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Our KiwiSaver Scheme Performance

How our funds are working for you.

Lifestages High Growth Fund

This investment option aims to provide investors with capital growth over the long term, by investing primarily in a broad spread of New Zealand and international growth assets, with a small amount held in cash.

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Lifestages Income Fund

This fund aims to provide investors with a low-risk investment option that invests predominantly in income-producing assets. The majority of these are cash and fixed-interest investments. The Lifestages Income Fund may also hold equities that yield high dividends and/or listed property and infrastructure investments.

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Lifestages Auto

Lifestages Auto invests in combinations of our two funds in proportions that vary in accordance with your age. Lifestages Auto has five life stages.

Performance Overview

Click on the Fund name to view more information including the benchmark asset allocation and latest unit price.  

1-month 3-month 1-year p.a. 3-year p.a. 5-year p.a.
Lifestages High Growth Fund As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15% Lifestages Auto 0 - 49 As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15% Lifestages Auto 50 - 54 As at 31 Mar, 2024 1-month 3.25% 3-month 7.92% 1-year p.a. 18.34% 3-year p.a. 6.12% 5-year p.a. 7.54% Lifestages Auto 55 - 59 As at 31 Mar, 2024 1-month 2.65% 3-month 6.01% 1-year p.a. 14.64% 3-year p.a. 4.54% 5-year p.a. 5.85% Lifestages Auto 60 - 64 As at 31 Mar, 2024 1-month 2.05% 3-month 4.12% 1-year p.a. 11.02% 3-year p.a. 2.97% 5-year p.a. 4.13% Lifestages Auto 65+ As at 31 Mar, 2024 1-month 1.75% 3-month 3.19% 1-year p.a. 9.25% 3-year p.a. 2.10% 5-year p.a. 3.02% Lifestages Income Fund As at 31 Mar, 2024 1-month 0.84% 3-month 0.41% 1-year p.a. 4.04% 3-year p.a. -0.21% 5-year p.a. 0.62%
Lifestages High Growth Fund As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15%
Lifestages Auto 0 - 49 As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15%
Lifestages Auto 50 - 54 As at 31 Mar, 2024 1-month 3.25% 3-month 7.92% 1-year p.a. 18.34% 3-year p.a. 6.12% 5-year p.a. 7.54%
Lifestages Auto 55 - 59 As at 31 Mar, 2024 1-month 2.65% 3-month 6.01% 1-year p.a. 14.64% 3-year p.a. 4.54% 5-year p.a. 5.85%
Lifestages Auto 60 - 64 As at 31 Mar, 2024 1-month 2.05% 3-month 4.12% 1-year p.a. 11.02% 3-year p.a. 2.97% 5-year p.a. 4.13%
Lifestages Auto 65+ As at 31 Mar, 2024 1-month 1.75% 3-month 3.19% 1-year p.a. 9.25% 3-year p.a. 2.10% 5-year p.a. 3.02%
Lifestages Income Fund As at 31 Mar, 2024 1-month 0.84% 3-month 0.41% 1-year p.a. 4.04% 3-year p.a. -0.21% 5-year p.a. 0.62%

Important Information: Fund performance figures have been annualised where the performance period 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.