Specialty Growth Funds

Specialty Growth Funds

These funds have the potential for high returns but can also be very high risk. Given the very high risk profile, a Specialty Fund is typically given a small allocation in a broader portfolio. You will be limited to investing a maximum of 10% of your investment in each Specialty Fund.

Specialty Growth Funds
Property Fund
1 year returns1,4
5.53%
Fees2
1.1%
Risk
5/7

Property Fund provides investors with exposure to the New Zealand property market.

Specialty Growth Funds
Clean Energy Fund
1 year returns1,4
-9.86%
Fees2
1.1%
Risk
7/7

Provides investors exposure to companies exposed to the transition to clean energy.

Specialty Growth Funds
Carbon Neutral Cryptocurrency Fund
1 year returns1,4
148.25%
Fees2
1.1%
Risk
7/7

The fund provides investors exposure to Bitcoin. This is a high risk fund that only invests in Bitcoin, therefore it does not have the diversification benefits that other traditional KiwiSaver funds might have. This fund is only appropriate for investors that are willing to take on the extra risk and hold the investments for the longer term.

1. Fund returns as at Dec 31, 2023 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.