7 | 0.50% | 13.43% | 7.74% | — | — | 11.89% | 3,034 | $58M | |
| Sharesies Smartshares Conservative Fund | Sharesies | Conservative | 3/7 | 0.47% | 7.82% | 5.40% | — | — | 8.79% | 1,753 | $28M | |
| Sharesies Smartshares Growth Fund | Sharesies | Growth | 4/7 | 0.51% | 17.17% | 9.87% | — | — | 12.93% | 5,284 | $120M | |
| Sharesies Total World Share Fund | Sharesies | Aggressive | 5/7 | 0.12% | — | — | — | — | — | 1,927 | $24M | |
| Sharesies US500 Fund | Sharesies | Aggressive | 6/7 | 0.09% | 29.57% | — | — | — | 28.85% | 14,769 | $326M | |
| Balanced Fund | Simplicity | Balanced | 4/7 | 0.24% | 12.22% | 8.25% | 4.35% | — | 6.45% | 14,504 | $884M | |
| Conservative Fund | Simplicity | Conservative | 3/7 | 0.24% | 5.31% | 4.69% | 1.80% | — | 3.29% | 3,150 | $207M | |
| Default Fund | Simplicity | Balanced | 4/7 | 0.24% | 12.14% | 8.17% | — | — | 5.01% | 54,555 | $729M | |
| Defensive Fund | Simplicity | Defensive | 3/7 | 0.24% | 2.31% | — | — | — | 3.08% | 1,345 | $94M | |
| Growth Fund | Simplicity | Growth | 4/7 | 0.24% | 16.36% | 10.56% | 6.01% | — | 8.70% | 44,915 | $3,109M | |
| High Growth Fund | Simplicity | Aggressive | 5/7 | 0.24% | 19.57% | — | — | — | 15.38% | 34,938 | $1,914M | |
| Asia Pacific Fund | Smartshares | Aggressive | 5/7 | 0.59% | 53.17% | 17.31% | 8.69% | 8.44% | 11.06% | 1,209 | $16M | |
| Australian Dividend Fund | Smartshares | Aggressive | 5/7 | 0.59% | 18.63% | 13.33% | 10.02% | 6.97% | 7.78% | 259 | $3M | |
| Australian Financials Fund | Smartshares | Aggressive | 6/7 | 0.59% | 12.69% | 22.33% | 14.01% | 9.42% | 10.24% | 974 | $16M | |
| Australian Mid Cap Fund | Smartshares | Aggressive | 5/7 | 0.59% | 19.27% | 11.86% | 8.84% | 9.99% | 10.86% | 1,365 | $33M | |
| Australian Property Fund | Smartshares | Aggressive | 6/7 | 0.59% | 12.28% | 7.62% | 2.66% | 3.75% | 4.74% | 462 | $3M | |
| Australian Resources Fund | Smartshares | Aggressive | 6/7 | 0.59% | 65.48% | 12.73% | 12.74% | 15.71% | 15.20% | 1,422 | $29M | |
| Australian Shares Fund | Smartshares | Aggressive | 5/7 | 0.59% | 12.62% | 10.86% | 8.56% | 8.43% | 9.32% | 1,603 | $25M | |
| Australian Top 20 Fund | Smartshares | Aggressive | 5/7 | 0.59% | 23.64% | 13.28% | 10.12% | 9.14% | 10.17% | 625 | $8M | |
| Balanced Fund | Smartshares | Growth | 4/7 | 1.23% | 11.21% | 7.14% | 3.83% | 5.62% | 5.29% | 73 | $4M | |
| Castle Point 5 Oceans Fund | Smartshares | Aggressive | 3/7 | 1.26% | 11.66% | 5.83% | 3.51% | — | 5.20% | 67 | $1M | |
