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At a glance
Fund size
$28.98b
NZ Dollars
Rate of return P.A.
10.30%
Before NZ tax, after costs
Value added
$3.9b
VS passive benchmark
Unaudited figures as at 28 Feb 2015 and since inception (30 Sept 2003)
 

Latest News

Papers on long-term investment published

Posted On: Wednesday, 18 March 2015

A white paper, prepared with insights from the New Zealand Superannuation Fund, has been published in association with the Focusing Capital on the Long Term (FCLT) initiative, of...

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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.

Our Purpose

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.

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 + 2.5%). 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.

Oak Finance

Find out more about the Oak Finance loan here. The information materials include a video of CEO Adrian Orr explaining the issue.