SBS Wealth Focused Growth Fund
Sbs Wealth Focused Growth Fund is an aggressive KiwiSaver fund managed by SBS. It has 6,512 members and holds $24 million. It opened in 2025.
Fees and returns
- Annual fee
- 1.20% 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 101%.
Largest holdings
- Alphabet Inc Class A 8.03%
- Taiwan Semiconductor-SP ADR 7.97%
- JPMorgan Chase & Co 7.46%
About this fund
The SBS Wealth Focused Growth Fund is an aggressive fund that invests in a concentrated selection of international shares with a small cash allocation, managed with a higher-conviction approach than a broad index. It carries a guardrail: no more than 25% of a member's total investment can be allocated to it. Suggested for a minimum timeframe of ten years, it began in 2025 and carries an annual fund charge of 1.2%.