InvestNow Foundation Series Total World Fund
Investnow Foundation Series Total World Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 3,126 members and holds $164 million. It opened in 2023.
Fees and returns
- Annual fee
- 0.07% of your balance each year
- Return over 1 year
- +19.0% a year
- Return over 3 years
- +18.8% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 100%.
Largest holdings
- Vanguard Total World Stock Etf 100.0%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +19.0% |
| 2024/25 | +11.5% |
| 2023/24 | +26.5% |
About this fund
An InvestNow Foundation Series fund (low-cost house range) giving global share exposure through a Vanguard total-world ETF — large, mid and small companies worldwide — unhedged to the New Zealand dollar. It has an annual fund charge of 0.07%.