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Reader poll

Before the end of 2014.
37% (54 votes)
Not until some time next year.
36% (52 votes)
It won't, this tightening cycle is done and dusted.
27% (40 votes)
Total voters: 146

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Craigs kiwiSTART NZ EquityFund

Fund Manager: Craigs Investment Partners - find out more here
Scheme Distributor: Craigs Investment Partners - See other funds in your scheme
Distributor Website: http://www.craigsip.com/services/kiwisaver/kiwisaver-glance.html
Fund type: Aggressive - See other funds like this
Fund size: $45.3 million as at Sep 13
Investment Statement: Click here

Pre-tax Performance

The first table show the yearly performance in percentages per annum, after we have adjusted the published performance for all fees and expenses. The second table shows what the provider has published as the fund's performance. These are pre-tax performance figures - actual performance will be less after tax has been deducted. To read more about performance, click here.

Adjusted Performance:
Date Last
1 year
(% p.a)
Last
2 years
(% p.a)
Last
3 years
(% p.a)
Notes
Sep 13 20.1 16.9 n/a

Latest Published Performance:
Date Last
1 year
(% p.a)
Last
2 years
(% p.a)
Last
3 years
(% p.a)
Notes
Dec 13 15.2 17.4 12.7 Before tax and after expenses and fees


Fees and Expenses

There are 3 types of fees and expenses. Fixed dollar fees: these are either charged on a monthly basis as member or administration fees (we show the yearly amount) or are charged as a once off on certain events like switching funds within the scheme. Percentage based fees: these are charged on a monthly basis (again we show the per annum amount), as a percentage of your fund balance, and go to pay the investment manager and trustee. And finally expenses: these are expenses like audit costs, and we have shown them on a percentage per annum basis. To read more about fees and expenses, click here.


Fee Fixed
($)
Percentage
(% p.a)
Notes
Management1.25Called custodial service fee, includes trustee, manager and custody fees
Fixed Member or Admin (pa)60
Entry0
Exit0
Transfer0
Switch & Change0A fee may be charged on second and following
Early Withdrawal0
Expenses0.05


Fund Manager: Craigs Investment Partners
Scheme Distributor: Craigs Investment Partners
Distributor Address: PO Box 13155, 158 Cameron Road, Tauranga 3141
Distributor Tel: 0800 272 442
Administrator: Craigs Investment Partners Superannuation Management
Trustee: The New Zealand Guardian Trust