WebDec 31, 2024 · The x-axis (horizontal) shows annual dates from September 2007 to December 2024. The y-axis (vertical) shows values from $0 to $3,000 in $500 increments. The line is labelled 'Balanced Fund'. The line starts at a value of $1,000 for September 2007. The trend is downwards until a low of approximately $800 between September 2008 and … WebConservative KiwiSaver funds covered by the MJW Investment Survey; over the 1, 5 and 10 year periods ended 31 August 2024, in each case after costs and expenses but before tax2. Scheme (or KiwiSaver fund type) 1 year 5 years (per annum) 10 years (per annum) BSS -3.5% 6.1% 6.9% Growth funds -10.2% 6.7% 9.0% Balanced funds -9.5% 5.2% 7.3%

ANZ KiwiSaver Scheme Balanced Growth Fund ANZ

WebAug 2, 2024 · Fisher Funds no longer charges a yearly account fee of $18 (as of 31 March 2024) for KiwiSaver accounts. Performance-based fees. Fisher Funds charges a fee of 0% to 2% per annum depending on the annual performance of the fund above the hurdle rate of return (usually about 6%). WebGenerate KiwiSaver Moderate Fund performance* as at 31 st March 2024 Note: This fund was formerly known as Conservative Fund, but was renamed to Moderate Fund on 16 … gregg\u0027s heating and air

KiwiSaver comparison Guide - Consumer NZ

Web77.69% Average 22.31%. This is a snapshot of the proportion of growth assets (shares, property, other) or income assets (cash, bonds) that this fund held on 30 September 2024. You can also see the average for Growth funds, which typically hold from 63% to … WebOur provider satisfaction ratings are from a nationally representative survey of 2323 New Zealanders, carried out in January and February 2024. The ratings show the proportion of … Web2 days ago · A Fisher Fund spokesperson said at the time that this would equate to a loss of $320 on a $50,000 balance in the KiwiSaver Growth fund. KiwiSaver returns for the last three months are 3.1% for conservative, 5.7% for growth, … gregg\u0027s ranch dressing ingredients