Designed for long-term capital growth, the NZ 20 fund invests in 20 of the largest companies listed on the NZX.
5 year p.a. index return as at 31 October 2023
Indicative dividend yield as at 31 October 2023
Management fee p.a.
Invest in 20 of the largest listed blue-chip companies in New Zealand that are collectively worth over $100 billion. This fund tracks the S&P/NZX 20 Index and provides broad diversification across a range of sectors including utilities, real estate, telecommunication and healthcare. Large and liquid, these companies account for much of the daily trading on the NZX and their competitive positioning means these companies have been more resilient to market declines. This fund is likely to fluctuate with the world view of New Zealand, including our exchange rate, interest rate and export appeal.
As at October 31, 2023
Transparency is key and we think you should know which companies you own within our Fund. There are currently 20 companies in the Fund, spread across 9 sectors. You can find out more about constituent selection here.
Fisher & Paykel Healthcare Corp Ltd
Auckland International Airport
Spark New Zealand Limited (NZ Registered)
Contact Energy Ltd
Range of returns
The lowest and highest 12 month returns, in 5 years to the end of October 2023*
Growth of $10k
For the 5 years to 31 October 2023, an investment of $10,000 would be up 37.38%*
The fund is designed to provide long-term capital growth and income generation.
*These are the gross index returns, not including fees or taxes.
As at October 31, 2023
Fund returns are after fees and at 0% PIR tax. See our full performance disclaimer for more details.
The risk indicator reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. The lowest risk rating doesn’t mean “risk-free” and this risk indicator is not a guarantee of a Fund’s future performance.
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