SBS Wealth New Zealand Bond Portfolio

SBS Wealth Investment Fund

The Fund aims to provide investors with a broad spread of government and non-government fixed interest securities primarily of investment grade quality.

Recommended minimum investment timeframe: 3 years

lifestages corporate icon

SBS Wealth Investment Fund

SBS Wealth New Zealand Bond Portfolio

The Fund aims to provide investors with a broad spread of government and non-government fixed interest securities primarily of investment grade quality.

Recommended minimum investment timeframe: 3 years

Current unit price

As at January 30, 2026

1.510885

Asset allocation

Current performance

As at December 31, 2025

1-month

-0.22%

3-month

-0.13%

1-year p.a.

4.83%

3-year p.a.

6.13%

5-year p.a.

1.30%

7-year p.a.

2.04%

10-year p.a.

2.34%

Unit pricing history

  Download CSV