SBS WEALTH LIMITED
The SBS Wealth KiwiSaver Scheme is operated by SBS Wealth Limited and serves 26,351 members with $0.73 billion in assets under management. The scheme offers seven funds within a KiwiSaver scheme, providing members with a range of investment options across different risk profiles and time horizons. This breadth of choice allows members to select a fund aligned with their individual circumstances and investment approach.
The SBS Wealth KiwiSaver Scheme charges an average annual fee of 1.05% across its funds. The scheme includes Balanced, Aggressive, Defensive, Conservative, and Growth fund types, catering to members with varying risk tolerances and investment goals. This structure is commonly used by individuals seeking diversified investment options within a tax-advantaged retirement savings vehicle. This information is general in nature only and does not constitute financial advice.
Assets
$730M
Total value
Average Return
5.38%
Five year
Average Fee 💰
1.05%
One Year
Total Investors
26.4K
Across all funds
FUND NAME | RISK LEVEL | 5Y RETURN | FEE💰 | Value | Growth Assets | Start Date |
|---|---|---|---|---|---|---|
| Lifestages Auto Option Age 55 - 59 | Balanced | 5.53% | 1.05% | $33M | 58.62% | 14-10-2015 |
| Lifestages Auto Option Age 0 - 49 | Aggressive | 9.2% | 1.17% | $136M | 97.52% | 14-10-2015 |
| SBS Wealth High Growth Fund | Aggressive | 9.39% | 1.17% | $477M | 97.71% | 14-10-2015 |
| SBS Wealth Income Fund | Defensive | -0.04% | 0.87% | $7M | N/A | 14-10-2015 |
| Lifestages Auto Option Age 65+ | Conservative | 2.52% | 0.96% | $11M | 29.31% | 14-10-2015 |
| Lifestages Auto Option Age 50 - 54 | Growth | 7.38% | 1.11% | $38M | 78.11% | 14-10-2015 |
| Lifestages Auto Option Age 60 - 64 | Balanced | 3.67% | 0.99% | $28M | 39.09% | 14-10-2015 |
Governance & relationships
- Manager
- SBS WEALTH LIMITED(NZ Limited Company)
- FSP registration
- FSP FSP3961verify on FSPR ↗
- NZBN
- 9429036803323verify on NZBN ↗
- Supervisor
- Data being compiled from PDS filings
- Custodian
- Data being compiled from PDS filings
- Auditor
- Data being compiled from Annual Reports
Manager identity sourced from the most recent FMA-filed Quarterly Fund Update. See the cross-scheme manager relationships map to see whether this manager operates across multiple schemes.
Filings
No FMA Disclose filings indexed for this scheme yet.
AI · API · Markdown
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Identifiers
- Short name
- SBS
- Funds operated
- 7
- Scheme(s)
- SBS WEALTH KIWISAVER SCHEME
Endpoints for SBS WEALTH LIMITED
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