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 31st March 2024 (unaudited)
*Calculated as a compound annual growth rate
Name | 1 Year (1.4.2023 – 31.3.2024) | 3 Years (P.A.)** (1.4.2021 – 31.3.2024) | 5 Years (P.A.)** (1.4.2019 – 31.3.2024) |
|---|---|---|---|
AE Investor AE KiwiSaver Plan | 9.41% 15.10% | 3.86% 9.33% | 9.55% 12.68% |
