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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

23 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
23
10%+ returns
Average Return
13.70%
5-year average
Average Fees
0.80%
Annual fees
Highest in Range
21.37%
AMP

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

Aggressive20
Growth1
Balanced2

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
1Milford Aggressive FundAMPAggressive21.37%1.57%5/7
2AMP Growth FundAMPGrowth18.10%0.85%4/7
3Us Large Growth FundSmartsharesAggressive17.61%0.67%6/7
4US 500 FundSmartsharesAggressive16.09%0.54%5/7
5US Large Value FundSmartsharesAggressive15.20%0.57%5/7
6Us Equities FundKouraAggressive14.51%0.73%6/7
7Mercer Balanced FundAMPBalanced14.12%1.26%4/7
8Overseas Shares FundSmartsharesAggressive13.95%0.58%5/7
9Quaystreet International Equity FundSmartsharesAggressive13.91%1.27%5/7
10Sustainable International ShareANZAggressive13.87%0.90%5/7
11Goalsgetter Amova Global Shares FundNikkoAggressive13.41%1.43%5/7
12Total World FundSmartsharesAggressive13.32%0.58%5/7
13Australian Financials FundSmartsharesAggressive13.16%0.59%6/7
14Asia Pacific FundSmartsharesAggressive12.80%0.59%4/7
15AMP International Shares Fund No. 2AMPAggressive12.76%0.86%5/7
16AMP International Shares FundAMPAggressive12.52%0.85%5/7
17Superlife Moderate FundAMPBalanced12.37%1.07%4/7
18Australian Resources FundSmartsharesAggressive12.08%0.59%6/7
19Europe FundSmartsharesAggressive11.34%0.59%5/7
20Automatic Fund (Age 20)SuperEasyAggressive11.22%0.51%5/7
21Overseas Shares (Currency Hedged) FundSmartsharesAggressive10.71%0.58%5/7
22US Mid Cap FundSmartsharesAggressive10.50%0.57%5/7
23US Small Cap FundSmartsharesAggressive10.14%0.57%6/7

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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