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At a glance
Fund size
$29.48b
NZ Dollars
Rate of return P.A.
9.60%
Before NZ tax, after costs
Value added
$4.0b
VS passive benchmark
Figures as at 31 December 2015 and since inception (30 Sept 2003)
 

Latest News

NZ Super Fund returns 6.5% over 2015; beats benchmark

Posted On: Wednesday, 27 January 2016

The NZ Super Fund, the global investment fund set up to help pre-fund national superannuation, returned 6.5% over 2015, increasing in size by $2.0 billion to end the calendar...

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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.

Responsible Investment

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.

2015 Annual Report

In 2015, we developed a website to support the print version of the Annual Report. The website provides a summary of the report and additional video content to support the commentary provided.

Investment Performance

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 + 2.7%). 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.