⚖️ Balanced Performers
Funds within KiwiSaver schemes with 5-8% annual returns
65 funds within KiwiSaver schemes averaging 5-8% returns. Balanced performance with moderate risk — typical for 10-20 year timeframes.
Total Funds
65
Average Return
6.37%
Average Fees
1.00%
Why Choose 5-8% Return Funds?
✓ Suited to:
- • Investors 10-20 years from retirement
- • Ages 45-60 typically
- • Moderate risk tolerance
- • Want growth with protection
⚡ Key Benefits:
- • Balanced risk/reward ratio
- • Less volatile than growth funds
- • Better returns than conservative
- • Proven long-term track records
All funds with 5-8% returns
| Rank | Fund Name | Provider | Type | 5-Year Return | Fees | Risk |
|---|---|---|---|---|---|---|
| #1 | Ethica Fund | Smartshares | Balanced | 7.99% | 0.80% | 4/7 |
| #2 | Stepping Stones Growth 51-55 | Generate | Growth | 7.96% | 1.39% | 4/7 |
| #3 | Stepping Stones 36-45 | Generate | Growth | 7.96% | 1.39% | 4/7 |
| #4 | Aggressive Fund | MAS | Aggressive | 7.90% | 0.98% |
