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This page displays publicly available historical performance data. Past performance is not a reliable indicator of future returns. This is not financial advice.

Funds within KiwiSaver schemes with 10%+ historical returns

18 funds within KiwiSaver schemes have reported 10% or higher average annual returns over the past 5 years according to FMA-filed Quarterly Fund Updates.

Funds in Range
18
10%+ returns
Average Return
12.66%
5-year average
Average Fees
0.76%
Annual fees
Highest in Range
17.61%
Smartshares

About Historical Returns Data

Data source: Returns are calculated from publicly reported FMA data.

Risk indicator: Funds with higher historical returns typically have higher risk indicators (5-7).

Important: Past performance is not a reliable indicator of future returns. If you need advice on fund suitability, consult a licensed Financial Advice Provider.

Breakdown by Fund Type

Aggressive17
Growth1

Funds with 10%+ historical returns

Sorted by 5-year average return (highest to lowest). You may use this data for your own comparison.

#Fund NameProviderType5-Year ReturnFeesRisk
1Us Large Growth FundSmartsharesAggressive17.61%0.67%6/7
2Us Equities FundKouraAggressive14.51%0.73%6/7
3US 500 FundSmartsharesAggressive14.12%0.64%5/7
4Australian Financials FundSmartsharesAggressive14.01%0.69%6/7
5Quaystreet International Equity FundSmartsharesAggressive13.91%1.27%5/7
6Sustainable International ShareANZAggressive13.87%0.90%5/7
7Goalsgetter Amova Global Shares FundNikkoAggressive13.41%1.43%5/7
8US Large Value FundSmartsharesAggressive13.08%0.67%5/7
9AMP International Shares Fund No. 2AMPAggressive12.76%0.86%5/7
10Australian Resources FundSmartsharesAggressive12.74%0.69%6/7
11AMP International Shares FundAMPAggressive12.52%0.85%5/7
12Overseas Shares FundSmartsharesAggressive11.53%0.58%5/7
13Automatic Fund (Age 20)SuperEasyAggressive11.22%0.51%5/7
14Total World FundSmartsharesAggressive11.14%0.68%5/7
15Europe FundSmartsharesAggressive10.66%0.69%5/7
16Aggressive FundSuperEasyGrowth10.62%0.51%4/7
17Australian Top 20 FundSmartsharesAggressive10.12%0.69%5/7
18Australian Dividend FundSmartsharesAggressive10.02%0.69%5/7

Browse Other Return Ranges

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Data source: FMA-filed Quarterly Fund Updates, provider Product Disclosure Statements. Data refreshed: Q1 2026.

Disclaimer: Past performance does not guarantee future results. Returns shown are historical averages and do not predict future performance. High returns come with high volatility and risk. This is not financial advice. Consult a licensed financial adviser before making investment decisions.

Important Information and Disclosure

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.

All information displayed is sourced from scheme providers, the Disclose Register, and the Sorted Smart Investor universal feed (operated by Te Ara Ahunga Ora Retirement Commission), or other publicly available sources. We take reasonable steps to ensure accuracy but cannot guarantee information is always current or complete.

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