NZ Funds Inflation Strategy Fund

NZ Funds Income Strategy Fund NZ Funds Inflation Strategy Fund NZ Funds Growth Strategy Fund

NZ Funds Inflation Strategy Fund

The NZ Funds Inflation Strategy Fund is designed to help investors protect their savings from the erosive effects of inflation. It does this by investing in a diverse mix of assets that are typically well-positioned to benefit from rising prices, such as commodities, inflation-linked bonds, and currencies. The fund also incorporates other asset classes that can perform well during inflationary periods, providing flexibility to adjust allocations based on changing economic conditions. By focusing on assets with the potential to generate returns that outpace inflation, the fund aims to preserve the real value of investors' savings over time.

This fund is particularly suitable for investors who are concerned about the long-term impact of inflation on their purchasing power and want a dedicated solution for inflation protection. It can be used to complement existing KiwiSaver portfolios or other investment strategies by adding an extra layer of defense against rising prices. With its dynamic approach to asset allocation, the NZ Funds Inflation Strategy Fund seeks to deliver strong performance across various economic environments, making it a versatile choice for those looking to navigate uncertain inflationary cycles and enhance their retirement savings.

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Fund Summary

1 Year Return 13.37%

5 Year Return 3.17%

Risk Rating

Lower

Higher

Fund Fees 1.42% + $29.76pa

About Balanced Funds

A balanced KiwiSaver fund puts your money in safe places like cash and bonds, as well as riskier ones like stocks, infrastructure, and property. This helps your savings grow steadily without big ups and downs, which is great if you don’t like taking
risks.

Balanced Funds Returns

Fund	12 Month Returns	3 Year Returns	5 Year Returns
Generate Moderate Fund	8.70%	2.60%	4.30%
Pathfinder Balanced Fund	12.50%	4.10%	7.70%
Milford Balanced Fund	9.30%	4.30%	7.10%
NZ Funds Inflation Strategy Fund	13.37%	-3.85%	3.17%

Please Note

Past performance is not necessarily an indicator of future performance and return periods may differ.

Returns are after fees and before taxes.

Performance numbers supplied directly from the providers rather than calculated independently by Savvy Saver.

If you choose to apply via Savvy Saver, you understand that these results are generalized advice to you and do not constitute personalized advice.

Any questions? Click here to contact our Finance Advisors.

Let's Get Started

Want to use our matching tool to find your perfect fund - just click 'Find Your Fund' below. Or if you have decided NZ Funds Inflation Strategy Fund is for you then click 'Apply Now'.

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Frequently Asked Questions

Please read our FAQs page to find out more.

Is Savvy Saver free to use?

Savvy Saver is free for users with the exception of any users who chose a Milford KiwiSaver Scheme. For any client choosing a Milford KiwiSaver Scheme will have a $150 brokerage fee deducted from their KiwiSaver balance.

Do I need to create an account?

You can explore Savvy Saver and get personalized scheme recommendations without creating an account. However, registering allows you to save your preferences and revisit your personalized recommendations at any time.

How does Savvy Saver ensure the recommended schemes are reliable?

We partner with reputable KiwiSaver providers and continuously monitor the performance and compliance of all listed schemes to ensure they meet high standards of reliability and trust.

Can I change my investment preferences later?

Absolutely! You can update your preferences at any time through your Savvy Saver dashboard to reflect changes in your investment goals or financial situation.

What makes Savvy Saver different from other KiwiSaver comparison tools?

Unlike other tools that may require extensive research or consultations, Savvy Saver offers a streamlined online experience that quickly matches you with a suitable KiwiSaver scheme based on a tailored questionnaire, all without needing to make a phone call.

How is my personal information protected?

Savvy Saver adheres to strict privacy policies and uses advanced security measures to protect all personal information you share with us.

Will I be charged any fees for signing up through Savvy Saver?

Signing up for KiwiSaver schemes through Savvy Saver incurs no additional fees with the exception of Milford KiwiSaver Schemes. For any client choosing a Milford KiwiSaver Scheme will have a $150 brokerage fee deducted from their KiwiSaver balance.

How often should I review my KiwiSaver scheme?

It’s a good idea to review your KiwiSaver scheme annually or whenever there are significant changes in your financial situation or investment goals.

What should I do if my financial situation changes?

We recommend using our matching tool to reflect any significant changes in your financial situation. This will help us adjust our recommendations to better suit your new circumstances.

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Yes, Savvy Saver is fully optimized for mobile devices, allowing you to access your account and review recommendations on the go.

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