KiwiWrap Growth Fund
Growth Fund is a growth KiwiSaver fund managed by KiwiWrap. It has 96 members and holds $7 million. It opened in 2025.
Fees and returns
- Annual fee
- 0.75% of your balance each year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 55%, australasian equities 25%, international fixed interest 13%, new zealand fixed interest 6%.
Largest holdings
- Dimensional Global Sustainability PIE Fund (NZD Hedged) 15.01%
- Dimensional Global Bond Sustainability Trust NZD Class 12.98%
- Dimensional Australian Sustainability Trust 7.96%
About this fund
The Growth Fund is a diversified growth fund that invests through underlying funds rather than holding assets directly — mainly Dimensional sustainability trusts, with some Kernel ESG exposure — reflecting the scheme's evidence-based (research-driven) approach and a sustainability screen. It is weighted towards growth assets, with international shares the largest allocation alongside Australasian shares and a smaller holding in international fixed interest. It is designed for an investment horizon of at least ten years and carries an annual fund charge of 0.75%.