SBS Wealth KiwiSaver Scheme
Managed by SBS Wealth Limited
SBS Wealth Limited operates the SBS Wealth KiwiSaver Scheme, which serves 26,351 members and manages $0.73 billion in assets. The scheme offers seven funds within a KiwiSaver scheme, providing a range of investment options across different risk profiles to accommodate varying member circumstances and time horizons.
The scheme charges an average annual fee of 1.05% across its funds, which include Balanced, Aggressive, Defensive, Conservative, and Growth options. This structure suits members seeking diversified fund choices aligned with their investment approach and retirement timeline. This information is general in nature and does not constitute financial advice.
Summary written 28 October 2026; its figures may predate the key facts below, which are current.
Assets
$730M
Total value
Average Return
5.38%
Five year
Average Fee 💰
1.05%
One Year
Total Investors
26.4K
Across all funds
SBS Wealth KiwiSaver Scheme: key facts
- Scheme
- SBS Wealth KiwiSaver Scheme
- Managed by
- SBS Wealth Limited (FSP 3961)
- Funds
- 7
- Members (summed across funds)
- 26,351
- Funds under management
- $730M
- Share of the KiwiSaver money we track
- 0.5%
- Annual fee range
- 0.87% to 1.17%
- Oldest fund started
- 14 October 2015
Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Members are summed across funds, so a member in two funds counts twice.
SBS Wealth KiwiSaver Scheme funds by risk profile
- Defensive: 1 fund
- Conservative: 1 fund
- Balanced: 2 funds
- Growth: 1 fund
- Aggressive: 2 funds
Highest five-year return in each fund type
| Fund type | Fund | 5-year return (a year) | Annual fee |
|---|---|---|---|
| Defensive | SBS Wealth Income Fund | -0.04% | 0.87% |
| Conservative | Lifestages Auto Option Age 65+ | 2.52% | 0.96% |
| Balanced (of 2) | Lifestages Auto Option Age 55 - 59 | 5.53% | 1.05% |
| Growth | Lifestages Auto Option Age 50 - 54 | 7.38% | 1.11% |
| Aggressive (of 2) | SBS Wealth High Growth Fund | 9.39% | 1.17% |
After fees and tax, among this provider's funds with a five-year record. Data as at 31 March 2026 for most funds (later where a newer quarterly fund update has been filed). Past performance is not a reliable indicator of future returns.
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 ↗
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
Machine-readable surfaceEvery provider page on FundCompare ships with structured JSON and a plain-markdown summary alongside the HTML — so LLMs, MCP clients, and analysts can cite the same regulator-sourced data the page renders. Source documents come from FMA Disclose, IRD, and Sorted Fund Finder.
Identifiers
- Short name
- SBS
- Funds operated
- 7
- Scheme(s)
- SBS Wealth KiwiSaver Scheme
Endpoints for SBS Wealth Limited
One-click MCP install
Opens Cursor and adds the MCP server with one confirmation
Opens VS Code MCP install dialog
Full per-client guide + ChatGPT GPT setup at /api/mcp.
Quick examples
cURL
curl -s "https://fundcompare.co.nz/api/provider/sbs/facts.json" | jq .Python
import requests
data = requests.get("https://fundcompare.co.nz/api/provider/sbs/facts.json").json()
print(data["fund_name" if "provider" == "fund" else "name"])MCP (Claude Desktop / ChatGPT)
# Claude Code (CLI):
claude mcp add --transport http fundcompare https://fundcompare.co.nz/mcp
# Cursor / Cline / Continue (settings JSON):
{ "mcpServers": { "fundcompare": { "url": "https://fundcompare.co.nz/mcp" } } }
# Claude Desktop (UI): Settings → Connectors → Add custom connector
# URL: https://fundcompare.co.nz/mcp
# Claude Desktop via JSON (uses npx mcp-remote bridge):
{ "mcpServers": { "fundcompare": {
"command": "npx", "args": ["-y", "mcp-remote", "https://fundcompare.co.nz/mcp"]
} } }
# Tools: search_funds, get_fund, get_provider, get_qfu_filing — anonymous, free.FundCompare is not a Financial Advice Provider. Data is sourced from FMA Disclose, IRD, and Sorted Fund Finder. The endpoints above are free, public, and cached for one hour. KiwiSaver® is a registered trademark of Inland Revenue.
Compare every fund on the FMA Disclose register. Refreshed quarterly. Independent — FundCompare is not a Financial Advice Provider; general information only.
Compare
Learn
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.
FundCompare.co.nz may receive referral fees or commissions from scheme providers if you sign up via links on this website. These payments do not influence the order, ranking, or inclusion of products displayed.
For more information, please see our Terms of Service, Privacy Policy, and Disclosure Statement.
This website is operated by FundCompare.co.nz and is not endorsed by, or affiliated with, the New Zealand government or Inland Revenue. FundCompare.co.nz is using the KiwiSaver trade mark and logo under licence from Inland Revenue. To view the official New Zealand government KiwiSaver website, please click here.
© 2026 FundCompare.co.nz. All rights reserved.