Established in 2014, the Asset Class funds utilise investment strategies underpinned by over six decades of financial market research by Nobel prize winning economists.

The Asset Class funds enable KiwiSaver investors access to funds normally restricted to large financial institutions and high net worth individuals.

The Asset Class Conservative and Growth funds were established 1st July 2014. The Asset Class Balanced Fund was introduced September 2017.

The Asset Class funds are supported by over 250 advisers throughout New Zealand.

In this PDF Presentation – Click here to view

  • Introduction
  • KiwiSaver objectives
  • Investment philosophy
  • Portfolio structuring
  • Target asset allocation
  • Fee comparison
  • Performance returns
  • Disclaimer

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