“If you’re young, you should be in a growth fund. If you’re old, you should be in a conservative fund.” Sounds like familiar..
BOOSTER KIWISAVER SCHEMESOCIALLY RESPONSIBLE INVESTMENT BALANCED FUND
Vs Category Average: 6.5%
Vs Category Average: 1.07%
Courtesy : sorted.co.nz
Asset allocation Graph
How this fund invests your money
Number of members
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.
|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||
SOCIALLY RESPONSIBLE INVESTMENT BALANCED FUND(BOO) vs Average of Growth Funds(AVG)
KiwiSaver Balance Today
Annual Fund Fees
BOO$36 per year
AVG$30 per year
Asset allocationHow this fund invests your money
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...
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.
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.
How does your KiwiSaver provider compare to others in how they invest your KiwiSaver money?