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SBS Wealth

SBS Wealth Cash

Kiwisaver • Personal • Visit website
Sub Type Cash
Report Date 2026-03-31
Total Assets $6,600,000
Total Cost Ratio 0.45%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months 0.5%
1 year N/A
3 years N/A
5 years N/A
10 years N/A

SBS Wealth Focused Growth

Kiwisaver • Personal • Visit website
Sub Type International Share
Report Date 2026-03-31
Total Assets $23,800,000
Total Cost Ratio 1.20%
Growth Assets 98.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -7.1%
1 year N/A
3 years N/A
5 years N/A
10 years N/A

SBS Wealth High Growth

Kiwisaver • Personal • Visit website
Sub Type Aggressive
Report Date 2026-03-31
Total Assets $476,900,000
Total Cost Ratio 1.20%
Growth Assets 95.00%
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months -3.4%
1 year 12.6%
3 years 13.2%
5 years 8.1%
10 years 9.2%

SBS Wealth Income

Kiwisaver • Personal • Visit website
Sub Type Miscellaneous
Report Date 2026-03-31
Total Assets $269,500,000
Total Cost Ratio 0.90%
Growth Assets N/A
Sustainability Rating 4 or 5 globe
Default Option No
Replicated Option No
Period Return
3 months 1.2%
1 year 4.0%
3 years 4.1%
5 years 1.5%
10 years 1.9%

SBS Wealth LS 0-49

Kiwisaver • Personal • Visit website
Sub Type Aggressive
Report Date 2026-03-31
Total Assets N/A
Total Cost Ratio 1.20%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -4.2%
1 year 11.8%
3 years 12.3%
5 years 7.3%
10 years 8.2%

SBS Wealth LS 50-54

Kiwisaver • Personal • Visit website
Sub Type Growth
Report Date 2026-03-31
Total Assets N/A
Total Cost Ratio 1.14%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -3.2%
1 year 9.6%
3 years 10.3%
5 years 5.9%
10 years 6.8%

SBS Wealth LS 55-59

Kiwisaver • Personal • Visit website
Sub Type Balanced
Report Date 2026-03-31
Total Assets N/A
Total Cost Ratio 1.08%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -2.4%
1 year 7.5%
3 years 8.3%
5 years 4.5%
10 years 5.3%

SBS Wealth LS 60-64

Kiwisaver • Personal • Visit website
Sub Type Moderate
Report Date 2026-03-31
Total Assets N/A
Total Cost Ratio 0.97%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.7%
1 year 5.6%
3 years 6.4%
5 years 3.1%
10 years 3.8%

SBS Wealth LS 65+

Kiwisaver • Personal • Visit website
Sub Type Moderate
Report Date 2026-03-31
Total Assets N/A
Total Cost Ratio 0.92%
Growth Assets N/A
Sustainability Rating Below 4 globe
Default Option No
Replicated Option No
Period Return
3 months -1.3%
1 year 4.6%
3 years 5.4%
5 years 2.4%
10 years 2.9%