Always-Ethical’s Fund – AE KiwiSaver Performance to 31 March 2022
All KiwiSaver Funds have seen market volatility over the past 12 months, this has been largely due to the Omicron outbreak, supply chain disruptions, surging inflation, the Russian-Ukraine war and the fallout on commodities.
AE Kiwisaver’s one-year performance to 31 March 2022 is 4.36%. This performance return being after fees and before tax (see Figure 1 & 2).
Founder, Brian Henry said ‘This is a satisfying return achieved by our AE KiwiSaver, considering the tough financial markets we have all endured over the past 12 months. We have actively monitored the market to ensure our investors obtain a good return’.
AE KiwiSaver is an actively managed fund, whose Investment Committee regularly consider market conditions, assess their ratio of equities to cash and the risk to their investor’s funds. Over the last 6 months, we have varied our risk from conservative to balanced.