| Conservative Fund | Smartshares | Conservative | 3/7 | 1.10% | 6.23% | 4.85% | 2.14% | 3.70% | 2.58% | 14 | $1M | |
| Emerging Markets Fund | Smartshares | Aggressive | 5/7 | 0.73% | 28.93% | 13.82% | 5.83% | 7.07% | 8.69% | 2,583 | $32M | |
| Ethica Fund | Smartshares | Balanced | 4/7 | 0.70% | 12.42% | 8.24% | 4.30% | 5.70% | 6.55% | 1,476 | $78M | |
| Europe Fund | Smartshares | Aggressive | 5/7 | 0.59% | 22.41% | 14.71% | 10.66% | 8.42% | 10.61% | 1,046 | $18M | |
| Global Aggregate Bond Fund | Smartshares | Defensive | 3/7 | 0.59% | 0.96% | 1.68% | -1.53% | — | -1.74% | 104 | $2M | |
| Global Property Fund | Smartshares | Aggressive | 6/7 | 0.58% | 11.90% | 4.38% | -0.07% | 2.45% | 3.45% | 1,548 | $17M | |
| Growth Fund | Smartshares | Growth | 4/7 | 1.29% | 13.05% | 8.45% | 4.97% | 6.75% | 7.20% | 137 | $12M | |
| NZ Bonds Fund | Smartshares | Defensive | 3/7 | 0.54% | 3.39% | 3.74% | 1.45% | 2.26% | 2.29% | 2,221 | $38M | |
| NZ Cash Fund | Smartshares | Defensive | 2/7 | 0.52% | 1.96% | 3.13% | 2.41% | 1.96% | 1.96% | 3,076 | $73M | |
| NZ Dividend Fund | Smartshares | Aggressive | 5/7 | 0.59% | 15.77% | 5.38% | 3.00% | 5.24% | 5.75% | 356 | $4M | |
| NZ Mid Cap Fund | Smartshares | Aggressive | 5/7 | 0.59% | 9.16% | 4.39% | 0.39% | 6.52% | 7.03% | 709 | $7M | |
| NZ Property Fund | Smartshares | Aggressive | 5/7 | 0.59% | 4.65% | 0.52% | -3.29% | 3.02% | 3.30% | 910 | $8M | |
| NZ Shares Fund | Smartshares | Aggressive | 5/7 | 0.59% | 6.29% | 1.78% | -0.46% | 4.62% | 5.00% | 1,709 | $25M | |
| NZ Top 10 Fund | Smartshares | Aggressive | 5/7 | 0.59% | 6.71% | 0.97% | -0.33% | 5.52% | 5.84% | 340 | $4M | |
| NZ Top 50 Fund | Smartshares | Aggressive | 5/7 | 0.59% | 6.25% | 1.76% | -0.47% | 6.11% | 6.47% | 1,751 | $54M | |
| Overseas Bonds Fund | Smartshares | Defensive | 3/7 | 0.59% | 1.20% | 2.19% | -0.05% | 1.52% | 1.54% | 1,181 | $11M | |
| Overseas Non-Government Bonds Fund | Smartshares | Defensive | 4/7 | 0.54% | 1.58% | 2.65% | -0.12% | 1.22% | 0.98% | 1,490 | $19M | |
| Overseas Shares (Currency Hedged) Fund | Smartshares | Aggressive | 5/7 | 0.58% | 21.98% | 14.44% | 8.62% | 9.34% | 11.29% | 1,631 | $32M | |
| Overseas Shares Fund | Smartshares | Aggressive | 5/7 | 0.58% | 28.64% | 16.98% | 11.53% | 10.93% | 13.43% | 1,850 | $41M | |
| QuayStreet Altum Fund | Smartshares | Balanced | 4/7 | 1.25% | 14.69% | 10.09% | 7.14% | 7.61% | 7.27% | 193 | $6M | |
| QuayStreet Australian Equity Fund | Smartshares | Growth | 5/7 | 1.26% | 8.67% | 8.38% | 7.15% | 6.58% | 6.52% | 141 | $3M | |
