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This page displays publicly available fee data sorted from lowest to highest. This is not financial advice. If you need guidance, consult a licensed Financial Advice Provider.

KiwiSaver Scheme Fund Fee Comparison 2025

KiwiSaver scheme fund fee data sorted from lowest to highest. Data from FMA reports, updated October 2025.

Funds Shown
50
Sorted by fee
Lowest Fee Shown
0.00%
NZ Funds
Average Fee (Shown)
0.27%
Annual fees
Average Return
1.15%
5-year average

About Fee Data

Fee data is publicly reported by fund managers to the FMA. Fees vary between funds and fund types. This page shows fee data sorted from lowest to highest.

Fee Illustration Example:

Illustrative — sample starting balance: $50,000 | Time horizon: 30 years | Hypothetical assumed return: 7%

With 0.5% fees:
$330,718
With 1.0% fees:
$287,175

Difference: $43,544

This is an illustrative example only. Actual returns will vary.

Note: This illustration uses assumed values for demonstration purposes. Actual investment outcomes depend on many factors. If you need advice on fund selection, consult a licensed Financial Advice Provider.

Fund Fee Data (Sorted Lowest to Highest)

Showing 50 funds sorted by annual fee. You may use this data for your own comparison.

#Fund NameProviderFees5-Year ReturnFund TypeRisk
1Balanced FundNZ Funds0.00%N/ABalanced4/7
2Investnow Foundation Series Hedged Us 500 FundFundrock0.03%N/AAggressive6/7
3Investnow Foundation Series Us 500 FundFundrock0.03%N/AAggressive5/7
4Investnow Foundation Series Hedged Total World FundFundrock0.07%N/AAggressive5/7
5Investnow Foundation Series Total World FundFundrock0.07%N/AAggressive5/7
6Sharesies Us500 FundSharesies0.09%N/AAggressive6/7
7Milford Kiwisaver Cash FundMilford0.20%2.55%Defensive1/7
8Cash FundANZ0.22%2.32%Defensive2/7
9Cash FundANZ0.22%2.32%Defensive2/7
10Balanced FundSimplicity0.25%4.35%Balanced1/7
11Kernel Cash Plus FundKernel0.25%N/ADefensive1/7
12Kernel Global Property (Nzd Hedged) FundKernel0.25%N/AAggressive6/7
13Kernel Nz Commercial Property FundKernel0.25%-2.75%Aggressive5/7
14Cash FundMAS0.25%2.33%Defensive1/7
15Kernel Nz 20 FundKernel0.25%N/AAggressive5/7
16Kernel Balanced FundKernel0.25%N/ABalanced4/7
17Conservative FundSimplicity0.25%1.80%Conservative1/7
18Kernel Nz Small & Mid Cap Opportunities FundKernel0.25%-1.93%Aggressive5/7
19Kernel S&P Global Dividend Aristocrats FundKernel0.25%9.63%Aggressive5/7
20Kernel High Growth FundKernel0.25%N/AAggressive5/7
21Cash FundWestpac0.25%2.38%Defensive2/7
22Kernel Global Esg (Nzd Hedged) FundKernel0.25%N/AAggressive6/7
23Defensive FundSimplicity0.25%N/ADefensive1/7
24Growth FundSimplicity0.25%6.01%Growth1/7
25Kernel S&P 500 (Unhedged) FundKernel0.25%N/AAggressive6/7
26Kernel S&P 500 (Nzd Hedged) FundKernel0.25%N/AAggressive6/7
27Kernel Nz 50 Esg Tilted FundKernel0.25%N/AAggressive5/7
28Default FundSimplicity0.25%N/ABalanced1/7
29High Growth FundSimplicity0.25%N/AAggressive1/7
30Superlife Default FundSmartshares0.30%N/ABalanced4/7
31BNZ Kiwisaver Cash FundBNZ0.30%2.53%Defensive2/7
32Kernel Us Bond FundKernel0.30%N/ADefensive4/7
33Investnow Macquarie Nz Cash FundFundrock0.30%2.50%Defensive2/7
34Cash FundMercer0.32%2.16%Defensive2/7
35New Zealand Fixed Interest FundANZ0.34%0.15%Defensive3/7
36Default Saver FundBooster0.35%N/ABalanced4/7
37Nz Cash FundASB0.35%2.18%Defensive2/7
38BNZ Kiwisaver Default FundBNZ0.35%N/ABalanced4/7
39Investnow Foundation Series Balanced FundFundrock0.36%4.77%Balanced4/7
40Investnow Mercer Nz Shares Passive FundFundrock0.36%N/AAggressive5/7
41Default FundFisher0.37%N/ABalanced4/7
42Investnow Foundation Series Growth FundFundrock0.38%N/AGrowth4/7
43Defensive Conservative FundWestpac0.40%2.57%Conservative3/7
44Goalsgetter Amova Nz Cash FundNikko0.40%2.63%Defensive2/7
45Kernel Nz Bond FundKernel0.40%N/ADefensive3/7
46Moderate FundWestpac0.40%3.80%Balanced4/7
47Conservative FundWestpac0.40%2.72%Conservative3/7
48Conservative FundASB0.40%2.33%Conservative3/7
49Default Balanced FundWestpac0.40%N/ABalanced4/7
50Investnow Mercer All Country Global Shares Index FundFundrock0.43%N/AAggressive5/7

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Data source: FMA KiwiSaver Quarterly Reports, provider Product Disclosure Statements. Last updated: May 2026.

Disclaimer: Past performance does not guarantee future results. This is not financial advice. Consult a licensed financial adviser before making investment decisions.

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The information provided on this website is not a recommendation to buy, sell, or hold any financial products. Nothing on this website constitutes financial advice for the purposes of the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider.

Investing involves risk. The value of your investment can go down as well as up, and you may get back less than you put in. Past performance is not a reliable indicator of future returns.

Before making any investment decision, you should read the Product Disclosure Statement (PDS) for the fund carefully. If you have questions or are unclear about the implications of your investment decision, you should seek advice from a licensed Financial Advice Provider.

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