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 August 2025
4.77%

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 31/08/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 0.37% 1.15% 2.32% 4.85% 4.77% 4.12%

Unit Prices

Data updated 24/09/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 3.4841 3.4720 3.4440 3.4007 3.3147 3.0003 2.7990

Unit Prices: Historical

More about the New Zealand Retirement Trust