Smiths Insurance and KiwiSaver
Smiths Insurance & KiwiSaver
← All KiwiSaver funds
Amp Kiwisaver Scheme logo

Amp Kiwisaver Scheme

Amp International Shares Fund No. 2

Aggressive·KiwiSaver fund·Risk 5/7
Run a free Health CheckSwitch your KiwiSaver03 374 6800

The Smiths take

Amp International Shares Fund No. 2 Smiths Rating B+

Smiths' editorial rating, our internal opinion based on 10-year returns, fees, and risk band fit. Not a formal credit rating or regulated star rating.

The fund matches or beats the group average on the standard Sorted measures. Read the full breakdown below.

General information only · Past performance is not a reliable indicator of future performance · For personal advice please contact us.

At a glance

This fund is for investors seeking

Three quick reads for whether the Amp International Shares Fund No. 2 fits your situation.

A 10+ years timeframe

This is a aggressive KiwiSaver fund. The provider's recommended minimum holding period sits in the 10+ years range.

A higher-risk investment

Sorted's risk indicator places this at 5 on a 1–7 scale. Bigger swings, potentially higher long-term returns.

Mostly growth assets

100% growth assets (shares, property) and 0% income assets (bonds, cash). Spread across multiple asset classes.

Snapshot

The headline numbers

Mix

99.55% / 0.45%

Growth / Income · avg 98.25% / 1.75%

Fees

0.86%

$257 on $30k · avg 1.95%

5-yr return

12.77%

Annualised, after fees & 28% PIR · avg 12.77%

What the provider says

In their own words

“This is a single sector fund with exposure to a diversified international equities portfolio. The fund aims to achieve long term capital growth through exposure to equities of companies listed on stock exchanges around the world.”
Fund start date
28 July 2016
Withdrawal rules
This is a KiwiSaver fund. generally you can withdraw only to purchase a first home, after the age of 65, or in cases of significant financial hardship.

Asset mix

What this fund actually holds

Growth assets are 99.55% of the fund, income assets the rest. The mix is the latest snapshot from Sorted, with the average for this risk band's KiwiSaver funds shown alongside.

  • Shares
    this fund
    avg

    99.55%

    avg 87.94%

  • Property
    this fund
    avg

    0.00%

    avg 8.38%

  • Other
    this fund
    avg

    0.00%

    avg 1.93%

  • Bonds
    this fund
    avg

    0.00%

    avg 0.38%

  • Cash
    this fund
    avg

    0.45%

    avg 1.37%

What it owns

Top 10 holdings. 27.44% of the fund

The rest is spread across hundreds of other positions. Full holdings live in the provider's portfolio file.

  • Nvidia Corp

    Shares

    International Equities
    US
    5.47%

  • Apple Inc

    Shares

    International Equities
    US
    4.89%

  • Microsoft Corp

    Shares

    International Equities
    US
    4.11%

  • Alphabet Inc Class C

    Shares

    International Equities
    US
    2.83%

  • Amazon.Com Inc

    Shares

    International Equities
    US
    2.76%

  • Broadcom Inc

    Shares

    International Equities
    US
    1.93%

  • Meta Platforms Inc

    Shares

    International Equities
    US
    1.62%

  • Tesla Inc

    Shares

    International Equities
    US
    1.57%

  • Alphabet Inc Class A

    Shares

    International Equities
    US
    1.17%

  • Jpmorgan Chase & Co

    Shares

    International Equities
    US
    1.09%

Fees breakdown

What you actually pay

Modelled on a $30,000 balance held for one full year. Each line shows this fund's % and dollar cost vs. the average for funds in the same risk band.

  • Management

    Charged by the fund manager, % of your balance.

    0.70%

    avg 0.73%

    $210

    avg $219

    −0.03%

  • Other

    Other potential costs not in the categories below.

    99.55%

    avg 87.94%

    -

    avg -

    +11.61%

  • Performance-based

    Higher when the fund (or underlying fund) performs well.

    0.00%

    avg -

    $0

    avg -

  • Membership

    A flat annual fee, regardless of balance or performance.

    0.08%

    avg 0.05%

    $23

    avg $16

    +0.03%

Total combined fees

Doesn't include fees for one-off activities like transferring or withdrawing.

0.86%

avg 1.95%

$257

avg $585

−1.09%

Yearly returns

12.77% per year over 5 years

Each bar is the 12-month return ending in March, after fees and 28% PIR. Past performance is not a reliable indicator of future performance.

Returns: living in the past

Seeking returns is the point of investing, but the ones shown above are already gone. they won't continue. Pick a fund based on the right mix for your situation and reasonable fees, not on past returns.

Risk indicator

Sorted risk rating: 5 of 7

The Sorted risk indicator is calculated from the last 5 years of price volatility. Higher = more ups and downs but typically higher long-term returns.

Lower risk · lower returnsHigher risk · higher returns
1
2
3
4
5
6
7

Fund details

The unsexy stats that matter

Total fund value
$61,750,494
Members
1,563
Asset liquidity ratio
100.00%
Debt ratio
0.07%
Default KiwiSaver fund
No
Fund reference
FND614

Manager

Amp Kiwisaver Scheme

Licensed with the Financial Markets Authority.

NZBN
9429038259210
FSP number
FSP25061

Smiths Health Check

Is the Amp International Shares Fund No. 2 actually the right fund for you?

Take the 90-second Health Check. We'll grade your current setup, tell you what it's costing you, and recommend the best fit from our advised panel, benchmarked against every fund in the directory, not just amp.

Our directory covers every NZ KiwiSaver fund. Our advice panel is five schemes (ANZ, Booster, Fisher Funds, Generate, Milford); recommendations land on four funds across Milford and Booster — how we're paid →

Run free Health Check
Data: Sorted Smart Investor. Returns, fees and holdings refresh quarterly. General information only. Past performance is not a reliable indicator of future performance.