Term deposit and Term PIE rates

Returns on YouWealth managed funds 

BNZ YouWealth fund performance to 30 April 2021^.

Returns are calculated after deducting management fees and before deducting tax. 

  CONSERVATIVE Fund MODERATE Fund BALANCED Fund BALANCED GROWTH Fund Growth Fund
1 month 0.55% 1.00% 1.43% 1.54% 1.83%
3 months -0.09% 1.36% 2.68% 3.15% 4.17%
1 year 4.64% 9.47% 14.22% 16.54% 20.78%
3 years (per annum) N/A N/A N/A N/A N/A
5 years (per annum) N/A N/A N/A N/A N/A
Since inception (per annum)
4.87% 6.56% 8.00% 9.47% 10.26%

The three-year and five-year returns are not yet available as the inception date of the YouWealth funds was 21 May 2018. Performance information will be added over time as return periods are reached.