This fund invests in a mix of shares and bonds to balance growth and volatility. This fund is suitable for those who want fewer up and down movements in the fund's value. The recommended investment timeframe is at least 7 years.
While share markets can fluctuate, the Balanced Fund is a good option if you prefer less volatility.
The fund can help grow savings while managing risk for those looking to withdraw their KiwiSaver investments in the medium to long term.
Investments are spread over 60 industries and across 40 countries, reducing risk and helping balance out market ups and downs.
The risk indicator reflects how much the value of the fund’s assets goes up and down. A higher risk rating generally means higher potential returns over time, but more ups and downs along the way. This fund is suited to an investor with a medium tolerance to risk and a minimum investment timeframe of 7 years.
Lower risk
Potentially lower returns
Higher risk
Potentially higher returns
1 month |
3 months |
1 year |
3 years |
5 years |
Since inception (p.a) |
|
Balanced Fund |
3.04% |
- |
- |
- |
- |
4.80% |
Benchmark returns |
2.81% |
- |
- |
- |
- |
4.83% |
Returns are for the period ending 31 May 2025. Past performance is not a guarantee of future returns. Performance is calculated after fund management fees and before any applicable tax. Benchmark index returns do not include any fees or taxes. Performance figures have been annualised where the performance period is more than one year.
08 April 2025
13 March 2025
16 October 2024
24 December 2024
07 April 2024
