AE Investor and AE KiwiSaver Plan are actively managed funds.
We adjust the risk profile without notice to manage the risk of volatility.
Investment Performance Returns
(Net of Expenses and Before Tax) to 30th June 2024 (unaudited)
Name | 1 Year (1.7.2023 – 30.6.2024) | 3 Years (P.A.)** (1.7.2021 – 30.6.2024) | 5 Years (P.A.)** (1.7.2019 – 30.6.2024) |
|---|---|---|---|
AE Investor AE KiwiSaver Plan | 4.21% 5.59% | 3.72% 8.48% | 9.42% 11.59% |
**Calculated as a compound annual growth rate
