General Information Only
This page displays publicly available fund data for index/passive strategies. Past performance is not a reliable indicator of future returns. This is not financial advice.
Index/Passive KiwiSaver Funds 2025
View all 23 Index/Passive KiwiSaver funds sorted by 5-year returns. Data from FMA reports, updated October 2025.
About Index/Passive KiwiSaver Funds
Index funds (also called passive funds) track market indices rather than trying to beat them. They invest in a broad selection of assets matching an index (like the NZX 50 or S&P 500), without active stock picking by fund managers.
Characteristics of Index Funds:
- • Fee structure: Index funds typically have lower fees than actively managed funds
- • Diversification: Invest across a broad range of companies within the tracked index
- • Investment approach: Returns aim to match the index, not beat it
- • Transparency: Holdings typically match the underlying index
Note: Different investment approaches have different characteristics. If you need advice on which approach may be suitable for your circumstances, consult a licensed Financial Advice Provider.
Index Fund Data (Sorted by 5-Year Return)
Sorted by 5-year average return (highest to lowest). You may use this data for your own comparison.
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View Comparison ToolData source: FMA KiwiSaver Quarterly Reports, provider Product Disclosure Statements. Last updated: October 2025.
Disclaimer: Past performance does not guarantee future results. This is not financial advice. Consult a licensed financial adviser before making investment decisions.
