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How our funds are performing

Our investment funds are designed to provide a range of risk/return options for you to select from with your retirement lifestyle choices, risk appetite and personal circumstances in mind. All investment returns are after (ie net) of all fees and taxes. 1, 2

12-month rolling return

Review the past 12-months rolling return achieved by each mysuper fund.

14.64%
Growth
10.75%
Balanced
4.54%
Conservative
1.90%
Cash
Our fund performance results over 5 years

Review the mid-term returns achieved by each mysuper fund as at 31 March 2025.

Date
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How our funds perform over time

Review the returns achieved by each mysuper fund before fees and taxes over various short and mid-term positions as at 30 June 2026.

 
1 Month
3 Month
1 Year
3 Year
5 Year
1.88%
10.04%
16.95%
14.90%
9.78%
1.55%
7.80%
12.96%
12.16%
7.38%
0.98%
3.52%
6.60%
7.47%
4.34%
0.32%
0.85%
3.53%
5.10%
4.11%
How our funds perform against other major KiwiSaver products

Compare mysuper returns (%) and volatility (risk) to other KiwiSaver schemes over the past 10 years (long-term).

Monthly fund performance results over the past 12 months

Review the monthly returns (short-term) achieved by each mysuper fund at 17 July 2026.

Date
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1 Past performance is not a guarantee of future returns.

2 The Equity fund launched in 2026. Fund return data will be added progressively over time as it becomes available.