Booster KiwiSaver Scheme

ASSET CLASS CONSERVATIVE FUND

Last 5 years average
returns

1.95% p.a.

Vs Category Average: 4.1%

Annual Fund Fees

1.15%

Vs Category Average: 0.97%

Fund Source Rating

Services Rating

Courtesy : sorted.co.nz

93/100

Social Good Score

Courtesy : bettersaver.co.nz

Asset allocation Graph

How this fund invests your money

  • 33% Growth Assets
  • 66% Income Assets
  • 1% Cash
Other information

Number of members

1308

Date started

7/1/2014

Total Value of fund

NZ$ 21.4 Million
Performance comparison

Sarah is 42 years old and like most Kiwis her age, should 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 your fund vs the Milford Active Growth Fund, which is one of the funds we research & monitor.

Sarah’s KiwiSaver balance five years ago

$20,000
  ASSET CLASS CONSERVATIVE FUND Milford Active Growth Fund
KiwiSaver Balance Today $22,027.55 $27,363.16
Annual Fund Fees 1.15% 1.06%
Membership Fee $36 per year $36 per year
FundSource Rating
Asset allocation How this fund invests your money
  • 33% Growth Assets
  • 66% Income Assets
  • 1% Cash
  • 78% Growth Assets
  • 16% Income Assets
  • 6% Cash

ASSET CLASS CONSERVATIVE FUND(BOO) vs Milford Active Growth Fund(MIL)

KiwiSaver Balance Today

BOO$22,027.55

MIL$27,363.16

Annual Fund Fees

BOO1.15%

MIL1.06%

Membership Fee

BOO$36 per year

MIL$36 per year

FundSource Rating

BOO

MIL

Asset allocation

How this fund invests your money

BOO

  • 33% Growth Assets
  • 66% Income Assets
  • 1% Cash


MIL

  • 78% Growth Assets
  • 16% Income Assets
  • 6% Cash
Should I just move to the fund that has better performance?
noImg

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?

  • Detailed Research:Just checking the past performance and fees is NOT enough.
  • Answers:How do I know my money is safe? What risks are being taken?
  • Monitoring:We’re constantly monitoring the KiwiSaver landscape.
  • Expertise:Our team specialise in Investment and KiwiSaver research.
  • Gift of Time:We do the hard work, so you can focus on life.

We’re here to help find the best KiwiSaver fund for you. Take our KiwiSaver HealthCheck now.

LET'S GET STARTED
IMPORTANT

This page does not contain financial advice, only information. If you want personal financial advice on which KiwiSaver fund is suitable for 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 1st Sep 2019. 

Latest KiwiSaver Articles

3 factors in choosing a KiwiSaver fund

In our previous posts, we showed you how we calculate what lumpsum you need at retirement, what rate of return you need from..

How much do I need to contribute?

We hear a lot about how different KiwiSaver funds are performing, who is the best, who is the worst. There is also a lot of..

How much return do I need from my KiwiSaver account?

In our last post we showed you how to find the amount you need as a lump sum at retirement. Finding that goal is half the..

What KiwiSaver lump sum do you need at retirement?

Retirement. For some of us it may be very close, for others, it might still be 10 years away. But the question we all need to..

What is KiwiSaver?

When most Kiwis turn 65 they are entitled to the NZ superannuation which is a pension that is paid fortnightly. However, the..

Why we only work with KiwiSaver providers who pay us

At National Capital, our mission is to help 1 million Kiwis become financially secure. To achieve this, our first step is..