Portfolios

Aggressive Strategy

2Y Returns
10.96%
3Y Returns
5.49%
Fees
0.63%

Portfolio Overview

Our aggressive strategy is designed for those seeking higher potential returns over the long term and can withstand higher volatility (technical speak for falls in the value of their KiwiSaver). It primarily invests in shares, with a very small allocation to fixed interest, all aimed at achieving long-term growth. Investors should be prepared for periods of significant volatility, which are typical with such high-growth investments.

Aggressive Strategy Fund Holding

FEE2 0.63%
Provides investors exposure to the New Zealand share market
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FEE2 0.63%
Provides exposure to the US stock market

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FEE2 0.63%
Provide investors exposure to emerging markets including Eastern Europe, the Middle East, South America, Africa and Asia including China
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FEE2 0.63%
Provide investors exposure to share markets excluding the US, including those of Europe, Australasia, Singapore, Hong Kong, Japan, and Israel
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FEE2 0.63%
Fixed Interest Fund Provide investors exposure to the New Zealand corporate and government bond markets.
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Portfolio Equivalent Unit Price

Returns

Fund returns as at Apr 30, 2024
8.05%
since inception
18.08%
6 months
18.38%
1 year
10.96%
2 years

Risk Level: 5/7

Lower Risk
1 2 3 4 5 6 7
Higher Risk

Other Portfolios

Growth Strategy

2 Year Returns1
9.7%
3 Year Returns1
4.53%
Fees2
0.63%
Growth Strategy Funds

Balanced Strategy

2 Year Returns1
7.99%
3 Year Returns1
3.24%
Fees2
0.63%
Balanced Strategy Funds
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.