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Being good pays off.

AE KiwiSaver Plan

The PDS risk indicator for our fund is: 

 

Aggressive

Under our SIPO the investments have a ratio of Equities to Cash. We can be 100% equities to 100% cash.

As at

 

16 July 2024

The investments ratio is approximately

 

    50%                50%

Equities             Cash

When you invest with AE KiwiSaver Plan, you can be sure of two things: your money is only invested in businesses that are doing or making something for the good of humanity*; and that we are totally committed to make your investment grow so you can retire (or buy your first home) with confidence.

*In compliance with our Strict Ethical Mandate

Switching is easy

Grab your IRD number and a photo ID (passport or driver’s license) then click on the button below. Filling in the form will only take a few minutes. We’ll do the rest for you.

Audited 5 year performance*

for your investment in AE KiwiSaver Plan.

Investment Performance Returns (Net of Expenses and Before Tax) from 01.04.2018 to 31.03.2023 (audited financial year).

1

year

8.79%

1.4.2022 to 31.3.2023

3

years (p.a.)**

8.20%

1.4.2020 to 31.3.2023

5

years (p.a.)**

12.57%

1.4.2018 to 31.3.2023

Investment in businesses with a strong balance sheet and ethical long-term goals is good business.

*Past performance is no guarantee of future performance.

**Calculated as a compound annual growth rate.

Be the solution –
and grow your investment.

As you may already know, KiwiSaver is a great way to save for your retirement or first home purchase. You benefit from your own as well as your employer’s and the government’s contributions. What you also get with AE KiwiSaver Plan is a unique and strict ethical investment mandate that is checked daily. We actively manage risk profiles and we select and manage investments without outsourcing the work.

We don’t invest in...

Money lending

Gambling

Alcohol

Tobacco

Weapons of war

Adult entertainment

Pork

Fossil fuel exploration

We do not borrow
against your money.