Maritime Growth Portfolio
Growth Portfolio is a balanced KiwiSaver fund managed by Maritime. It has 65 members and holds $3 million. It opened in 2021.
Fees and returns
- Annual fee
- 0.76% of your balance each year
- Return over 1 year
- +6.0% a year
- Return over 3 years
- +9.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
What it invests in
International equities 48%, international fixed interest 27%, australasian equities 11%, new zealand fixed interest 10%.
Largest holdings
- Mercer Overseas Shares Index Portfolio 31.98%
- Nikko Wholesale Global Equity Hedged Fund 30.97%
- Hunter Global Fixed Interest Fund 10.59%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +6.0% |
| 2024/25 | +4.8% |
| 2023/24 | +17.9% |
| 2022/23 | −2.8% |
About this fund
The Maritime Growth Portfolio is a diversified fund that invests through a blend of underlying wholesale funds from several New Zealand managers (including Nikko AM, Mercer, Fisher and Hunter), combining index and actively managed strategies. It holds about 80% growth assets such as shares and about 20% income assets such as bonds and cash. It has operated since 2021 and carries an annual fund charge of 0.76%.