AE Investor and AE KiwiSaver Plan are actively managed funds.
We adjust the risk profile without notice to manage the risk of volatility.
Investment Performance Returns
(Net of Expenses and Before Tax) to 31 October 2023 (unaudited)
Name | 1 Year (1.11.2022 – 31.10.2023) | 3 Years (P.A.)* (1.11.2020 – 31.10.2023) | 5 Years (P.A.)* (1.11.2018 – 31.10.2023) | AE Investor AE KiwiSaver Plan | 5.50% 6.49% | 5.47% 10.26% | 9.35% 12.18% |
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Past Performance does not guarantee Future Performance
* Calculated as a compound annual growth rate
