Declared Rate Fund



Information, unit prices, and historical performance


Information

Minimum suggested investment timeframe 2 years
Average 3-Years return (after fees, but before tax)*
*as at 31 May 2025
4.70%

Investment risk

Potentially lower returns Potentially higher returns
1 2 3 4 5 6 7
Lower risk Higher risk
Higher risk generally means higher potential returns, but more ups and downs along the way.

Investment Returns

Data updated 31/05/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 0.38% 1.16% 2.36% 4.94% 4.70% 4.00%

Unit Prices

Data updated 30/06/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 3.4440 3.4297 3.4030 3.3611 3.2723 2.9703 2.7805

Unit Prices: Historical

More about the New Zealand Retirement Trust