InvestNow Foundation Series Growth Fund
Investnow Foundation Series Growth Fund is a growth KiwiSaver fund managed by InvestNow. It has 1,677 members and holds $40 million. It opened in 2020.
Fees and returns
- Annual fee
- 0.38% of your balance each year
- Return over 1 year
- +8.1% a year
- Return over 3 years
- +10.0% a year
- Return over 5 years
- +6.3% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 58%, australasian equities 22%, international fixed interest 16%.
Largest holdings
- Vanguard Esg Us Stock Etf 38.94%
- Harbour Sustainable Nz Shares Fund 22.57%
- Vanguard Esg Intl Stock Etf 19.26%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +8.1% |
| 2024/25 | +5.9% |
| 2023/24 | +16.3% |
| 2022/23 | −2.9% |
| 2021/22 | +5.0% |
About this fund
An InvestNow Foundation Series fund (low-cost house range) weighted towards growth assets with some income exposure, built through underlying ETFs and funds across international and Australasian shares and fixed interest. It applies certain responsible-investment screens. It has an annual fund charge of 0.38%.