Fund manager
SBS WEALTH LIMITED
SBS WEALTH LIMITED manages 7 KiwiSaver scheme funds across 1 scheme, with combined assets of $730M.
Identifiers
- Manager type
- NZ Limited Company
- FSPR registration
- FSP FSP3961 · verify on FSPR ↗
- NZBN
- 9429036803323 · verify on NZBN ↗
- Average annual fee across managed funds
- 1.05%
SBS — 7 funds
| Fund | Type | Annual fee | 5y avg return | Fund size |
|---|---|---|---|---|
| Lifestages Auto Option Age 55 - 59 | Balanced | 1.05% | 5.53% | $33M |
| Lifestages Auto Option Age 0 - 49 | Aggressive | 1.17% | 9.20% | $136M |
| SBS Wealth High Growth Fund | Aggressive | 1.17% | 9.39% | $477M |
| SBS Wealth Income Fund | Defensive | 0.87% | -0.04% | $7M |
| Lifestages Auto Option Age 65+ | Conservative | 0.96% | 2.52% | $11M |
| Lifestages Auto Option Age 50 - 54 | Growth | 1.11% | 7.38% | $38M |
| Lifestages Auto Option Age 60 - 64 | Balanced | 0.99% | 3.67% | $28M |
Manager identity and FSP registration sourced from the most recent FMA-filed Quarterly Fund Update for each fund. Supervisor, custodian, and auditor relationships are typically disclosed in each scheme's Product Disclosure Statement and Statement of Investment Policy and Objectives.
Compare every KiwiSaver scheme fund on the FMA Disclose register. Quarterly refresh from Sorted Smart Investor. Independent — not a Financial Advice Provider, general information only.
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