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Performance

The Guardians has won accolades for its governance, transparency, and investment performance, and has been recognised as one of the most innovative sovereign wealth funds globally. This section contains information on our performance across a range of areas.

Investment

We measure our investment performance in two ways; relative to the NZ 90 day Treasury Bill return, and relative to a passive Reference Portfolio benchmark. We expect to return at least the Treasury Bill return + 2.7% over any 20 year moving average.

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Returns vs. Reference Portfolio

The Reference Portfolio is our passive benchmark, and a clear way to measure the value we are adding net of costs.

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Returns vs. Treasury Bills

Treasury Bills are wholesale debt securities issued by the Crown, and are a measure of the opportunity cost of contributing to the Fund.

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Monthly Returns

Find monthly Fund performance data since inception.

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Cost

Controlling costs is central to achieving our mission. We aim to achieve the right balance between minimising cost and adding value to the Fund over the long term.

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Best Practice

We strive for global best practice across our management, governance and reporting functions.

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Awards

The Guardians has won accolades for its performance, and has been recognised as one of the most innovative sovereign wealth funds globally.

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Transparency / Reporting

Transparency is critical to maintaining organisational credibility and stakeholder confidence in the Guardians and Fund.

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