Investment Returns

The returns relate to our SuperEasy Kiwisaver Scheme, and our Local Government Employer Superannuation Scheme.

Period Aggressive Fund Return (%pa) Growth Fund Return (%pa) Balanced Fund Return (%pa) Conservative Fund Return (%pa)
31/12/2023 15.09 11.73 10.52 7.45
30/11/2023 7.78 5.14 4.81 3.75
31/10/2023 2.64 1.05 1.40 1.63
30/09/2023 9.11 6.22 5.43 3.33
31/08/2023 8.15 4.46 3.60 2.33
31/07/2023 8.4 4.67 3.21 1.44
30/06/2023 11.28 7.40 5.69 3.21
31/05/2023 3.89 1.24 0.84 1.18
30/04/2023 0.38 -0.74 -1.42 0.58
31/03/2023 -1.40 -3.45 -2.87 -1.37
28/02/2023 -2.80 -4.90 -4.90 -3.44
31/01/2023 -6.28 -7.07 -6.29 -3.82
Automatic
Fund Period 		Age 20 Age 30 Age 40 Age 50 Age 60 Age 70 Age 80
31/12/2023 15.99 14.26 12.53 11.13 9.74 8.50 7.26
30/11/2023 8.50 7.17 5.85 4.77 3.70 3.50 3.31
31/10/2023 3.10 2.30 1.49 0.85 0.21 0.68 1.16
30/09/2023 9.73 8.35 6.97 5.66 4.35 3.71 3.06
31/08/2023 9.20 7.35 5.51 4.00 2.48 2.17 1.86
31/07/2023 9.41 7.58 5.75 4.09 2.43 1.85 1.27
30/06/2023 12.28 10.39 8.51 6.81 5.11 4.09 3.07
31/05/2023 4.69 3.40 2.12 1.12 0.12 0.39 0.67
30/04/2023 0.81 0.02 -0.78 -1.36 -1.95 -1.13 -0.31
31/03/2023 -0.89 -1.81 -2.72 -3.45 -4.18 -3.20 -2.23
28/02/2023 -2.22 -3.17 -4.13 -5.00 -5.86 -4.91 -3.95
31/01/2023 -6.21 -6.42 -6.62 -6.94 -7.26 -5.86 -4.47