Provider · broker-grade review

SBS WEALTH KiwiSaver

SBS WEALTH KIWISAVER SCHEME

Funds in scheme: 9
Funds under management: $1.05B
Best 5-yr return: 8.93%

Returns are annualised, after fees and 28% PIR, sourced from Sorted Smart Investor (as at Q2 2026). Past performance is not a reliable indicator of future performance. General information only, not personalised advice.

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The Smiths take

What we know about SBS WEALTH KiwiSaver

→SBS WEALTH runs 9 KiwiSaver funds across 4 risk bands. covering Conservative, Balanced, Growth and Aggressive.
→Best 5-yr annualised return in the scheme is 8.93% (after fees & 28% PIR).
→Scheme manages $1.05B in total.

Smiths' top picks from SBS WEALTH

The 3 SBS WEALTHfunds we'd look at first

#1
Aggressive
Sbs Wealth High Growth Fund
8.93% 5-yr return
#2
Aggressive
Lifestages Auto Option Age 0 - 49
8.90% 5-yr return
#3
Growth
Lifestages Auto Option Age 50 - 54
7.08% 5-yr return

Every fund in the scheme

All 9 SBS WEALTH KiwiSaver funds

Should you be in SBS WEALTH?

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

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