GENERATE KIWISAVER SCHEME
Focused Growth Fund — history
Quarterly readings of fees, 1-year and 5-year returns sourced from each FMA-mandated Quarterly Fund Update. Every QFU PDF is kept on file so the chart back-fills as more periods are ingested.
Quarters captured
3
Earliest period
31 March 2025
Latest period
31 March 2026
Latest fee
1.39%
Returns over time
Annual return after fees and tax (1-year) and 5-year average annual return, as published in each Quarterly Fund Update.
Fees over time
Total annual fund charges. Falling fees (or steady, if low) are a key signal.
Per-quarter readings
| Period | Annual fee | 1-year return | 5-year avg return | Fund size | Members |
|---|---|---|---|---|---|
| 31 March 2026 | 1.39% | — | 6.41% | $4613.1M | 114,124 |
| 30 April 2025 | 1.29% | 11.38% | 9.47% | $4034.4M | 102,945 |
| 31 March 2025 | 1.29% | 5.1% | 9.92% | $3613.9M | 99,304 |
Data sources
- FMA Disclose register — Quarterly Fund Updates
- Provider websites — issuer-published QFU PDFs
Past performance is not a reliable indicator of future returns. General information only — not financial advice.
FundCompare
Compare every fund within a KiwiSaver scheme on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.