| QuayStreet Balanced Fund | Smartshares | Balanced | 4/7 | 1.00% | 10.95% | 10.15% | 7.23% | 6.76% | 7.17% | 1,465 | $108M | |
| QuayStreet Conservative Fund | Smartshares | Conservative | 3/7 | 0.75% | 5.17% | 5.36% | 3.36% | 3.72% | 3.85% | 356 | $13M | |
| QuayStreet Fixed Interest Fund | Smartshares | Defensive | 3/7 | 0.75% | 3.19% | 3.77% | 1.85% | 2.29% | 2.35% | 79 | $2M | |
| QuayStreet Growth Fund | Smartshares | Growth | 4/7 | 1.25% | 13.85% | 12.47% | 8.95% | 8.20% | 8.74% | 3,195 | $213M | |
| QuayStreet High Growth Fund | Smartshares | Growth | 4/7 | 1.30% | 17.88% | 11.46% | 8.19% | 7.91% | 15.98% | 428 | $21M | |
| QuayStreet Income Fund | Smartshares | Defensive | 3/7 | 0.75% | 3.83% | 4.21% | 2.90% | 3.35% | 3.38% | 35 | $1M | |
| QuayStreet International Equity (NZD Hedged) Fund | Smartshares | Aggressive | 5/7 | 1.15% | 15.20% | — | — | — | 15.81% | 38 | $2M | |
| QuayStreet International Equity Fund | Smartshares | Aggressive | 5/7 | 1.15% | 22.69% | 19.16% | 13.72% | 11.43% | 12.52% | 711 | $43M | |
| QuayStreet New Zealand Equity Fund | Smartshares | Aggressive | 4/7 | 1.25% | 5.65% | 1.54% | 0.71% | 6.90% | 6.94% | 485 | $13M | |
| QuayStreet Socially Responsible Investment Fund | Smartshares | Balanced | 4/7 | 1.00% | 8.53% | 10.56% | 6.76% | 6.23% | 6.76% | 333 | $19M | |
| S&P/ASX 200 Fund | Smartshares | Aggressive | 5/7 | 0.59% | 18.28% | 11.82% | 8.77% | — | 11.35% | 426 | $6M | |
| S&P/NZX 50 Fund | Smartshares | Aggressive | 5/7 | 0.59% | 7.27% | 2.17% | -0.22% | — | 1.78% | 464 | $6M | |
| S&P/NZX NZ Government Bond Fund | Smartshares | Defensive | 3/7 | 0.54% | 3.48% | 2.50% | -0.14% | — | -0.43% | 122 | $1M | |
| SuperLife Age Steps - Age 20 | Smartshares | Aggressive | 5/7 | 0.63% | 20.33% | 11.09% | 6.42% | 7.67% | 9.16% | 294 | $2M | |
| SuperLife Age Steps - Age 30 | Smartshares | Growth | 4/7 | 0.62% | 17.18% | 9.63% | 5.43% | 6.70% | 7.92% | 237 | $7M | |
| SuperLife Age Steps - Age 40 | Smartshares | Growth | 4/7 | 0.62% | 17.18% | 9.63% | 5.43% | 6.70% | 7.92% | 311 | $15M | |
| SuperLife Age Steps - Age 50 | Smartshares | Growth | 4/7 | 0.61% | 16.21% | 9.17% | 5.12% | 6.39% | 7.53% | 301 | $26M | |
| SuperLife Age Steps - Age 60 | Smartshares | Balanced | 4/7 | 0.60% | 12.94% | 7.61% | 4.03% | 5.23% | 6.10% | 307 | $33M | |
| SuperLife Age Steps - Age 70 | Smartshares | Balanced | 4/7 | 0.58% | 9.54% | 5.96% | 2.89% | 4.05% | 4.64% | 73 | $6M | |
| SuperLife Age Steps - Age 80 | Smartshares | Defensive | 3/7 | 0.56% | 4.02% | 3.22% | 0.95% | 2.02% | 2.15% | 9 | $0M | |
