Funds

This is a Mindful fund Mercer KiwiSaver Sustainable High Growth Fund

Total Ethical Concerns: 10.30%

The average total concerns of all KiwiSaver aggressive funds is 10.67%.

Companies of Concern

  • Animal Cruelty 2.61%

    • Air Liquide
      0.59%
      0.59%
    • Ecolab, Inc.
      0.54%
      0.54%
    • 0.25%
    • Unilever PLC
      0.16%
      0.16%
    • Symrise AG
      0.11%
      0.11%
    • Koninklijke Ahold Delhaize Nv
      0.09%
      0.09%
    • Hermès International Sca
      0.07%
      0.07%
    • Nomad Foods Ltd
      0.07%
      0.07%
    • Church & Dwight Co., Inc.
      0.06%
      0.06%
    • Colgate-Palmolive Co.
      0.06%
      0.06%
    • The Sherwin-Williams Co.
      0.06%
      0.06%
    • 3M
      0.05%
      0.05%
    • Kimberly-Clark Corp.
      0.05%
      0.05%
    • L'Oréal SA
      0.05%
      0.05%
    • Dupont De Nemours
      0.04%
      0.04%
    • Henkel AG & Co. Kgaa
      0.03%
      0.03%
    • Idemitsu Kosan Co., Ltd.
      0.02%
      0.02%
    • Rpm International, Inc.
      0.02%
      0.02%
    • Shin-Etsu Chemical Co., Ltd.
      0.02%
      0.02%
    • Orbia Advance Corp. Sab De Cv
      0.01%
      0.01%
  • Human Rights Violations 2.31%

    • 0.88%
    • 0.24%
    • Nestlé
      0.15%
      0.15%
    • Wells Fargo
      0.14%
      0.14%
    • 0.11%
    • Caterpillar
      0.10%
      0.10%
    • UBS
      0.07%
      0.07%
    • Holcim
      0.03%
      0.03%
    • Rio Tinto
      0.02%
      0.02%
    • Alstom S.A
      0.01%
      0.01%
    • General Motors
      0.01%
      0.01%
  • Social Harm 0.03%

  • Fossil Fuels 4.67%

    • Contact Energy Ltd.
      1.37%
      1.5°C
      This company is on a 1.5°C pathway
      1.37%
    • Nextera Energy, Inc.
      0.31%
      0.31%
    • National Grid PLC
      0.24%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.24%
    • Channel Infrastructure
      0.20%
      0.20%
    • American Electric Power Co., Inc.
      0.17%
      0.17%
    • Consolidated Edison, Inc.
      0.14%
      0.14%
    • Duke Energy Corp
      0.12%
      0.12%
    • Xcel Energy, Inc.
      0.12%
      0.12%
    • Dominion Energy, Inc.
      0.10%
      0.10%
    • Pg&E Corp
      0.10%
      0.10%
    • Edp-Energias De Portugal SA
      0.09%
      1.5°C
      This company is on a 1.5°C pathway
      0.09%
    • Cheniere Energy, Inc.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Pembina Pipeline Corp.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • The Williams Cos., Inc.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • The Southern Co.
      0.07%
      0.07%
    • Atmos Energy Corp.
      0.06%
      0.06%
    • Keyera Corp.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Pinnacle West Capital Corp.
      0.06%
      0.06%
    • Eneos Holdings, Inc.
      0.05%
      0.05%
    • Portland General Electric Co.
      0.05%
      0.05%
    • Rwe AG
      0.05%
      0.05%
    • Snam Spa
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Constellation Energy Corp.
      0.04%
      0.04%
    • Enbridge, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Endesa SA
      0.04%
      1.5°C
      This company is on a 1.5°C pathway
      0.04%
    • Fairfax Financial Holdings Ltd.
      0.04%
      0.04%
    • Hd Hyundai Co., Ltd.
      0.04%
      0.04%
    • Kinder Morgan, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Oneok, Inc.
      0.04%
      0.04%
    • Targa Resources Corp.
      0.04%
      0.04%
    • E.On Se
      0.03%
      0.03%
    • Enel
      0.03%
      1.5°C
      This company is on a 1.5°C pathway
      0.03%
    • 0.03%
    • Hess Midstream Lp
      0.03%
      0.03%
    • Marathon Petroleum Corp.
      0.03%
      0.03%
    • Nisource, Inc.
      0.03%
      0.03%
    • Phillips 66
      0.03%
      0.03%
    • Tc Energy Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Vistra Energy
      0.03%
      0.03%
    • BHP
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Engie SA
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Idemitsu Kosan Co., Ltd.
      0.02%
      0.02%
    • Korea Electric Power Corporation (Kepco)
      0.02%
      0.02%
    • Nrg Energy, Inc.
      0.02%
      0.02%
    • Rio Tinto
      0.02%
      0.02%
    • Royal Vopak Nv
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Sempra Energy
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Valero Energy Corp.
      0.02%
      0.02%
    • Itochu Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Mitsubishi Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Nippon Yusen Kk
      0.01%
      0.01%
  • Weapons 0.32%

