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AE KIWISAVER PLAN

Performance

Our Latest

AE KiwiSaver Plan Performance Returns

(Net of Expenses and Before Tax) to 30th June 2024 (unaudited)

Name
1 Year
(1.7.2023 – 30.6.2024)
3 Years (P.A.)**
(1.7.2021 – 30.6.2024)
5 Years (P.A.)**
(1.7.2019 – 30.6.2024)
AE KiwiSaver Plan
5.59%
8.48%
11.59%

**Calculated as a compound annual growth rate

*Past performance is no guarantee
of future performance

Our promise to our investors for the future is to continue to invest in businesses:

  • making or doing something for the good of humanity**
    • apply our Strict Ethical Mandate to all our investments
  • with strong balance sheets
    • less than 30% debt

**In compliance with our Strict Ethical Mandate