Compare Investment Options

The Compare Investment Options provides you with the key summary information about the investment options available in each of the major Master Trust product in New Zealand.   

ASFONZ cannot guarantee future returns and does not endorse any Master Trust scheme or provider.   We strongly recommend you seek independent financial advice.   See our disclaimer.

Here you can find out which Master Trust providers make available investment options in each of the following :

  • Conservative Proportion of growth assets under 40%.
    A low 'risk profile' Master Trust investment option.
  • Balanced Proportion of growth assets between 40% and 70%.
    A medium 'risk profile' Master Trust investment option.
  • Growth Proportion of growth assets over 70%.
    A high 'risk profile' Master Trust investment option.
 

To understand your risk profile please visit the sorted calculator.

What is a "growth" asset?

The following asset classes are commonly referred to as "growth" assets - NZ Shares, overseas shares, NZ Property, overseas property and some alternative assets.