    • Amphenol Corp.
      0.16%
      0.16%
    • Howmet Aerospace, Inc.
      0.13%
      0.13%
  • Environmental Harm 0.94%

    • Coca-Cola
      0.19%
      0.19%
    • Unilever PLC
      0.16%
      0.16%
    • Duke Energy Corp
      0.12%
      0.12%
    • PepsiCo
      0.12%
      0.12%
    • Pg&E Corp
      0.10%
      0.10%
    • 3M
      0.05%
      0.05%
    • Mondelez
      0.04%
      0.04%
    • BHP
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Danone
      0.02%
      0.02%
    • Fonterra
      0.02%
      0.02%
    • 0.01%
    • 0.01%
    • Mitsubishi Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%

From the Fund Provider

  • About this fund

    About this Fund

    Invests almost entirely in growth assets such as shares and real assets, with only a small amount invested in defensive assets such as fixed interest and cash. May be suitable for investors wanting to invest predominantly in growth assets, who want higher long-term returns and are comfortable with high volatility in returns. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia.

    Mercer is one of the world’s leading firms for superannuation, investments and workforce consulting, with over 25,000 colleagues worldwide helping build brighter futures for our customers and clients. Mercer has been helping Kiwis save for their best possible retirement for over 60 years. Our team of investment experts search the globe to find some of the best and most diverse investments to help maximise KiwiSaver returns and we invest responsibly.

    Value $390M NZD
    Period of data report 31st March 2025
    Members 8,457
    Fund started 1st Oct. 2007
    Total annual fund fees 0.9%
    Total performance based fees 0.0%
    Manager's basic fee 0.82%
    Other management and administration charges 0.08%
    Total other charges 0.0
    Total other charges currency NZD

    Ross Butler

    Currently: Chair - Mercer (N.Z.) Ltd (1 years, 11 months)
    Previously: Director Investments (Australia) Limited (current) (10 years, 4 months)

    Martin Lewington

    Currently: CEO - Mercer (N.Z.) Ltd (16 years, 1 months)
    Previously: Head of Investments - Mercer (N.Z.) Ltd (3 years, 8 months)

    Kylie Willment

    Currently: Chief Investment Officer, Pacific, Mercer Australia (Pty) Ltd (7 years, 5 months)
    Previously: Senior Manager, Investment & Client Strategy - TCorp (NSW Treasury Corporation) (17 years, 0 months)

    Padraig Brown

    Currently: Chief Investment Officer - New Zealand, Mercer (N.Z.) Ltd (2 years, 10 months)
    Previously: Head of Real Estate Investment Management, Mercer Australia (Pty) Ltd (11 years, 2 months)

    Robert Kavanagh

    Currently: Head of Portfolio Management NZ - Mercer (N.Z.) Ltd (11 years, 0 months)
    Previously: Vice President - Account Management PIMCO Australia Pty Limited (7 years, 0 months)

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

  • Past Returns

    Past Returns

    Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

    Year Market Average Fund Annual Return
    2025 4.37% 4.2%
    2024 16.75% 14.68%
    2023 -4.84% -3.46%
    2022 3.55% 4.83%
    2021 33.87% 30.77%
    2020 -6.10% -6.22%
    2019 10.35% 6.36%
    2018 6.95% 9.55%
    2017 10.40% 11.11%
    2016 4.51% 3.91%

    The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

  • Investments

    Top 10 Investments

    • Fisher & Paykel Healthcare Corporation Limited

      New Zealand Australasian Equities

      3.12%
    • Apple Inc.

