InvestNow Russell Investments NZ Fixed Interest Fund
Investnow Russell Investments NZ Fixed Interest Fund is a defensive KiwiSaver fund managed by InvestNow. It has 182 members and holds $2 million. It opened in 2020.
Fees and returns
- Annual fee
- 0.49% of your balance each year
- Return over 1 year
- +2.4% a year
- Return over 3 years
- +3.3% a year
- Return over 5 years
- +0.9% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
New zealand fixed interest 101%.
Largest holdings
- Nzgb 3% 20/04/2029 7.44%
- Nzgb 3.5% 14/04/2033 6.32%
- Nzgb 4.50% 15/04/2027 6.31%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +2.4% |
| 2024/25 | +4.5% |
| 2023/24 | +2.9% |
| 2022/23 | −0.8% |
| 2021/22 | −4.5% |
About this fund
InvestNow's wrapper access to Russell Investments' New Zealand fixed interest fund — an actively managed, diversified portfolio of mainly investment-grade NZ-dollar bonds, including government bonds. It has an annual fund charge of 0.49%.