{
  "@context": "https://fundcompare.co.nz/api/schema/provider.v1",
  "url": "https://fundcompare.co.nz/providers/sbs",
  "name": "SBS WEALTH LIMITED",
  "short_name": "SBS",
  "scheme": "SBS WEALTH KIWISAVER SCHEME",
  "website": "sbswealth.co.nz",
  "description": "SBS offers KiwiSaver and investment solutions with a focus on local knowledge and reliable returns.",
  "fund_count": 7,
  "total_aum_nzd": 729992161.18,
  "total_members": 26351,
  "fund_summaries": [
    {
      "fund_name": "Lifestages Auto Option Age 55 - 59",
      "fund_type": "Balanced",
      "fees_one_year_pct": 1.05,
      "five_year_average_return_pct": 5.53,
      "risk_indicator": 4,
      "url": "https://fundcompare.co.nz/funds/sbs/lifestages-auto-option-age-55-59"
    },
    {
      "fund_name": "Lifestages Auto Option Age 0 - 49",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 1.17,
      "five_year_average_return_pct": 9.2,
      "risk_indicator": 5,
      "url": "https://fundcompare.co.nz/funds/sbs/lifestages-auto-option-age-0-49"
    },
    {
      "fund_name": "SBS Wealth High Growth Fund",
      "fund_type": "Aggressive",
      "fees_one_year_pct": 1.17,
      "five_year_average_return_pct": 9.39,
      "risk_indicator": 5,
      "url": "https://fundcompare.co.nz/funds/sbs/sbs-wealth-high-growth-fund"
    },
    {
      "fund_name": "SBS Wealth Income Fund",
      "fund_type": "Defensive",
      "fees_one_year_pct": 0.87,
      "five_year_average_return_pct": -0.04,
      "risk_indicator": 3,
      "url": "https://fundcompare.co.nz/funds/sbs/sbs-wealth-income-fund"
    },
    {
      "fund_name": "Lifestages Auto Option Age 65+",
      "fund_type": "Conservative",
      "fees_one_year_pct": 0.96,
      "five_year_average_return_pct": 2.52,
      "risk_indicator": 3,
      "url": "https://fundcompare.co.nz/funds/sbs/lifestages-auto-option-age-65"
    },
    {
      "fund_name": "Lifestages Auto Option Age 50 - 54",
      "fund_type": "Growth",
      "fees_one_year_pct": 1.11,
      "five_year_average_return_pct": 7.38,
      "risk_indicator": 5,
      "url": "https://fundcompare.co.nz/funds/sbs/lifestages-auto-option-age-50-54"
    },
    {
      "fund_name": "Lifestages Auto Option Age 60 - 64",
      "fund_type": "Balanced",
      "fees_one_year_pct": 0.99,
      "five_year_average_return_pct": 3.67,
      "risk_indicator": 4,
      "url": "https://fundcompare.co.nz/funds/sbs/lifestages-auto-option-age-60-64"
    }
  ],
  "sources": [
    "FMA Disclose register — https://disclose-register.companiesoffice.govt.nz/",
    "IRD KiwiSaver — https://www.ird.govt.nz/kiwisaver",
    "Sorted Fund Finder — https://fundfinder.sorted.org.nz/"
  ],
  "last_reviewed": "2026-06-13",
  "disclaimer": "This is an informational summary published by FundCompare NZ (https://fundcompare.co.nz) using publicly available data from the FMA Disclose register, IRD KiwiSaver, and Sorted Fund Finder. It does not constitute financial advice. FundCompare NZ is not a licensed Financial Advice Provider. Past performance is not indicative of future results — read each scheme's Product Disclosure Statement and consult a licensed financial adviser before making any decision. KiwiSaver® is a registered trademark of Inland Revenue."
}