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AE Performance

AE Investor and AE KiwiSaver Plan are actively managed funds.
We adjust investments without notice to manage volatility or take advantage of opportunities.

Investment Performance Returns*

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

Name
1 Year
(1.5.2023 – 30.4.2024)
3 Years (P.A.)**
(1.5.2021 – 30.4.2024)
5 Years (P.A.)**
(1.5.2019 – 30.4.2024)
AE Investor
AE KiwiSaver Plan
4.59%
10.73%
2.16%
9.50%
7.95%
11.03%

**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

Get started today

You can begin investing in AE Investor by completing the application form (and providing the supporting documents) at the back of the Product Disclosure Statement (available for download here)