KiwiSaver-fonds kwiz | AMP New Zealand (2023)

The fund aims for a high return, to achieve this there will be major ups and downs in the value of your balance.

Minimum suggested investment period 10 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
6,70%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide long-term capital growth through exposure to equities of companies in New Zealand and Australia.

Minimum suggested investment period 10 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
6,24%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims for moderate returns, in return there will be some up and down movements in the value of your investments.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
3,68%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims for moderate returns, in return there will be some up and down movements in the value of your investments.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
4,78%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide a modest and stable return, in return there should be no significant changes in the value of your balance in the short term.

Minimum suggested investment period 1 year

contribution 23,40 dollar

Annual fees for the fund 0,58%

Average quarterly return (after costs but before taxes)*
*as of April 30, 2023
1,01%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide modest to moderate returns, in return there may be small up and down movements in the value of your balance.

Minimum suggested investment period 2 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
0,39%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The primary objective of the fund is to preserve the value of your investment with some capital appreciation by investing in fixed income securities on bond markets worldwide (which may include New Zealand bond markets).

Minimum suggested investment period 3 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
-3,70%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims for a medium to high return, to achieve this there will be some moderate to large ups and downs in the value of your balance.

Minimum suggested investment period 7 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
5,93%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide long-term capital growth through exposure to the shares of companies listed on stock exchanges worldwide.

Minimum suggested investment period 10 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
10,33%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide long-term capital growth through exposure to the shares of companies listed on stock exchanges worldwide.

Minimum suggested investment period 10 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
10,52%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims for a moderate return, to achieve this there will be moderate ups and downs in the value of your balance.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
2,51%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide modest to moderate returns, in return there may be small up and down movements in the value of your balance.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 0,79%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
1,57%

Sustainable investing

This fund is:

  • No tobacco production
  • No production of palm oil
  • No oil and gas drilling
  • No coal mining
  • No controversial weapons
  • There is no civilian production of firearms
  • No nuclear weapons

You seeAMP philosophy of sustainable investingFor more information.

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The primary objective of the fund is to maintain investment value with some capital appreciation by investing primarily in New Zealand fixed income assets.

Minimum suggested investment period 3 years

contribution 23,40 dollar

Annual fees for the fund 0,8%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
-4,37%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund invests primarily in equities and listed assets, with some exposure to cash and fixed income assets.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 1,14%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
5,68%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund invests primarily in cash and fixed income assets, with less exposure to equities and listed assets.

Minimum suggested investment period 2 years

contribution 23,40 dollar

Annual fees for the fund 1,04%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
0,26%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund invests primarily in equities and listed assets, with a smaller exposure to cash and fixed income assets.

Minimum suggested investment period 7 years

contribution 23,40 dollar

Annual fees for the fund 1,24%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
7,48%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide long-term capital growth through exposure to listed real estate and other real estate securities in New Zealand and around the world.

Minimum suggested investment period 10 years

contribution 23,40 dollar

Annual fees for the fund 1,09%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
2,82%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide a medium to high total return with an expected negative return less than once every five years.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 1,06%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
4,11%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide a high total return with a negative return expected less than once every four years.

Minimum suggested investment period 7 years

contribution 23,40 dollar

Annual fees for the fund 1,11%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
6,51%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims for moderate returns with negative returns expected less than once every seven years.

Minimum suggested investment period 2 years

contribution 23,40 dollar

Annual fees for the fund 1,01%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
1,41%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide improved long-term returns from its benchmark allocation of 60% growth assets.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 1,22%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
4,24%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The Fund aims to provide an annual return of 10% after fees, but before taxes, fees and expenses, over a minimum recommended holding period of seven years. It is a diversified fund investing primarily in equities with a moderate allocation to fixed income securities.

Minimum suggested investment period 7 years

contribution 23,40 dollar

Annual fees for the fund 1,65%

On average 3 declarations (after costs but before taxes)*
IN

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The objective of the Fund is to maximize capital growth net of fees, but before taxes, fees and expenses, over a minimum recommended holding period of ten years. It invests mainly in international equities, with a moderate allocation to Australian equities.

Minimum suggested investment period 10 years

contribution 23,40 dollar

Annual fees for the fund 1,5%

On average 3 declarations (after costs but before taxes)*
IN

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The objective of the Fund is to provide capital appreciation net of fees, but before taxes, fees and expenses, over a minimum recommended holding period of five years. It is a diversified fund investing primarily in equities, with a significant allocation to fixed income securities.

Minimum suggested investment period 5 years

contribution 23,40 dollar

Annual fees for the fund 1,36%

On average 3 declarations (after costs but before taxes)*
IN

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The objective of the Fund is to provide moderate returns and protect capital returns after fees, but before taxes, fees and expenses, over a minimum recommended holding period of three years. It is a diversified fund investing primarily in fixed income securities with a moderate allocation to equities.

Minimum suggested investment period 3 years

contribution 23,40 dollar

Annual fees for the fund 1,25%

On average 3 declarations (after costs but before taxes)*
IN

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The Fund aims to provide investors with a carefully selected balance of diversified assets in a manner that is aimed at maximizing investment returns and minimizing the risk of investment loss and preserving the capital value of the Fund's investments in real terms in the long term.

Minimum suggested investment period 4 years

contribution 23,40 dollar

Annual fees for the fund 1,32%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
2,81%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to minimize the risk of investment loss while optimizing the return on investment and preserving the capital value of the invested funds in real amounts over the long term.

Minimum suggested investment period 2 years

contribution 23,40 dollar

Annual fees for the fund 1,12%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
0,92%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

The fund aims to provide investors with a portfolio of predominantly growing assets to achieve long-term capital growth.

Minimum suggested investment period 7 years

contribution 23,40 dollar

Annual fees for the fund 1,32%

Average return over three years (after costs but before taxes)*
*as of April 30, 2023
4,27%

Investment risk

Potentially lower returns Potentially higher returns

1 2 3 4 5 6 7

Less risk Greater risk

A higher risk generally means a higher potential return, but with more ups and downs along the way.

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