Every month we publish rolling 12 months investment returns for our funds – to provide you with the latest information at your fingertips
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 |