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Gareth Morgan's KiwiSaver Account

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Account summary


30 April 2013 - Gareth Morgan


Overview

Account balance $16,627.31
Total contributions $15,058.88
Simple return since inception (after tax and fees) 10.4%
Fees paid for month $13.91
1 month return (after tax and fees) 0.8%

Investment direction

Cash 0%
The Cash investment portfolio holds 100% in cash – no shares or fixed interest assets. This type of investment portfolio is generally more suitable for people with essentially no tolerance for risk or declines in the value of their member account and who may want to draw on their investment in the next 12 months.
Cash Plus 0%
The CashPlus investment portfolio holds up to 60% in fixed interest assets. The balance of this investment portfolio is held in cash. There are no shares. This type of investment portfolio is generally more suitable for people with a short investment timeframe (one to two years) or those who are more risk averse and have minimal tolerance for declines in the value of their member account.
Conservative 100%
The Conservative investment portfolio holds up to 20% in shares with the balance invested in a combination of cash and fixed interest assets. This type of investment portfolio is generally more suitable for people with a short investment timeframe (one to five years) or those who are risk averse and who can tolerate the occasional decline in the value of their member account.
Balanced 0%
The Balanced investment portfolio holds up to 70% in shares, with the balance in cash and fixed interest assets. This type of investment portfolio is generally more suitable for investors with a medium-term investment timeframe (five to ten years) or those who have a moderate appetite for risk and tolerance for declines in the value of their member account.
Growth 0%
The Growth investment portfolio can hold up to 100% in shares (but will usually have a proportion invested in fixed interest and cash assets). This type of investment portfolio is generally more suitable for investors with a longer investment timeframe (in excess of ten years) and who have a greater tolerance for declines in the value of their member account.

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