InvestNow Te Ahumairangi Global Equity Fund
Investnow Te Ahumairangi Global Equity Fund is an aggressive KiwiSaver fund managed by InvestNow. It has 436 members and holds $34 million. It opened in 2021.
Fees and returns
- Annual fee
- 0.62% of your balance each year
- Return over 1 year
- +19.3% a year
- Return over 3 years
- +19.3% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 95%.
Largest holdings
- Microsoft Corp 4.36%
- Verizon Communications 2.97%
- Apple Inc 2.26%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +19.3% |
| 2024/25 | +17.0% |
| 2023/24 | +21.8% |
| 2022/23 | +8.8% |
About this fund
InvestNow's wrapper access to the Te Ahumairangi Global Equity Fund, managed by Te Ahumairangi Investment Management — an actively managed global shares fund built to hold up relatively well when equity markets are weak. It has an annual fund charge of 0.62%.