Core Growth Funds

Core Growth Funds

These are four different funds that are made up of higher risk, higher return funds invested in shares and other equities. These funds are intended to provide good long term growth, but may experience periods of significant volatility. 

Core Growth Funds
NZ Equities Fund
3 years returns1,4
-1.69%
Fees2
0.63%
Risk
5/7

Provides investors exposure to the New Zealand share market

Core Growth Funds
US Equities Fund
3 years returns1,4
9.14%
Fees2
0.63%
Risk
6/7

Provides exposure to the US stock market

Core Growth Funds
Emerging Markets Fund
3 years returns1,4
0.24%
Fees2
0.63%
Risk
6/7

Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China

Core Growth Funds
Rest of the World Fund
3 years returns1,4
7.26%
Fees2
0.63%
Risk
6/7

Provide investors exposure to share markets excluding the US, including those of Europe, Australasia, Singapore, Hong Kong, Japan, and Israel

1. Fund returns as at Apr 30, 2024 and are calculated after fees and before tax, returns over 1 year are annualised.
2. Excludes $30 annual fund administration fee and 0.3% facilitator fee for clients who use the services of a facilitator.
3. Past performance is not necessarily an indicator of future performance and return periods may differ.
4. Inception date for Core Funds was 23 October 2019, Inception date for Specialty Funds was 23 May 2022.