SBS Wealth High Growth Fund
Sbs Wealth High Growth Fund is an aggressive KiwiSaver fund managed by SBS. It has 17,708 members and holds $477 million. It opened in 2015.
Fees and returns
- Annual fee
- 1.17% of your balance each year
- Return over 1 year
- +11.7% a year
- Return over 3 years
- +12.3% a year
- Return over 5 years
- +7.4% a year
Figures are after fees and tax, as at Q3 2026, sourced from the FMA Disclose Register.
How it compares
Over the last five years this fund returned +7.4% a year. The median for mainstream aggressive funds over the same period was +6.1% a year, across 13 funds. This fund is ahead of that median, by 1.3 percentage points.
What it invests in
International equities 72%, australasian equities 22%.
Largest holdings
- Dimensional Global Sustainability PIE Fund (NZD Hedged) 36.68%
- Schroder Global Emerging Markets Fund 5.91%
- Dimensional Australian Sustainability PIE Fund 4.88%
Year by year
| Financial year | Return |
|---|---|
| 2025/26 | +11.7% |
| 2024/25 | +4.9% |
| 2023/24 | +21.0% |
| 2022/23 | −3.0% |
| 2021/22 | +3.4% |
| 2020/21 | +32.8% |
| 2019/20 | −8.3% |
| 2018/19 | +7.8% |
| 2017/18 | +5.6% |
| 2016/17 | +11.7% |
About this fund
The SBS Wealth High Growth Fund is an aggressive fund that invests primarily in a broad spread of Australasian and international shares with a small cash allocation, built through underlying funds. It is the main growth building block in the SBS Wealth range. Suggested for a minimum timeframe of seven years, it has operated since 2015 and carries an annual fund charge of 1.17%.