; Our top rated funds Learn which of our funds have a top Morningstar Rating™ — an assessment of a fund’s past performance — based on both return and risk. The 5 year returns shown are the average for each fund type per annum (p.a.) The 5 year average returns are used for illustrative purposes only and during this time period there has been a … A Product Disclosure Statement for the ASB KiwiSaver Scheme has been lodged with the Registrar of Financial Service Providers.
This statement provides key information about the ANZ KiwiSaver Scheme Balanced Fund. Quarterly Disclosure Statement for the twelve months ended 31 March 2015 ANZ KiwiSaver Scheme Balanced Fund What is the purpose of this statement?
Why Aon KiwiSaver Scheme Aon KiwiSaver Scheme offers the choice of thirteen funds and the flexibility to change your underlying investment manager without changing KiwiSaver schemes.
Copies of the Mercer KiwiSaver scheme and Mercer FlexiSaver product disclosure statements can be accessed below, by clicking on the relevant link. The ASB Positive Impact Fund (PIF), which officially launched in July, invests in international equities and global fixed income through vehicles managed by … The Focused Growth Trust is based on its market leading KiwiSaver Focused Growth Fund which is the #1 fund in the Morningstar Aggressive Multi-sector category for both one year and five year returns to 31 August 2019.
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Generate has launched its first non-KiwiSaver managed fund.
... Before making any investment decision, you should refer to the product disclosure statement or consult an appropriately authorised adviser. ASB mentioned a recent survey it conducted, which found 60% of those surveyed felt they needed to save more for retirement, with the majority of people saying they planned to use their KiwiSaver in retirement to cover daily expenses. to adjust for inflation Defensive 2.37% (0.37%), Conservative 4.73% (2.73%), Balanced 6.47% (4.74%) and Growth 8.46% (6.46%) p.a. View more in the blog. Read more: Minister sets out new disclosure requirements for advisers. Whether you are saving for your retirement or your first home deposit, every dollar in your KiwiSaver account matters. from sorted.org.nz Fundfinder 01/07/14 to 30/06/19 less 2% p.a. The Summer KiwiSaver Scheme is managed by Forsyth Barr Investment Management Ltd. You can obtain the Scheme’s product disclosure statement and further information about the Scheme on this website, from one of our offices, or by calling us on 0800 11 55 66.
Product disclosure statements for the Mercer KiwiSaver scheme, Mercer FlexiSaver and Mercer Super Trust have been lodged. It tells you how the fund has performed and what fees it charged, and will help you to compare it with other funds. ASB has entered the impact investing game with a new fund available via its KiwiSaver and retail product suite. Transform your KiwiSaver account.
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