GET KIWISAVER RECOMMENDATIONS
GET KIWISAVER RECOMMENDATIONS

Generate KiwiSaver Scheme

STEPPING STONES GROWTH 0-50

Last 5 years average
returns

10.95% p.a.

Vs Category Average: 10.02%

Annual Fund Fees

1.42%

Vs Category Average: 1.16%

Asset allocation Graph

How this fund invests your money

  • 82.5% Growth Assets
  • 12.5% Income Assets
  • 5% Cash
Other information

Number of members

2500

Date started

6/09/2016

Total Value of fund

62823121
More information can be found in the Product Disclosure Statement
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

$20000

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.

  STEPPING STONES GROWTH 0-50 Average of Growth Funds
KiwiSaver Balance Today $33625.33 $29701
Annual Fund Fees 1.42% 1.01%
Membership Fee $36 per year $30 per year
Asset allocation How this fund invests your money
  • 82.5% Growth Assets
  • 12.5% Income Assets
  • 5% Cash
  • 80% Growth Assets
  • 16% Income Assets
  • 4% Cash

STEPPING STONES GROWTH 0-50(GEN) vs Average of Growth Funds(AVG)

KiwiSaver Balance Today

GEN$33625.33

AVG$29701

Annual Fund Fees

GEN1.42%

AVG1.01%

Membership Fee

GEN$36 per year

AVG$30 per year

FundSource Rating

GEN n/a

AVG n/a

Asset allocation

How this fund invests your money

GEN

  • 82.5% Growth Assets
  • 12.5% 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.

Taking a few minutes to submit our KiwiSaver HealthCheck 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 2021. 

Latest KiwiSaver Articles

Where the best place to safely invest your money is?

The safest place to invest your savings is somewhere you feel most comfortable and that helps you achieve your financial goals...

JUNO KiwiSaver Performance - May 2022

Using the most recent returns from May 2022, we will examine JUNO’s recent KiwiSaver Performance. 

JUNO is managed by Pie..

BNZ KiwiSaver Performance - May 2022

Using the most recent returns and fund update reports from May 2022, we will examine BNZ’s recent KiwiSaver Performance.

The..

Savings Rate vs. Investment Return Rate

Introduction

I think it’s time to take a look at what makes the most difference to your overall wealth and ability to retire..

AMP KiwiSaver Performance - May 2022

Using the most recent returns and fund update reports from May 2022, We will be examining AMP KiwiSaver Performance by taking a..

Milford KiwiSaver Performance - May 2022

Using the most recent returns and fund update reports from May 2022, we will examine Milford’s recent KiwiSaver Performance.

..

PO Box 2134
Shortland Street
Auckland 1010

p: 09 283 0460
© Copyright 2022. National Capital Limited.
A copy of our advisers' disclosure statement is available on request and free of charge. The views and opinions expressed in this newsletter are not intended to be a personalised service for an individual retail client. The views and opinions are general in nature and may not be relevant to an individual's circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser.