Compare Every KiwiSaver Fund in New Zealand
Compare Every KiwiSaver Fund in New Zealand
Most New Zealanders join KiwiSaver before they have had a chance to think about it. You sign a form in your first week, pick a fund from a list of names you have never heard of, and then it runs quietly in the background for the next forty years.
That first choice is not a small one. Two funds in the same category can charge very different fees for doing broadly the same job, and because the money stays invested for decades, a fee gap compounds into a real difference in what you retire on. Risk works the same way from the other direction: a conservative fund and an aggressive one can both look sensible on paper and behave nothing alike in a bad year.
This page puts every KiwiSaver fund in the country into one table, with the fee each fund charges and the returns it has actually delivered. Filter by provider or fund type, sort on any column, and put up to three funds side by side. Every figure is the manager's own statutory filing, read from the Government's Disclose Register, and published here as it was filed.
How We Researched This Guide
Every row starts at the Disclose Register, the register the Companies Office keeps for managed funds, where each KiwiSaver manager must file a fund update for every fund it runs. We take the figures from that filing and nothing else. When a manager files, the register changes, and this table follows.
Fund updates do not all describe the same period, so the date under the filters is the newest reporting period in the table rather than the day we last refreshed it. Three, five and ten-year returns are worked out from the annual series in the register rather than from its raw weekly or monthly history, so a fund cannot post a flattering number because of the window it happened to be measured over.
No manager pays to appear, nothing is ordered by fee, and we take no commission from any fund here.
What This Table Shows
Each row is one fund, not one provider. The larger schemes run several funds each, and they are separate investments with their own charges and their own returns. Fund Name and Provider identify the fund and the manager behind it. Type is the manager's own label, and Risk is the 1 to 7 indicator from the fund update, where 1 is the least volatile and 7 the most.
Annual Fee is the total annual fund charge, expressed as a percentage of your balance. The return columns are net of that charge and of tax, which is what makes them comparable across funds. Since Inception covers the whole life of the fund, which for a long-established fund is the most complete record on this page. Members and Fund Size tell you how much of the country's money is in it.
What the Fund Type Tells You
The five categories describe how a fund splits its money between growth assets — shares in New Zealand and overseas, property and listed infrastructure — and income assets such as bonds and cash. Conservative and defensive funds hold mostly income assets, balanced sits in the middle, and growth and aggressive funds lean heavily on shares.
The labels are not standardised between managers. One manager's balanced fund can hold more in shares than another manager's growth fund, which is why the risk indicator sits right beside the type. Read the two together, and read them before the returns: comparing a conservative fund's return against an aggressive fund's is not a comparison, it is two different jobs.
The Fee Is the Only Number That Is Guaranteed
Returns come from markets, and no manager can promise them. The fee is charged whatever happens. A fund that loses money still takes its percentage, and it takes it out of your balance, which means the growth that money would have earned goes with it.
The total annual fund charge is the figure to compare. It rolls management and administration into one percentage, and it does not move with your balance or with performance. On a small balance the gap between two funds looks trivial. Held for forty years it compounds the same way your contributions do — only against you.
A manager controls its fee. It does not control its return. That is why the fee is the number to read first.
None of that makes the cheapest fund the best one, and it does not make an expensive fund bad. But the more a fund charges, the more it has to earn just to draw level with a cheaper fund in the same category, and that is a hurdle worth checking before anything else.
Why the Return Column Is Not a Ranking
A one-year return tells you what happened in one year. For a growth fund that is mostly noise, because a single year says more about the market than about the manager. A ten-year figure is more useful, and still only one path through one set of markets.
Compare funds within a type, not across types. A higher return usually means more risk was taken to get it, not that the manager is better, and a fund that tops the table in a strong year is often the one that falls furthest in a weak one. A blank return is not a failure either: a fund launched four years ago has no ten-year figure, because there is nothing yet to report.
What the Table Cannot Show
- Your tax rate. The returns are net of tax at the rate a fund update assumes. Your prescribed investor rate may differ, and that changes your own return in either direction.
- Your contributions. Member contributions, the employer contribution and the government contribution are not part of a fund's figures. This page compares funds, not schemes, and it cannot tell you what your balance will be.
- Your time frame. A fund that suits someone twenty years from withdrawal is not the one for someone buying a first home next year.
- The service. An app that works, a statement you can read and someone who answers the phone matter over a forty-year relationship, and none of it appears in a table.
- What is actually inside the fund. The type is a summary. The holdings list is in the fund update, and it is worth a look.
Before You Choose a Fund
- Decide the type first. Work out how much volatility you can live with before you look at returns, then compare fees within that group.
- Be honest about a bad year. If a fall of a fifth would make you switch at the bottom, the fund is too aggressive for you, whichever table it tops.
- Check the fund is open. A closed fund can be a good fund, but it is not one you can join, and the badge says so.
- Prefer a track record that has been through a full cycle. A short record is not a fault, but it is less to go on.
- Remember that switching is a normal thing to do. Your money is not locked in, and moving it takes less effort than most people expect.
For the fuller picture, read our guides to conservative, balanced and growth funds and to switching KiwiSaver providers.
Important: Fund figures are provided for comparison only and are reproduced from each manager's latest fund update. Past performance does not guarantee future returns. Consider your own circumstances, or take advice from a licensed financial adviser, before changing funds. Terms apply.
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 September 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 |
About This Data
- Every KiwiSaver fund that has not been wound up, read from the Government's Disclose Register.
- Annual Fee is the total annual fund charge, as a percentage of your balance.
- Returns are net of fees and tax, and describe the reporting period the register states for that fund.
- A fund that has closed to new investors stays listed, marked with a badge.
Reading the Risk Indicator
- The indicator runs from 1 (lowest volatility) to 7 (highest).
- It describes how much the fund's value has moved, not whether the fund is any good.
- Growth and aggressive funds sit high on the scale almost by definition.
- Compare the indicator within a fund type before you compare returns.
ValueHub's Trusted Providers
We've researched the providers below — here are our picks.
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.
Related Tools
Free tools and guides to take your numbers further:
KiwiSaver Retirement Calculator
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Compound Interest Calculator
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Retirement Savings Calculator
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Conservative vs Balanced vs Growth
What the fund types mean, and how much volatility each one carries.
Switching KiwiSaver Providers
How to move your money, what it costs and how long it takes.