| SuperLife Balanced Fund | Smartshares | Balanced | 4/7 | 0.60% | 13.34% | 7.97% | 4.28% | 5.62% | 6.50% | 1,465 | $92M | |
| SuperLife Conservative Fund | Smartshares | Conservative | 3/7 | 0.57% | 7.71% | 5.42% | 2.54% | 3.70% | 4.09% | 745 | $38M | |
| SuperLife Default Fund | Smartshares | Balanced | 4/7 | 0.20% | 11.73% | 7.55% | — | — | 5.53% | 56,453 | $786M | |
| SuperLife Growth Fund | Smartshares | Growth | 4/7 | 0.61% | 17.10% | 9.76% | 5.50% | 6.75% | 7.97% | 1,870 | $93M | |
| SuperLife High Growth Fund | Smartshares | Aggressive | 5/7 | 0.63% | 21.13% | 11.46% | 6.67% | 7.91% | 9.47% | 20,760 | $839M | |
| SuperLife Income Fund | Smartshares | Defensive | 3/7 | 0.56% | 2.22% | 2.31% | 0.34% | 1.57% | 1.49% | 15,684 | $294M | |
| Total World (NZD Hedged) Fund | Smartshares | Aggressive | 5/7 | 0.58% | 21.13% | 13.93% | 7.63% | — | 12.42% | 355 | $10M | |
| Total World Fund | Smartshares | Aggressive | 5/7 | 0.58% | 30.67% | 17.38% | 11.14% | 11.09% | 13.43% | 1,368 | $38M | |
| UK Cash Fund | Smartshares | Defensive | 4/7 | 0.49% | 3.47% | 5.45% | 3.49% | 1.10% | 1.98% | 178 | $3M | |
| US 500 Fund | Smartshares | Aggressive | 5/7 | 0.54% | 28.20% | 19.69% | 14.12% | 13.85% | 16.20% | 3,273 | $128M | |
| US Large Growth Fund | Smartshares | Aggressive | 6/7 | 0.57% | 23.74% | 21.55% | 13.58% | 15.46% | 18.53% | 3,884 | $163M | |
| US Large Value Fund | Smartshares | Aggressive | 5/7 | 0.57% | 32.64% | 16.51% | 13.08% | 11.67% | 13.48% | 806 | $15M | |
| US Mid Cap Fund | Smartshares | Aggressive | 5/7 | 0.57% | 22.62% | 13.92% | 9.09% | 10.50% | 12.49% | 580 | $5M | |
| US Small Cap Fund | Smartshares | Aggressive | 6/7 | 0.57% | 36.34% | 14.04% | 7.59% | 10.23% | 12.49% | 628 | $7M | |
| Summer Australian Equities | Summer | Aggressive | 5/7 | 0.90% | 10.68% | 9.06% | 8.01% | — | 7.89% | 700 | $18M | |
| Summer Balanced Selection | Summer | Balanced | 4/7 | 0.90% | 7.87% | 6.47% | 3.36% | — | 5.47% | 1,994 | $129M | |
| Summer Conservative Selection | Summer | Conservative | 3/7 | 0.75% | 5.23% | 4.70% | 2.17% | — | 3.19% | 223 | $11M | |
| Summer Global Equities | Summer | Aggressive | 5/7 | 0.89% | 16.06% | 14.84% | 6.87% | — | 9.80% | 785 | $46M | |
| Summer Global Fixed Interest | Summer | Defensive | 3/7 | 0.75% | 1.59% | 2.50% | 0.22% | — | 1.34% | 93 | $1M | |
| Summer Growth Selection | Summer | Growth | 4/7 | 0.89% | 10.51% | 8.09% | 4.51% | — | 6.35% | 1,639 | $117M | |
| Summer Listed Property | Summer | Aggressive | 5/7 | 0.90% | 4.53% | 0.36% | -2.69% | — | 3.00% | 463 | $8M | |
