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 16/06/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 3.4375 3.4246 3.3970 3.3547 3.2662 2.9656 2.7778

Unit Prices: Historical

More about the New Zealand Retirement Trust