InvestNow Foundation Series US 500 Fund
Investnow Foundation Series US 500 Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 1,892 members and holds $68 million. It opened in 2023.
Fees and returns
- Annual fee
- 0.03% of your balance each year
- Return over 1 year
- +15.2% a year
- Return over 3 years
- +20.3% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 100%.
Largest holdings
- Vanguard S&P 500 Etf 99.68%
- Cash At Bank (Bnz) 0.31%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +15.2% |
| 2024/25 | +12.9% |
| 2023/24 | +33.7% |
About this fund
An InvestNow Foundation Series fund (low-cost house range) tracking the largest US companies through a Vanguard S&P 500 ETF, unhedged to the New Zealand dollar. It has an annual fund charge of 0.03%.