Investment Performance to 29 February 2024

See below how your funds have performed. The investment returns shown are after fees and tax. This provides you with a figure that more closely reflects the actual returns you receive as an investor.

A full monthly report can be viewed here.

 

Defence Force Superannuation Scheme

Fund 1 Month
(%)		 3 Month
(%)		 FYTD
(%)		 1 Year
(%)		 3 Years
average per year
(%)		 5 Years
average per year
(%)
Cash 0.30 0.93 3.54 3.85 1.98 1.40
Conservative 0.46 2.37 3.58 4.44 0.85 1.93
Moderate 0.98 3.57 5.05 5.80 1.55 2.80
Balanced 1.62 4.94 6.83 7.52 2.33 3.90
Growth 2.28 6.22 8.82 9.45 3.43 5.12
High Growth 2.78 7.31 10.33 10.86 4.21 6.10
Shares 3.43 8.33 11.62 12.32 4.71 7.16


New Zealand Defence Force KiwiSaver Scheme

Fund 1 Month
(%)		 3 Month
(%)		 FYTD
(%)		 1 Year
(%)		 3 Years
average per year
(%)		 5 Years
average per year
(%)
Cash 0.31 0.96 3.53 3.83 1.91 1.36
Conservative 0.46 2.38 3.58 4.43 0.86 1.91
Moderate 0.98 3.58 5.03 5.77 1.48 2.81
Balanced 1.61 4.92 6.78 7.44 2.23 3.80
Growth 2.30 6.23 8.85 9.46 3.37 5.04
High Growth 2.80 7.28 10.31 10.78 4.18 6.06
Shares 3.43 8.32 11.88 12.58 4.76 7.16

 

New Zealand Defence Force FlexiSaver Scheme

Fund 1 Month
(%)		 3 Month
(%)		 FYTD
(%)		 1 Year
(%)		 3 Years
average per year
(%)		 5 Years
average per year
(%)
Cash 0.30 0.95 3.55 3.85 1.93 1.35
Conservative 0.45 2.31 3.49 4.32 0.78 1.81
Moderate 1.03 3.51 4.98 5.72 1.62 2.78
Balanced 1.62 4.70 6.65 7.37 2.63 4.05
Growth 2.40 6.09 8.84 9.47 3.83 5.33
High Growth 2.87 7.18 10.17 10.72 4.60 6.28
Shares 3.46 8.38 11.76 12.46 4.67 7.10

These investment returns are based on the unit price movements of each fund and are after tax at a rate of 28% and fund charges. If you have a lower investing tax rate your returns may be different.

Your own returns within an investment portfolio will depend on timing of contributions, actual fees charged, fund charges and your investment tax rate. The after tax and fee returns shown are therefore indicative of investment results that a member on a 28% investment tax rate could expect but may differ from your total returns.

 

Notes:

  1. ' – ' indicates that investment option was not operating for the full period or did not have funds invested in it for the full period.
  2. FYTD means Financial Year to Date, which is from 1 April 2023.

 

Need help?

Become Wealth Advisors can help you choose the right investment strategy for your circumstances. Please contact Become Wealth on 0508 BECOME (232 663) or email them at hello@become.nz.

This information was prepared by Mercer (N.Z.) Limited (Mercer). The returns table has been published as a general information service and does not take account of the investment objectives, financial situation and/or particular needs of any person. Before making any investment decision, you should take financial advice as to whether your intended action is appropriate in light of your particular investment needs, objectives and financial circumstances. Neither Mercer, nor New Zealand Defence Force, nor Trustees Executors Limited or any of their related parties accept any responsibility for any inaccuracy.

26 March 2024