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Fund Name Provider Risk Annual Fee Income Assets Growth Assets 6 Month Return 1 Year Return ▼ 5 Year Return 10 Year Return Lifetime Return
Westpac
2
0.25%
100.0%
-
2.87% p.a.
5.92% p.a.
3.02% p.a.
2.71% p.a.
-
ANZ Bank
2
0.26%
100.0%
-
-
5.36% p.a.
3.13% p.a.
2.74% p.a.
2.93% p.a.
Bank of New Zealand
2
0.30%
100.0%
-
2.32% p.a.
5.29% p.a.
3.00% p.a.
2.69% p.a.
2.77% p.a.
ASB Bank
2
1.00%
42.0%
58.0%
2.16% p.a.
5.06% p.a.
2.89% p.a.
2.54% p.a.
3.07% p.a.
Kōura Wealth
3
0.63%
75.0%
25.0%
-
9.03% p.a.
- -
3.72% p.a.
Westpac
3
0.40%
75.0%
25.0%
4.46% p.a.
7.40% p.a.
2.95% p.a.
4.15% p.a.
-
ASB Bank
3
0.40%
80.0%
20.0%
1.93% p.a.
6.50% p.a.
3.19% p.a.
3.79% p.a.
4.52% p.a.
Simplicity
3
0.25%
95.0%
5.0%
2.33% p.a.
6.43% p.a.
- - -
Bank of New Zealand
3
0.45%
85.0%
15.0%
1.60% p.a.
5.45% p.a.
3.41% p.a.
-
3.51% p.a.
Bank of New Zealand
3
0.45%
20.0%
80.0%
0.91% p.a.
5.39% p.a.
2.79% p.a.
3.47% p.a.
3.93% p.a.
SBS Bank
3
0.87%
15.0%
85.0%
-
4.30% p.a.
0.87% p.a.
- -
Westpac
4
0.50%
40.0%
60.0%
6.55% p.a.
12.94% p.a.
5.22% p.a.
6.55% p.a.
-
Kōura Wealth
4
0.63%
40.0%
60.0%
-
11.89% p.a.
- -
6.63% p.a.
Westpac
4
0.40%
50.0%
50.0%
6.02% p.a.
11.71% p.a.
- - -
Mercer
4
1.20%
40.0%
60.0%
4.05% p.a.
10.17% p.a.
5.03% p.a.
- -
Westpac
4
0.40%
60.0%
40.0%
5.44% p.a.
9.96% p.a.
3.98% p.a.
- -
Kernel Wealth
4
0.25%
39.9%
60.1%
-
8.52% p.a.
- -
11.94% p.a.
ASB Bank
4
0.65%
42.0%
58.0%
1.68% p.a.
7.09% p.a.
7.67% p.a.
6.48% p.a.
5.93% p.a.
ASB Bank
4
0.60%
64.0%
36.0%
1.84% p.a.
6.71% p.a.
4.98% p.a.
4.83% p.a.
5.10% p.a.
Bank of New Zealand
4
0.35%
60.0%
40.0%
0.95% p.a.
6.42% p.a.
- -
3.49% p.a.
Bank of New Zealand
4
0.45%
40.0%
60.0%
0.72% p.a.
6.32% p.a.
6.71% p.a.
6.13% p.a.
6.73% p.a.
Simplicity
4
0.25%
41.0%
59.0%
0.87% p.a.
6.12% p.a.
7.21% p.a.
- -
Simplicity
4
0.25%
22.5%
59.0%
0.84% p.a.
6.07% p.a.
- - -
Simplicity
4
0.25%
77.0%
23.0%
0.84% p.a.
6.07% p.a.
- - -
Bank of New Zealand
4
0.45%
40.0%
60.0%
0.84% p.a.
5.88% p.a.
4.87% p.a.
4.91% p.a.
5.45% p.a.
ANZ Bank
4
0.64%
80.0%
20.0%
-
4.04% p.a.
2.80% p.a.
3.28% p.a.
4.53% p.a.
ANZ Bank
4
0.76%
65.0%
35.0%
-
3.54% p.a.
4.29% p.a.
4.20% p.a.
5.17% p.a.
ANZ Bank
4
0.91%
50.0%
50.0%
-
3.39% p.a.
5.78% p.a.
5.10% p.a.
5.75% p.a.
Kōura Wealth
5
0.63%
5.0%
95.0%
-
14.75% p.a.
- -
9.53% p.a.
Kōura Wealth
5
0.63%
80.0%
20.0%
-
13.67% p.a.
- -
8.25% p.a.
Kernel Wealth
5
0.25%
2.0%
98.0%
-
8.95% p.a.
- -
10.68% p.a.
Westpac
5
0.55%
20.0%
80.0%
-
7.81% p.a.
3.89% p.a.
6.29% p.a.
-
Simplicity
5
0.25%
2.0%
98.0%
1.85% p.a.
7.68% p.a.
- - -
ASB Bank
5
0.70%
22.0%
78.0%
1.65% p.a.
7.23% p.a.
10.00% p.a.
7.75% p.a.
6.44% p.a.
Simplicity
5
0.25%
20.0%
80.0%
1.57% p.a.
7.09% p.a.
10.18% p.a.
- -
Bank of New Zealand
5
0.45%
20.0%
-
0.67% p.a.
6.74% p.a.
8.87% p.a.
7.58% p.a.
8.24% p.a.
SBS Bank
5
1.15%
2.0%
98.0%
-
5.89% p.a.
12.06% p.a.
- -
ANZ Bank
5
0.95%
35.0%
65.0%
-
3.01% p.a.
7.36% p.a.
6.03% p.a.
6.28% p.a.
ANZ Bank
5
0.99%
20.0%
80.0%
-
2.75% p.a.
9.00% p.a.
6.90% p.a.
6.73% p.a.
ANZ Bank
5
0.99%
5.0%
95.0%
- - - - -
ASB Bank
5
0.75%
6.0%
94.0%
1.73% p.a.
- - -
14.89% p.a.
Bank of New Zealand
5
0.45%
-
100.0%
0.76% p.a.
- - - -
Always Ethical
7
3.76%
69.5%
30.5%
-
10.29% p.a.
5.52% p.a.
- -