InvestNow Foundation Series Balanced Fund
Investnow Foundation Series Balanced Fund is a balanced KiwiSaver fund managed by InvestNow. It has 561 members and holds $15 million. It opened in 2020.
Fees and returns
- Annual fee
- 0.36% of your balance each year
- Return over 1 year
- +6.5% a year
- Return over 3 years
- +8.2% a year
- Return over 5 years
- +4.8% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 44%, international fixed interest 27%, australasian equities 17%, new zealand fixed interest 12%.
Largest holdings
- Vanguard Esg Us Stock Etf 29.5%
- Ishares Global Aggregate Bond Esg Sri Ucits Etf 26.5%
- Harbour Sustainable Nz Shares Fund 16.69%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.5% |
| 2024/25 | +5.4% |
| 2023/24 | +12.9% |
| 2022/23 | −2.9% |
| 2021/22 | +2.6% |
About this fund
An InvestNow Foundation Series fund (InvestNow's low-cost house range) that blends income and growth assets through underlying ETFs and funds — international and Australasian shares plus global and New Zealand fixed interest. It applies certain responsible-investment screens. It has an annual fund charge of 0.36%.