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In our view, the NZ Funds LifeCycle glidepath is well designed and one of the best in the New Zealand market.
MyFiduciary. Review of NZ Funds LifeCycle Product. August 2019_
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Note that NZ Funds LifeCycle has higher allocation to growth assets and, accordingly, a different risk profile from default funds. Further information on Risk Profiles can be found here. View assumptions.
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What do you get when you join?
We're experts at downside mitigation
We use an active investment management approach that seeks to mitigate the downside in a falling market and capture the upside in a rising market.
COVID-19 Sell-Off 1 January 2020 to 23 March 2020 - Market low point -
*For the latest information see the Fund Updates under Documents & Forms.
Our fees are fair, and transparent
We’re not a charity, we’re a firm of experts. We believe you get what you pay for and that New Zealanders will be better off over time working with investment professionals.
We manage funds responsibly
We take our social responsibility seriously*. We work with ISS ESG to screen investments worldwide. We’re also members of the Responsible Investment Association of Australasia and a signatory of Principles for Responsible Investment.
* For more information on NZ Funds' responsible investment policy, click here.
We work with world class managers
Who collectively manage $620 billion. Our KiwiSaver scheme invests with world class global managers so that members get professionally managed local and international investments.
List of investment managers at 24 November 2020. 1. Emerson Point at 30 September 2020. 2. Fisher Investments at 30 September 2020. 3. MFS at 31 October 2020. 4. Suvretta Capital Management at 30 September 2020. 5. Universa Investments at 31 December 2019.
Our technology is market leading
Our members have access to market leading technology to check, calculate or change their investment, so they remain closely connected with their KiwiSaver account.
Illustrative only.
We're local and international
Our globally diversified approach ensures that members are invested both locally and internationally, so that their savings are not dependent on any one economy.
Information at 23 November 2020. As NZ Funds is an active manager, country allocations will change over time so those shown should be regarded as indicative only. For the latest information see the Portfolio Insights under Documents & Forms.
We're KiwiSaver experts
Managing New Zealanders’ money is all we do. And we’re good at it. Here are some of the organisations we’ve run workplace programmes for.
* NZ Funds' ‘Wealth at Work’ programme provides general information about KiwiSaver, retirement savings and wealth management. The organisations named do not endorse the NZ Funds KiwiSaver Scheme.
We're 100% New Zealand owned
And we plan to stay that way. We’ve been managing New Zealanders' savings for over 30 years.
Invest with confidence
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