ASB Aggressive Fund
Aggressive Fund is an aggressive KiwiSaver fund managed by ASB. It has 30,479 members and holds $1.1 billion. It opened in 2023.
Fees and returns
- Annual fee
- 0.75% of your balance each year
- Return over 1 year
- +12.6% a year
- Return over 5 years
- 0.0% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned 0.0% a year. The median for mainstream aggressive funds over the same period was +6.2% a year, across 14 funds. This fund is behind that median, by 6.2 percentage points.
What it invests in
International equities 71%, australasian equities 19%.
Largest holdings
- Nvidia Corp 4.08%
- Apple Inc 3.16%
- Microsoft Corp 2.29%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +12.6% |
| 2024/25 | +7.0% |
About this fund
The ASB Aggressive Fund holds almost entirely growth assets (around 94%) — mainly international and Australasian shares — with a very small income allocation. Managed on a mainly index-tracking basis, it aims for the highest returns in ASB's range, with the largest movements in value, over a suggested minimum of twelve years. Launched in 2023, it has an annual fund charge of 0.75%.