KiwiSaver Scheme Funds
Discover the full range of KiwiSaver scheme funds, from conservative to growth options, and understand how each aligns with your investment goals.
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PROVIDER | FUND NAME | RISK LEVEL | 1Y RETURN💸 | 5Y RETURN | FEE💰 | Value | Start Date |
|---|---|---|---|---|---|---|---|
| InvestNow Foundation Series Total World Fund | Aggressive | undefined% | N/A cat avg 9.1% | 0.07% cat avg 0.9% | $164M | 17-02-2023 | |
| Asia Pacific Fund | Aggressive | undefined% | 12.8% cat avg 9.1% | 0.59% cat avg 0.9% | $16M | 21-09-2015 | |
| Milford KiwiSaver Moderate Fund | Conservative | undefined% | 3.8% cat avg 2.74% | 0.95% cat avg 0.81% | $337M | 27-03-2020 | |
| Conservative Fund | Conservative | undefined% | N/A cat avg 2.74% | 1.08% cat avg 0.81% | $179M | 16-05-2022 | |
| AMP Moderate Balanced Fund (Lifesteps) | Balanced | undefined% | 3.78% cat avg 5.12% | 0.84% cat avg 0.93% | $583M | 01-10-2007 | |
| QuayStreet High Growth Fund | Growth | undefined% | N/A cat avg 7.21% | 0.63% cat avg 1.05% | $839M | 19-04-2024 | |
| AMP Moderate Balanced Fund | Balanced | undefined% | 4.48% cat avg 5.12% | 0.84% cat avg 0.93% | $987M | 01-10-2007 | |
| Cash Fund | Defensive | undefined% | 2.32% cat avg 1.53% | 0.22% cat avg 0.58% | $1B | 12-08-2008 | |
| Milford Conservative Fund | Conservative | undefined% | N/A cat avg 2.74% | 1.33% cat avg 0.81% | $19M | 23-02-2022 | |
| Milford KiwiSaver Cash Fund | Defensive | undefined% | 2.63% cat avg 1.53% | 0.2% cat avg 0.58% | $192M | 27-03-2020 |
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Important Information
Disclaimer: This page provides general information only and does not constitute financial advice under the Financial Markets Conduct Act 2013. FundCompare.co.nz is not a licensed Financial Advice Provider (FAP).
We do not assess suitability, make recommendations, or provide personalised advice. The information shown is sourced from publicly available data and may not reflect current offerings. Past performance is not a reliable indicator of future returns. Investment returns can be negative, and you may receive back less than you invested.
Before making any decisions: Always verify current information directly with the relevant KiwiSaver provider and read their Product Disclosure Statement (PDS).
Need personalised advice? Consult a licensed Financial Advice Provider. Find advisers at fma.govt.nz
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
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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.
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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