We actively manage your money to grow your returns.
We invest in strong balance sheet businesses that are doing or making something for the good of humanity.
KiwiSaver has a range of benefits for employer or government contributions and first home withdrawal
This fund allows you to withdraw your money when you want
Active Management
We have an active management strategy to give you best performance.
Ethical
We have auditable ethical standards to uphold your values.
No gambling
We do not invest in products involving chance
Low debt businesses
We only invest in blue chip US listed equities
Strict ethical mandate
We do not invest in Prohibited Investments
Risk Management
We check investments daily, invest directly and we invest on a 5 year investment horizon
Up to 50 equities, being ordinary shares listed on the NYSE or NASDAQ and cash, USD or NZD.
All our investments are ordinary shares in US listed companies
AE KiwiSaver Plan
Investment Performance Returns
(Net of Expenses and Before Tax) to 31 March 2024 (audited)
Return Period | Reporting Dates | Fund Return (%) NZD | 1 year 3 years (p.a.) * 5 years (p.a.) * | 01.04.23 – 31.03.24 01.04.21 – 31.03.24 01.04.19 – 31.03.24 | 15.10% 9.33% 12.68% |
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AE Investor
Investment Performance Returns
(Net of Expenses and Before Tax) to 31 March 2024 (audited)
Return Period | Reporting Dates | Fund Return (%) USD | 1 year 3 years (p.a.) * 5 years (p.a.) * | 01.04.23 – 31.03.24 01.04.21 – 31.03.24 01.04.19 – 31.03.24 | 9.41% 3.86% 9.55% |
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Past Performance does not guarantee Future Performance
*Calculated as a compound annual growth rate