A KiwiSaver scheme
that lets its numbers
do the talking

Not everyone's heard of SBS Wealth, but we reckon our performance more than makes up for it.

percentage return roundels to end May 2024 live copy 1 year

Return for 1 year to 31 May 24*

percentage return roundels to end May 2024 live copy 7 year

Return p.a. for 7 years to 31 May 24*

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* Lifestages KiwiSaver High Growth Fund

In step with your age and stage

We will automatically adjust your investments to ensure they are the right mix, based on where you are in life right now.

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Advice when you need it

As a member you have access to our team of Financial Advisers who can help keep you on track to reach your goals.

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Responsible and sustainable

When you invest with us you can sleep easy knowing we have screened harmful industries and the worst carbon emitters from your KiwiSaver investment. 

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OK lets try something different

Sometimes 'retirement' can feel a bit distant when you've got a hundred other things to sort today. But taking 5 minutes now can make sure you're on track and yield big results in the future.

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Important Information: These figures only relate to KiwiSaver and do not take into account any other retirement savings or income you may have or be entitled to. This calculator is intended as a guide only and assumptions have been made. You can access the full calculator with links to the assumptions here. The assumptions are set by the Government and are important because they affect the result of the calculation. Find out more on the Financial Markets Authority website at: www.fma.govt.nz/ investors/resources/kiwisaver-projections/. Returns are not the returns individual KiwiSaver members would have received as this will depend on the prices at which units are purchased on the date that contributions were received for each KiwiSaver member. Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed. Normally you can withdraw your KiwiSaver retirement savings when you reach New Zealand Superannuation age (currently 65 years).

The numbers

Check out our latest KiwiSaver Scheme performance below.

Important Information: Fund performance figures have been annualised where the performance is more than one year. Performance is after fees and before tax and membership fees (if applicable).

The returns are not the returns individual KiwiSaver Members would have received as this will depend on the prices at which units are purchased on the date that contributions were received for each KiwiSaver member. 

Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

We can change the age ranges and the Fund exposures for the Lifestages Auto options at any time. The latest change was on 1 December 2022, please contact us if you have any questions.

Disclaimer: While all care has been taken in the display of these fund performance figures, neither Funds Administration New Zealand Limited nor any other person accepts responsibility for any errors.

We’re backed by SBS Bank

SBS Wealth is part of the SBS Bank group. In one form or another, SBS has been helping New Zealanders gain financial independence since 1869.

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