InvestNow Foundation Series Hedged US 500 Fund
Investnow Foundation Series Hedged US 500 Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 449 members and holds $10 million. It opened in 2024.
Fees and returns
- Annual fee
- 0.03% of your balance each year
- Return over 1 year
- +14.2% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 105%.
Largest holdings
- Vanguard S&P 500 Etf 105.23%
- Cash At Bank (Bnz) 0.34%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +14.2% |
| 2024/25 | +6.3% |
About this fund
An InvestNow Foundation Series fund (low-cost house range) tracking the largest US companies through a Vanguard S&P 500 ETF, with currency hedged back to the New Zealand dollar. It has an annual fund charge of 0.03%.