Big news in the KiwiSaver world! Companies managing KiwiSaver funds are making some changes in how they invest. They're cutting..
Aon KiwiSaver Scheme
NIKKO BALANCED FUND4.00% p.a.
1.37%
Asset allocation Graph
How this fund invests your money
Number of members
Date started
Total Value of fund
Sarah is 42 years old and like many Kiwis her age, could be in a Growth fund (unless they are planning to use the funds to buy a first home).
We've compared what difference it would make for Sarah, had she been in this fund vs a Growth Fund.
Sarah’s KiwiSaver balance five years ago
Note: We may not be comparing the same 'type' of fund below. We have compared the current fund you have selected to the average of Growth Funds, to give you an indication of the difference it would make to the KiwiSaver balance.
NIKKO BALANCED FUND | Average of Growth Funds | |
---|---|---|
KiwiSaver Balance Today | $24333.06 | $25800 |
Annual Fund Fees | 1.37% | 1.01% |
Asset allocation How this fund invests your money |
|
|
NIKKO BALANCED FUND(AON) vs Average of Growth Funds(AVG)
KiwiSaver Balance Today
AON$24333.06
AVG$25800
Annual Fund Fees
AON1.37%
AVG1.01%
Membership Fee
AON$40 per year
AVG$30 per year
FundSource Rating
AON n/a
AVG n/a
Asset allocation
How this fund invests your moneyAON
AVG
There are other factors than just performance. You need a fund that is suitable for your current circumstances and goals.
Find out more by watching the short video below...
So why do our clients use us for KiwiSaver Advice?
This page does not contain financial advice, only information. If you want personal financial advice on which KiwiSaver fund suits you, please submit the KiwiSaver HealthCheck. Past performance is not necessarily indicative of future performance. Click here for an explanation of the calculations and sources used for the data on this page. Data is current as of the quarter that ended December 2023.
Suite 4, Shed 24
Princes Wharf
Auckland 1010