      United States International Equities

      2.74%
    • Nvidia Corporation

      United States International Equities

      2.63%
    • Microsoft Corporation

      United States International Equities

      2.39%
    • Auckland International Airport Limited

      New Zealand Australasian Equities

      2.02%
    • First Sentier Global Listed Infrastructure Fund

      New Zealand Other

      1.98%
    • Infratil Limited

      New Zealand Australasian Equities

      1.88%
    • Contact Energy Limited

      New Zealand Australasian Equities

      1.37%
    • Amazon.Com Inc

      United States International Equities

      1.25%
    • Meridian Energy Limited

      New Zealand Australasian Equities

      1.13%
    Type Target Actual
    Cash and Cash Equivalents 0.5% 2.66%
    New Zealand Fixed Interest 1.0% 1.57%
    International Fixed Interest 3.5% 3.7%
    Australasian Equities 21.0% 20.38%
    International Equities 65.0% 61.34%
    Listed Properties 0.0% 0.46%
    Unlisted Properties 3.0% 3.24%
    Other 6.0% 6.65%
    Commodities 0.0% 0.0%

    Investment Mix

    How the money in this fund is invested by asset type.

    This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

This data is compiled by Mindful Money from the fund information and portfolios that each KiwiSaver fund has filed with the Disclose register to 31st March 2025 and Mindful Money analysis of funds within those portfolios. The list of companies of concern has been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern.

The listing of companies of concern is based on definitions used in Mindful Money's methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Mindful Money uses the term Mindful Funds as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.

Issues of Concern

  • 2.61% Animal Cruelty
  • 2.31% Human Rights Violations
  • 0.03% Social Harm
  • 4.67% Fossil Fuels
  • 0.32% Weapons
  • 0.94% Environmental Harm

Companies of Concern

  • Animal Cruelty

    • Air Liquide
      0.59%
      0.59%
    • Ecolab, Inc.
      0.54%
      0.54%
    • 0.25%
    • Unilever PLC
      0.16%
      0.16%
    • Symrise AG
      0.11%
      0.11%
    • Koninklijke Ahold Delhaize Nv
      0.09%
      0.09%
    • Hermès International Sca
      0.07%
      0.07%
    • Nomad Foods Ltd
      0.07%
      0.07%
    • Church & Dwight Co., Inc.
      0.06%
      0.06%
    • Colgate-Palmolive Co.
      0.06%
      0.06%
    • The Sherwin-Williams Co.
      0.06%
      0.06%
    • 3M
      0.05%
      0.05%
    • Kimberly-Clark Corp.
      0.05%
      0.05%
    • L'Oréal SA
      0.05%
      0.05%
    • Dupont De Nemours
      0.04%
      0.04%
    • Henkel AG & Co. Kgaa
      0.03%
      0.03%
    • Idemitsu Kosan Co., Ltd.
      0.02%
      0.02%
    • Rpm International, Inc.
      0.02%
      0.02%
    • Shin-Etsu Chemical Co., Ltd.
      0.02%
      0.02%
    • Orbia Advance Corp. Sab De Cv
      0.01%
      0.01%
  • Human Rights Violations

    • 0.88%
    • 0.24%
    • Nestlé
      0.15%
      0.15%
    • Wells Fargo
      0.14%
      0.14%
    • 0.11%
    • Caterpillar
      0.10%
      0.10%
    • UBS
      0.07%
      0.07%
    • Holcim
      0.03%
      0.03%
    • Rio Tinto
      0.02%
      0.02%
    • Alstom S.A
      0.01%
      0.01%
    • General Motors
      0.01%
      0.01%
  • Fossil Fuels

