Provider · broker-grade review
SBS WEALTH KiwiSaver
SBS WEALTH KIWISAVER SCHEME
- Funds in scheme
- 9
- Funds under management
- $1.05B
- Fee range
- 0.45–1.17%
- Best 5-yr return
- 8.93%
Returns are annualised, after fees and 28% PIR, sourced from Sorted Smart Investor (as at Q1 2026). Past performance is not a reliable indicator of future performance. General information only, not personalised advice.
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.
- →Total annual fees range from 0.45% to 1.17% depending on the fund.
- →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
- #2
- #3
Every fund in the scheme
All 9 SBS WEALTH KiwiSaver funds
Conservative · 3 funds
Lifestages Auto Option Age 65+
2.60% 5y0.96% feesReview →Sbs Wealth Income Fund
0.05% 5y0.87% feesReview →Sbs Wealth Cash Fund
-0.45% feesReview →
Balanced · 2 funds
Lifestages Auto Option Age 55 - 59
5.30% 5y1.05% feesReview →Lifestages Auto Option Age 60 - 64
3.56% 5y0.99% feesReview →
Growth · 1 fund
Lifestages Auto Option Age 50 - 54
7.08% 5y1.11% feesReview →
Aggressive · 3 funds
Sbs Wealth High Growth Fund
8.93% 5y1.17% feesReview →Lifestages Auto Option Age 0 - 49
8.90% 5y1.17% feesReview →Sbs Wealth Focused Growth Fund
-1.17% feesReview →
Should you be in SBS WEALTH?
We compare SBS WEALTH against every other NZ provider.
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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 four funds across Milford and Booster — how we're paid →