How we invest
Find out more about our investment beliefs and policies, 'Reference Portfolio' approach to investing and process for appointing and monitoring external investment managers.
We integrate environmental, social and governance factors into our investment process and ownership activities. Our policy framework, engagement approach, voting reports and exclusion decisions are available here.
In 'NZ Super Fund Explained' CEO Adrian Orr explains our purpose and mandate. Find out more about our legislation, governance and risk management, and see the answers to some frequently asked questions.
We measure investment performance in two ways: against a passive 'Reference Portfolio' benchmark and against the cost of Government debt (as measured by the return on 90-day NZ Treasury Bills + 2.5%). Get the latest figures here.
A sovereign wealth fund - not KiwiSaver
The NZ Super Fund is a New Zealand Government savings vehicle to help pre-fund the future cost of universal superannuation. We do not manage individual retirement accounts and are not a KiwiSaver provider.
Find out more about the Oak Finance loan here. The information materials include a video of CEO Adrian Orr explaining the issue.