Every month we publish rolling 12 months investment returns for our funds – to provide you with the latest information at your fingertips.
Investment Returns
In the tables below we have shown rolling 12 month returns. The returns arise from a single payment made at the start of the year, before investment fees, tax and expenses.
It should be reminded that any past performance is no guarantee of future performance.
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) |
|---|---|---|---|---|
| 31/01/2025 | 15.79 | 10.95 | 9.03 | 5.80 |
| 28/02/2025 | 14.07 | 9.96 | 8.56 | 5.97 |
|
Automatic Fund Period |
Age 20 | Age 30 | Age 40 | Age 50 | Age 60 | Age 70 | Age 80 |
|---|---|---|---|---|---|---|---|
| 31/01/2025 | 17.06 | 14.67 | 12.29 | 10.24 | 8.20 | 6.86 | 5.52 |
| 28/02/2025 | 15.14 | 13.13 | 11.12 | 9.42 | 7.73 | 6.65 | 5.57 |