    • Contact Energy Ltd.
      1.37%
      1.5°C
      This company is on a 1.5°C pathway
      1.37%
    • Nextera Energy, Inc.
      0.31%
      0.31%
    • National Grid PLC
      0.24%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.24%
    • Channel Infrastructure
      0.20%
      0.20%
    • American Electric Power Co., Inc.
      0.17%
      0.17%
    • Consolidated Edison, Inc.
      0.14%
      0.14%
    • Duke Energy Corp
      0.12%
      0.12%
    • Xcel Energy, Inc.
      0.12%
      0.12%
    • Dominion Energy, Inc.
      0.10%
      0.10%
    • Pg&E Corp
      0.10%
      0.10%
    • Edp-Energias De Portugal SA
      0.09%
      1.5°C
      This company is on a 1.5°C pathway
      0.09%
    • Cheniere Energy, Inc.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • Pembina Pipeline Corp.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • The Williams Cos., Inc.
      0.08%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.08%
    • The Southern Co.
      0.07%
      0.07%
    • Atmos Energy Corp.
      0.06%
      0.06%
    • Keyera Corp.
      0.06%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.06%
    • Pinnacle West Capital Corp.
      0.06%
      0.06%
    • Eneos Holdings, Inc.
      0.05%
      0.05%
    • Portland General Electric Co.
      0.05%
      0.05%
    • Rwe AG
      0.05%
      0.05%
    • Snam Spa
      0.05%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.05%
    • Constellation Energy Corp.
      0.04%
      0.04%
    • Enbridge, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Endesa SA
      0.04%
      1.5°C
      This company is on a 1.5°C pathway
      0.04%
    • Fairfax Financial Holdings Ltd.
      0.04%
      0.04%
    • Hd Hyundai Co., Ltd.
      0.04%
      0.04%
    • Kinder Morgan, Inc.
      0.04%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.04%
    • Oneok, Inc.
      0.04%
      0.04%
    • Targa Resources Corp.
      0.04%
      0.04%
    • E.On Se
      0.03%
      0.03%
    • Enel
      0.03%
      1.5°C
      This company is on a 1.5°C pathway
      0.03%
    • 0.03%
    • Hess Midstream Lp
      0.03%
      0.03%
    • Marathon Petroleum Corp.
      0.03%
      0.03%
    • Nisource, Inc.
      0.03%
      0.03%
    • Phillips 66
      0.03%
      0.03%
    • Tc Energy Corp.
      0.03%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.03%
    • Vistra Energy
      0.03%
      0.03%
    • BHP
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Engie SA
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Idemitsu Kosan Co., Ltd.
      0.02%
      0.02%
    • Korea Electric Power Corporation (Kepco)
      0.02%
      0.02%
    • Nrg Energy, Inc.
      0.02%
      0.02%
    • Rio Tinto
      0.02%
      0.02%
    • Royal Vopak Nv
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Sempra Energy
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Valero Energy Corp.
      0.02%
      0.02%
    • Itochu Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Mitsubishi Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%
    • Nippon Yusen Kk
      0.01%
      0.01%
  • Weapons

    • Amphenol Corp.
      0.16%
      0.16%
    • Howmet Aerospace, Inc.
      0.13%
      0.13%
  • Environmental Harm

    • Coca-Cola
      0.19%
      0.19%
    • Unilever PLC
      0.16%
      0.16%
    • Duke Energy Corp
      0.12%
      0.12%
    • PepsiCo
      0.12%
      0.12%
    • Pg&E Corp
      0.10%
      0.10%
    • 3M
      0.05%
      0.05%
    • Mondelez
      0.04%
      0.04%
    • BHP
      0.02%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.02%
    • Danone
      0.02%
      0.02%
    • Fonterra
      0.02%
      0.02%
    • 0.01%
    • 0.01%
    • Mitsubishi Corp.
      0.01%
      !!
      This company is expanding their fossil fuel production and
      is off track with the UN target to limit global temperature
      rise to 1.5°C
      0.01%

About this Fund

Invests almost entirely in growth assets such as shares and real assets, with only a small amount invested in defensive assets such as fixed interest and cash. May be suitable for investors wanting to invest predominantly in growth assets, who want higher long-term returns and are comfortable with high volatility in returns. This fund is managed with reference to environmental, social and governance (ESG) factors and is certified by the Responsible Investment Association of Australasia.

