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 30 April 2025
4.69%

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 30/04/2025
Fund name 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 0.38% 1.13% 2.38% 4.98% 4.69% 3.96%

Unit Prices

Data updated 06/06/2025
Fund name Unit price($) 1m 3m 6m 1yr 3yr 5yr
Declared Rate Fund 3.4329 3.4200 3.3933 3.3508 3.2626 2.9632 2.7762

Unit Prices: Historical

More about the New Zealand Retirement Trust