All Investment Funds

These are all the Investment funds registered in New Zealand.

Name Past Returns
Average annual returns over the past 3 years, after fees and taxes.
Annual fees, including management and administration fees, but not membership fee. Please note that lower fees don't always mean higher net returns.

The data has been drawn from their regulatory filings (fees, past returns) and Mindful Money analysis of data on their website (Avoids Concerns, Higher Standards).

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Past Returns: Where there are one or two years of returns data, but less than three years, we use market average data for the relevant risk category for the missing years to create a comparable three year average for the purposes of ordering by returns.