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SOCIALLY RESPONSIBLE INVESTMENT BALANCED FUND

Last 5 years average
returns

7.4% p.a.

Vs Category Average: 6.5%

Annual Fund Fees

1.25%

Vs Category Average: 1.07%

Star Rating

Services Rating

Courtesy : sorted.co.nz

90/100

Asset allocation Graph

How this fund invests your money

  • 55% Growth Assets
  • 40% Income Assets
  • 5% Cash
Other information

Number of members

5,987

Date started

01/07/14

Total Value of fund

$104,229,398
Performance comparison

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

$20,000

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.

  SOCIALLY RESPONSIBLE INVESTMENT BALANCED FUND Average of Growth Funds
KiwiSaver Balance Today $28,579 $29,021
Annual Fund Fees 1.25% 1.01%
Membership Fee $36 per year $30 per year
Asset allocation How this fund invests your money
  • 55% Growth Assets
  • 40% Income Assets
  • 5% Cash
  • 80% Growth Assets
  • 16% Income Assets
  • 4% Cash

SOCIALLY RESPONSIBLE INVESTMENT BALANCED FUND(BOO) vs Average of Growth Funds(AVG)

KiwiSaver Balance Today

BOO$28,579

AVG$29,021

Annual Fund Fees

BOO1.25%

AVG1.01%

Membership Fee

BOO$36 per year

AVG$30 per year

FundSource Rating

BOO

AVG

Asset allocation

How this fund invests your money

BOO

  • 55% Growth Assets
  • 40% Income Assets
  • 5% Cash


AVG

  • 80% Growth Assets
  • 16% Income Assets
  • 4% 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.

The right KiwiSaver fund will make a big difference
to your KiwiSaver payout.

Spending 10 minutes to complete our KiwiSaver HealthCheck form may be the most important thing you can do for your KiwiSaver account right now.

GET KIWISAVER RECOMMENDATIONS
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 the quarter ended Sep 2020. 

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