Three year returns are after total fund charges and before tax, as at 30 April 2022.
Fees shown are the estimated total annual fund charges, expressed as a percentage of the net asset value.
The estimated total annual fund charges comprise a fixed management fee, as well as the estimated costs and expenses incurred in running the fund.
For further details about the fees we charge and how fees are estimated, view our Fees and Other Charges.
Looking for more KiwiSaver returns information? Find our historical returns here as well as unit prices, quarterly fund updates, and periodic disclosure statements.
1. AMP-branded funds refers to funds with the prefix ‘AMP’. These funds will be managed by AMP with support from BlackRock. Funds with the prefix ‘AMP Capital’ will continue to be managed by AMP Capital. Refer to the product tables here to see which funds are adopting AMP’s sustainable investment approach. The 0.78% fee applies to AMP-branded funds, except for the AMP Cash Fund which has a lower fee of 0.59%, the AMP Default Fund which has an even lower fee of 0.39%, and except for the AMP Balanced Fund No. 3. The 0.79% fee is the estimated total annual fund charge, which is expressed as a percentage of the net asset value. It comprises a fixed management fee and the estimated costs and expenses incurred in running the fund. Please consult the Product Disclosure Statement and the Fees and Other Charges document for the relevant product for full details about applicable fees.
The information included on this website is of a general nature and does not constitute financial or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. For financial advice, we recommend you contact your Adviser. If you don’t have an Adviser, contact us on 0800 267 5494.
While care has been taken to ensure that the information in this communication is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in anyway, including from any error or omission.
All forms of investment involve risk. None of AMP, The New Zealand Guardian Trust Company Limited or any other person or entity guarantees the performance of the AMP KiwiSaver Scheme or any investment in the AMP KiwiSaver Scheme (including the returns on that investment). Past performance is not indicative of future performance. Returns over different periods may differ.
AMP Wealth Management New Zealand Limited is the issuer and manager of the AMP KiwiSaver Scheme.
For more information, download a copy of the AMP KiwiSaver Scheme Product Disclosure Statement and Fund Update Booklet, which have been lodged on the Scheme's offers register entry at companiesoffice.govt.nz/disclose.