SBS Wealth Cash Fund
Sbs Wealth Cash Fund is a defensive KiwiSaver fund managed by SBS. It has 893 members and holds $7 million. It opened in 2025.
Fees and returns
- Annual fee
- 0.45% 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
Cash and cash equivalents 100%.
Largest holdings
- BNZ Wholesale NZ Cash Fund 96.52%
- Cash Deposit (ANZ Bank) 4.91%
- Debtors NZD 0.01%
About this fund
The SBS Wealth Cash Fund is a defensive fund invested in cash and cash equivalents — including short-dated New Zealand fixed interest — held through an underlying BNZ wholesale cash fund, with no growth assets. Its return path tracks short-term interest rates. It began in 2025 and carries an annual fund charge of 0.45%.