NZ Funds KiwiSaver Scheme
Join the scheme the experts use. Our researched approach to wealth management increases the probability you achieve your retirement goals,
so you can invest with confidence.
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NZ Funds’ clients _ South Canterbury
Report on NZ Funds KiwiSaver Scheme.
David Chaplin, May 2018.
Built for better returns.
NZ Funds KiwiSaver Scheme returns were ranked top quartile for the last six years, and top four for three of those years.* Our LifeCycle technology matches your asset allocation to your age to increase the probability you achieve your retirement goals.
* David Chaplin, research commissioned 2018. Returns are annualised, after fees and tax, and not risk adjusted. Six year returns are averaged. Rankings: 2017 (4th), 2015 (1st) and 2012 (2nd).
Investment team meeting _ Auckland
Best of both worlds.
Our globally diversified approach ensures you are invested both locally and internationally so your retirement savings are not dependent on any one economy.
Investment team meeting _ Auckland
Investment team meeting _ Auckland
Best of both worlds.
Our globally diversified approach ensures you are invested both locally and internationally so your retirement savings are not dependent on any one economy.
Aaron Cowen, founder _ Suvretta _ N.Y.
World class managers.
By working with world class global managers we ensure your retirement savings are not dependent on a single local manager and are invested with some of the largest and smartest investment organisations globally.
James Chanos and Charles Hobbs _ Kynikos Associates _ N.Y.
Managers meeting _ N.Y.
Barry B. Banister, Equity Strategist _ Stifel Nicolaus _ N.Y.
Tom McNamara, Managing Director _ Impala Asset Management _ N.Y.
Managers meeting _ N.Y.
Impala
New Canaan CT, USA.
US$2.2billion
Kynikos Associates
New York City NY, USA.
US$3.3billion
LSV Asset Management
Chicago IL, USA.
US$97billion
Suvretta
New York NY, USA.
US$2.6billion
Universa
Miami FL, USA.
US$1.9billion
H2O
London, United Kingdom.
US$12.4billion
International Standard Asset Management
London, United Kingdom.
US$2.5billion
NZ Funds
Auckland, New Zealand.
NZ$1billion
World class managers.
By working with world class global managers we ensure your retirement savings are not dependent on a single local manager and are invested with some of the largest and smartest investment organisations globally.
KiwiSaver experts.
As well as being experts in investment management, our wealth technology and workplace programmes help advisers, organisations and their employees get the most out of KiwiSaver.
Some of the many financial advisory firms
who use the NZ Funds KiwiSaver Scheme
who use the NZ Funds KiwiSaver Scheme
Whanganui _ Manawatu
Grafton _ Auckland
Albany _ Auckland
Albany _ Auckland
New Plymouth _ Taranaki
Hamilton _ Waikato
Albany _ Auckland
Whangarei _ Northland
Christchurch | Queenstown | Timaru
Palmerston North | Hawkes Bay | Wanganui | Wairarapa
Palmerston North _ Manawatu
Takapuna _ Auckland
Albany | Hastings
Petone _ Wellington
Kerikeri _ Northland
Nelson | Blenheim
Palmerston North _ Manawatu
Christchurch _ Canterbury
Hamilton _ Waikato
Albany _ Auckland
Motueka _ Tasman
Whakatane _ Bay of Plenty
Parnell _ Auckland
Rotorua _ Bay of Plenty
New Plymouth _ Taranaki
Albany | Botany | Pukekohe
Hamilton _ Waikato
Warkworth _ Auckland
Auckland | Tauranga | Wellington
World class managers.
By working with world class global managers we ensure your retirement savings are not dependent on a single local manager and are invested with some of the largest and smartest investment organisations globally.
Still not sure?
Responsible investor
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Award-winning technology
Use our myWealth software to see how saving just a little more can make all the difference in retirement.
100% New Zealand
We are 100% New Zealand owned. We work here, live here and love it here. Read our story below.
Transparent fee
We report one transparent fee that covers all local and global managers. So you can invest with confidence.
Invest with confidence.
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The above information is stated as at 30 September 2017. As NZ Funds is an active investment manager the allocation to each country or region will change over time. Accordingly, these allocations should be regarded as indicative only, and will not necessarily represent the actual allocations at any point in time other than at the date stated. For current global diversification information, please contact NZ Funds.
