KiwiSaver has a range of benefits for employer or government contributions and first home withdrawal
This fund allows you to withdraw your money when you want
Active Management
We have an active management strategy to give you best performance.
Ethical
We have auditable ethical standards to uphold your values.
No gambling
We do not invest in products involving chance
Low debt businesses
We only invest in blue chip US listed equities
Strict ethical mandate
We do not invest in Prohibited Investments
Risk Management
We check investments daily, invest directly and we invest on a 5 year investment horizon
Up to 50 equities, being ordinary shares listed on the NYSE or NASDAQ and cash, USD or NZD.
All our investments are ordinary shares in US listed companies
Outstanding performance* to grow your investment
*past performance is no guarantee of future performance
AE KiwiSaver
Investment Performance Returns
(Net of Expenses and Before Tax) to 31 March 2023 (unaudited)
Reporting Period | Fund Return (%) NZD | 1 year 3 years (p.a.) * 5 years (p.a.) * | 8.79% 8.20% 12.57% |
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*Calculated as a compound annual growth rate
AE Investor
Investment Performance Returns
(Net of Expenses and Before Tax) to 31 March 2023 (unaudited)
Reporting Period | Fund Return (%) USD | 1 year 3 years (p.a.) * 5 years (p.a.) * | -1.68% 9.75% 8.97% |
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*Calculated as a compound annual growth rate
