KiwiSaver Provider - SBS Wealth

The numbers

Check out our latest KiwiSaver Scheme performance below.

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 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.