NZ Funds KiwiSaver Review
Active manager known for their dynamic investment approach.
About NZ Funds KiwiSaver
NZ Funds takes a highly active approach to investment management, using dynamic asset allocation to respond to market conditions. They are known for their willingness to make significant portfolio changes based on their market views.
Their investment philosophy emphasizes wealth preservation alongside growth, using sophisticated investment strategies to manage risk and seek returns. NZ Funds offers a LifeCycle strategy that automatically adjusts risk based on age.
The provider stands out for their comprehensive wealth planning approach and their focus on helping investors achieve their long-term financial goals.
NZ Funds KiwiSaver Funds
NZ Funds Growth Strategy
Actively managed growth strategy using dynamic asset allocation.
Risk Level
High
Management Fee
1.35%
1 Year Return
12.5%
5 Year Return
9.8%
Why Choose NZ Funds KiwiSaver?
Advantages
- Dynamic asset allocation approach
- Strong focus on wealth preservation
- Sophisticated investment strategies
- Comprehensive wealth planning
- LifeCycle investment option
Considerations
- Higher fees than passive providers
- More complex investment approach
- Portfolio changes may be significant
Quick Facts
- Total Assets
- $2.1B
- Average Management Fee
- 1.35%
- Number of Funds
- 5
- Fund Types
- Income, Inflation, Growth, LifeCycle, Strategy
Key Features
- Active management
- Dynamic asset allocation
- Lifecycle strategy
- Wealth planning