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The numbers

Check out our latest KiwiSaver Scheme performance below.

1-month 3-month 1-year p.a. 3-year p.a. 5-year p.a.

Lifestages High Growth Fund As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15% Lifestages Auto 0 - 49 As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15% Lifestages Auto 50 - 54 As at 31 Mar, 2024 1-month 3.25% 3-month 7.92% 1-year p.a. 18.34% 3-year p.a. 6.12% 5-year p.a. 7.54% Lifestages Auto 55 - 59 As at 31 Mar, 2024 1-month 2.65% 3-month 6.01% 1-year p.a. 14.64% 3-year p.a. 4.54% 5-year p.a. 5.85% Lifestages Auto 60 - 64 As at 31 Mar, 2024 1-month 2.05% 3-month 4.12% 1-year p.a. 11.02% 3-year p.a. 2.97% 5-year p.a. 4.13% Lifestages Auto 65+ As at 31 Mar, 2024 1-month 1.75% 3-month 3.19% 1-year p.a. 9.25% 3-year p.a. 2.10% 5-year p.a. 3.02% Lifestages Income Fund As at 31 Mar, 2024 1-month 0.84% 3-month 0.41% 1-year p.a. 4.04% 3-year p.a. -0.21% 5-year p.a. 0.62%

Lifestages High Growth Fund As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15%

Lifestages Auto 0 - 49 As at 31 Mar, 2024 1-month 3.86% 3-month 9.85% 1-year p.a. 22.08% 3-year p.a. 7.63% 5-year p.a. 9.15%

Lifestages Auto 50 - 54 As at 31 Mar, 2024 1-month 3.25% 3-month 7.92% 1-year p.a. 18.34% 3-year p.a. 6.12% 5-year p.a. 7.54%

Lifestages Auto 55 - 59 As at 31 Mar, 2024 1-month 2.65% 3-month 6.01% 1-year p.a. 14.64% 3-year p.a. 4.54% 5-year p.a. 5.85%

Lifestages Auto 60 - 64 As at 31 Mar, 2024 1-month 2.05% 3-month 4.12% 1-year p.a. 11.02% 3-year p.a. 2.97% 5-year p.a. 4.13%

Lifestages Auto 65+ As at 31 Mar, 2024 1-month 1.75% 3-month 3.19% 1-year p.a. 9.25% 3-year p.a. 2.10% 5-year p.a. 3.02%

Lifestages Income Fund As at 31 Mar, 2024 1-month 0.84% 3-month 0.41% 1-year p.a. 4.04% 3-year p.a. -0.21% 5-year p.a. 0.62%

Important Information: Fund performance figures have been annualised where the performance is more than one year. Performance is after fees and before tax and membership fees (if applicable).

The returns are not the returns individual KiwiSaver Members would have received as this will depend on the prices at which units are purchased on the date that contributions were received for each KiwiSaver member.

Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.

We can change the age ranges and the Fund exposures for the Lifestages Auto options at any time. The latest change was on 1 December 2022, please contact us if you have any questions.

Disclaimer: While all care has been taken in the display of these fund performance figures, neither Funds Administration New Zealand Limited nor any other person accepts responsibility for any errors.

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SBS Wealth is part of the SBS Bank group. In one form or another, SBS has been helping New Zealanders gain financial independence since 1869.

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SBS Wealth is an operating division of Funds Administration New Zealand Limited (“FANZ”). FANZ is a wholly owned subsidiary of Southland Building Society, operating as “SBS Bank” and is the issuer and manager of the Lifestages KiwiSaver Scheme and Lifestages Investment Funds (collectively the Funds). FANZ is also the provider of the Lifestages Portfolio Service (DIMS). Investments in the Funds and/or DIMS do not represent deposits or other liabilities of FANZ or SBS Bank and are subject to investment risk. The investment risk includes possible delays in repayment and loss of income or contributions invested. The principal and returns of the Funds and/or DIMS are not guaranteed or secured in any way by FANZ, SBS Bank or any other person. For more information see the Lifestages KiwiSaver Scheme Product Disclosure Statement or the Lifestages Investment Funds Product Disclosure Statement available from this website and the register of offers of financial products at www.disclose-register.companiesoffice.govt.nz. You can also view the Lifestages Portfolio Service Disclosure Statement on this website.

FANZ is a Class 2 Financial Advice Provider. Before investing, we recommend you obtain personalised financial advice. Past performance is not an indicator for future returns.