| Summer New Zealand Cash | Summer | Defensive | 1/7 | 0.50% | 2.03% | 3.31% | 2.41% | — | 1.63% | 190 | $4M | |
| Summer New Zealand Equities | Summer | Aggressive | 4/7 | 0.90% | 7.49% | 2.08% | 1.46% | — | 6.73% | 708 | $19M | |
| Summer New Zealand Fixed Interest | Summer | Defensive | 3/7 | 0.75% | 3.57% | 3.54% | 1.24% | — | 1.92% | 282 | $6M | |
| Aggressive Fund | SuperEasy | Growth | 4/7 | 0.32% | 11.72% | 11.50% | 7.33% | 8.52% | 8.83% | 765 | $47M | |
| Automatic Fund (Age 20) | SuperEasy | Aggressive | 4/7 | 0.32% | 12.19% | 12.07% | 7.78% | 8.97% | 9.30% | 103 | $0M | |
| Automatic Fund (Age 40) | SuperEasy | Growth | 4/7 | 0.32% | 9.37% | 8.96% | 5.21% | 6.70% | 6.94% | 135 | $4M | |
| Automatic Fund (Age 60) | SuperEasy | Balanced | 4/7 | 0.32% | 6.82% | 6.25% | 2.92% | 4.59% | 4.74% | 202 | $15M | |
| Automatic Fund (Age 80) | SuperEasy | Conservative | 3/7 | 0.32% | 4.40% | 4.39% | 2.13% | 1.86% | 2.88% | 9 | $1M | |
| Balanced Fund | SuperEasy | Balanced | 4/7 | 0.32% | 7.31% | 7.16% | 3.86% | 4.97% | 5.10% | 432 | $22M | |
| Conservative Fund | SuperEasy | Conservative | 3/7 | 0.32% | 4.41% | 4.69% | 2.23% | 2.90% | 2.94% | 296 | $13M | |
| Growth Fund | SuperEasy | Growth | 4/7 | 0.32% | 8.91% | 8.39% | 4.70% | 6.15% | 6.38% | 707 | $42M | |
| Balanced Fund | Westpac | Balanced | 4/7 | 0.50% | 13.36% | 8.10% | 4.03% | 5.63% | 6.47% | 76,979 | $2,448M | |
| Cash Fund | Westpac | Defensive | 2/7 | 0.25% | 2.27% | 3.54% | 2.67% | 1.99% | 2.00% | 36,024 | $688M | |
| Conservative Fund | Westpac | Conservative | 3/7 | 0.40% | 6.72% | 5.10% | 2.42% | 3.29% | 3.61% | 136,581 | $3,222M | |
| Default Balanced Fund | Westpac | Balanced | 4/7 | 0.40% | 11.62% | 7.45% | — | — | 5.23% | 72,728 | $1,079M | |
| Defensive Conservative Fund | Westpac | Conservative | 3/7 | 0.40% | 5.88% | 4.75% | 2.30% | 3.13% | 3.39% | 12,559 | $255M | |
| Growth Fund | Westpac | Growth | 4/7 | 0.55% | 16.91% | 9.64% | 4.91% | 6.77% | 7.88% | 114,033 | $3,687M | |
| High Growth Fund | Westpac | Aggressive | 5/7 | 0.70% | 21.18% | — | — | — | 15.45% | 40,377 | $1,203M | |
| Moderate Fund | Westpac | Balanced | 4/7 | 0.40% | 9.50% | 6.42% | 3.13% | 4.26% | 4.80% | 34,621 | $984M |
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Simplicity is one of New Zealand's largest KiwiSaver providers, known for low fees and strong long-term returns. Their growth fund is consistently among the top performers in the FMA Disclose Register.