Mercer is one of the world’s leading firms for superannuation, investments and workforce consulting, with over 25,000 colleagues worldwide helping build brighter futures for our customers and clients. Mercer has been helping Kiwis save for their best possible retirement for over 60 years. Our team of investment experts search the globe to find some of the best and most diverse investments to help maximise KiwiSaver returns and we invest responsibly.

Value $390M NZD
Period of data report 31st March 2025
Members 8,457
Fund started 1st Oct. 2007
Total annual fund fees 0.9%
Total performance based fees 0.0%
Manager's basic fee 0.82%
Other management and administration charges 0.08%
Total other charges 0.0
Total other charges currency NZD

Ross Butler

Currently: Chair - Mercer (N.Z.) Ltd (1 years, 11 months)
Previously: Director Investments (Australia) Limited (current) (10 years, 4 months)

Martin Lewington

Currently: CEO - Mercer (N.Z.) Ltd (16 years, 1 months)
Previously: Head of Investments - Mercer (N.Z.) Ltd (3 years, 8 months)

Kylie Willment

Currently: Chief Investment Officer, Pacific, Mercer Australia (Pty) Ltd (7 years, 5 months)
Previously: Senior Manager, Investment & Client Strategy - TCorp (NSW Treasury Corporation) (17 years, 0 months)

Padraig Brown

Currently: Chief Investment Officer - New Zealand, Mercer (N.Z.) Ltd (2 years, 10 months)
Previously: Head of Real Estate Investment Management, Mercer Australia (Pty) Ltd (11 years, 2 months)

Robert Kavanagh

Currently: Head of Portfolio Management NZ - Mercer (N.Z.) Ltd (11 years, 0 months)
Previously: Vice President - Account Management PIMCO Australia Pty Limited (7 years, 0 months)

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

Past Returns

Past annual returns for this fund are after fees and taxes. Please note that higher past returns do not always mean higher future returns.

Year Market Average Fund Annual Return
2025 4.37% 4.2%
2024 16.75% 14.68%
2023 -4.84% -3.46%
2022 3.55% 4.83%
2021 33.87% 30.77%
2020 -6.10% -6.22%
2019 10.35% 6.36%
2018 6.95% 9.55%
2017 10.40% 11.11%
2016 4.51% 3.91%

The market average is the average return for funds of the same risk category, sourced from the Commission for Financial Capability's Sorted website. The fund information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.

Top 10 Investments

  • Fisher & Paykel Healthcare Corporation Limited

    New Zealand Australasian Equities

    3.12%
  • Apple Inc.

    United States International Equities

    2.74%
  • Nvidia Corporation

    United States International Equities

    2.63%
  • Microsoft Corporation

    United States International Equities

    2.39%
  • Auckland International Airport Limited

    New Zealand Australasian Equities

    2.02%
  • First Sentier Global Listed Infrastructure Fund

    New Zealand Other

    1.98%
  • Infratil Limited

    New Zealand Australasian Equities

    1.88%
  • Contact Energy Limited

    New Zealand Australasian Equities

    1.37%
  • Amazon.Com Inc

    United States International Equities

    1.25%
  • Meridian Energy Limited

    New Zealand Australasian Equities

    1.13%
Type Target Actual
Cash and Cash Equivalents 0.5% 2.66%
New Zealand Fixed Interest 1.0% 1.57%
International Fixed Interest 3.5% 3.7%
Australasian Equities 21.0% 20.38%
International Equities 65.0% 61.34%
Listed Properties 0.0% 0.46%
Unlisted Properties 3.0% 3.24%
Other 6.0% 6.65%
Commodities 0.0% 0.0%

Investment Mix

How the money in this fund is invested by asset type.

This information has been sourced from the quarterly data that each KiwiSaver fund has filed with Disclose register to 31st March 2025.