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© Guardians of New Zealand Superannuation
Te Kaitiaki Tahua Penihana Kaumātua o Aotearoa /
About the Guardians
How we invest
NZ Super Fund performance
Publications
News
Careers

close menu About the Guardians
Purpose and mandate
NZ Super Fund story
Governance
Board Delegations Risk management
Management
Leadership Team Investment Committee Risk Committee
Reporting
close menu How we invest
Beliefs
Our investment advantages
Long-term investing
Balancing risk and return
Risk and volatility
Reference portfolio
Actual portfolio
Risks How we add value
Strategic tilting Director governance Derivatives
Investment managers
Evaluation Our managers
Sustainable finance
Integration Engagement Exclusions Ownership and voting
How we voted
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Investing in New Zealand
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close menu Careers
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About the Guardians
How we invest
NZ Super Fund performance
Publications
News
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About the Guardians
Purpose and mandate
NZ Super Fund story
Governance
Board
Delegations
Risk management
Management
Leadership Team
Investment Committee
Risk Committee
Reporting
Back
How we invest
Beliefs
Our investment advantages
Long-term investing
Balancing risk and return
Risk and volatility
Reference portfolio
Actual portfolio
Risks
How we add value
Strategic tilting
Director governance
Derivatives
Investment managers
Evaluation
Our managers
Sustainable finance
Integration
Engagement
Exclusions
Ownership and voting
How we voted
Collaboration
Climate change
Measuring our sustainable finance performance
Investing in New Zealand
Back
NZ Super Fund performance
Investment performance
Cost of government borrowing
Passive benchmark
Long-term performance expectation
Monthly performance data
Cost
Best practice
Awards
Transparency and reporting
Back
Publications
Annual Report
Disclosures
Portfolio Disclosures
Gifts and hospitality
Letters of Expectations
Official Information Act
Proactive disclosures
Select Committee responses
Substantial product holdings
Tax
Papers, reports and reviews
Policies
Statement of Intent and Statement of Performance Expectations
Submissions
Back
News
Alex Bacchus appointed Acting NZ Super Fund CIO
Stakeholder update - May 2024
Beachlands rezoning welcomed by NZ Super
Hinerangi Raumati-Tu’ua appointed to Guardians of NZ Superannuation Board
Guardians of NZ Superannuation confirms CIO resignation
Guardians of NZ Superannuation appoints Jo Townsend as Chief Executive Officer
John Williamson appointed Chair of the Guardians of New Zealand Superannuation
NZ Superannuation Fund now worth close to $70 billion
Back
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Our people
Our organisation
Our benefits
Our work



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INVESTING FOR NEW ZEALAND

NZD $76,372,379,838

Find out more about the NZ Super Fund’s performance benchmarks and how it has
performed since investing began in 2003. Monthly and annual data is provided.

NZ Super Fund Performance

NZ SUPER FUND EXPLAINED

The NZ Super Fund will help pay the cost of universal pensions for future
generations of New Zealanders.

About the Guardians

A GROWTH INVESTOR

In keeping with its long-term investment horizon, the NZ Super Fund is weighted
towards growth assets such as shares.

How we invest



SUSTAINABLE INVESTMENT DELIVERING STRONG RETURNS FOR ALL NEW ZEALANDERS

For the first time we can report our performance on a 20 year rolling basis.
It's great to be able to say we've come through all the market ups and downs
well ahead of our performance benchmark. But this is just the beginning and
we're looking forward to what the next 20 years will bring.

 

There's more to our story

AT A GLANCE

RATE OF RETURN P.A


9.9%

before nz tax, after costs

VALUE ADDED


$16.9B

vs passive benchmark

FIGURES AS AT 31 MAY 2024

PURPOSE AND MANDATE



Read our Annual Report


LATEST NEWS

View All

7 June 2024

ALEX BACCHUS APPOINTED ACTING NZ SUPER FUND CIO


13 May 2024

STAKEHOLDER UPDATE - MAY 2024


15 April 2024

BEACHLANDS REZONING WELCOMED BY NZ SUPER


5 April 2024

HINERANGI RAUMATI-TU’UA APPOINTED TO GUARDIANS OF NZ SUPERANNUATION BOARD


HOW WE INVEST

Learn more about our investment beliefs and policies, reference portfolio
approach to investing and process for appointing and monitoring external
investment managers.


SUSTAINABLE INVESTMENT

We integrate environmental, social and governance factors into our investment
process and ownership activities.


INVESTMENT PERFORMANCE

Find out how our investments are performing.

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ELEVATE NZ VENTURE FUND

In 2019 legislation passed by Parliament established a fifteen year venture
capital fund, administered by the Guardians under a new mandate, run separately
from the NZ Super Fund.


THE NZ SUPER FUND STORY

Created in 2001 after an extensive public and Parliamentary debate, the Fund is
a way for New Zealand to save now in order to make future superannuation costs
more affordable. It’s needed because New Zealand’s population is getting older.


TARANAKI OFFSHORE WIND

The NZ Super Fund and Copenhagen Infrastructure Partners are excited to
accelerate efforts to bring large scale offshore wind to South Taranaki –
supporting New Zealand’s 2030 renewable energy ambitions, and a clean energy
transition for the Taranaki region.


CLIMATE CHANGE

We factor the risks and opportunities stemming from climate change into our
investment strategies and ownership practices. Our goal is to make the NZ Super
Fund more resilient to climate-related risk.


ELEVATE NZ VENTURE FUND

In 2019 legislation passed by Parliament established a fifteen year venture
capital fund, administered by the Guardians under a new mandate, run separately
from the NZ Super Fund.


THE NZ SUPER FUND STORY

Created in 2001 after an extensive public and Parliamentary debate, the Fund is
a way for New Zealand to save now in order to make future superannuation costs
more affordable. It’s needed because New Zealand’s population is getting older.


TARANAKI OFFSHORE WIND

The NZ Super Fund and Copenhagen Infrastructure Partners are excited to
accelerate efforts to bring large scale offshore wind to South Taranaki –
supporting New Zealand’s 2030 renewable energy ambitions, and a clean energy
transition for the Taranaki region.


CLIMATE CHANGE

We factor the risks and opportunities stemming from climate change into our
investment strategies and ownership practices. Our goal is to make the NZ Super
Fund more resilient to climate-related risk.




WE DO NOT MANAGE PEOPLE’S PRIVATE SAVINGS

The NZ Super Fund invests Government capital contributions, and the returns from
those investments, to contribute to the Government's cost of paying
superannuation entitlements in the future.

Note: Be aware some scammers claim to represent the NZ Super Fund, particularly
through social media. We do not invest on behalf of private individuals and we
will never contact individuals with investment opportunities.

Report a scam


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