Lower interest rates got you down?
Let's talk investment funds.
Your investments, grown with care
Interest rate drops are good when you have a mortgage, but they might not help grow your savings as quickly as you’d like.
Actually, scratch that. Interest rate drops can be terrible news if you’re relying on interest to grow your savings.
That’s why we’re here to save your savings.
With an SBS Wealth investment fund your investment will be actively managed by our local fund management team. Experienced, real people whose only job is to deliver the performance you need to meet your goals.
Investment options for all
Choose between Conservative, Balanced, Growth or High Growth investment strategies based on your appetite for risk and return.
Each strategy draws upon a mix of the portfolios listed in the Fund Performance table below, and your choice will let our team know how to manage your money, and from the moment you make that choice they’ll be working to deliver for you.
There’s heaps of flexibility too – no being tied in for set periods of time. You’re free to add or withdraw from your funds at any time.
If that holds more interest than your savings are paying, read on!
High Growth
The Strategy aims to achieve higher capital growth and income returns over the long term, with higher ups and downs in value.
Growth
The Strategy aims to achieve high capital growth and income returns over the long term, with high ups and downs in value.
Balanced
The Strategy aims to achieve medium capital growth and income returns over the medium to long term, with medium ups and downs in value.
Conservative
The Strategy aims to achieve low to medium capital growth and income returns over the medium term, with low to medium ups and downs in value.
Fund Performance Overview
Click on the Fund name to view more information including the benchmark asset allocation and latest unit price.
SBS Wealth Limited is the issuer and manager of the SBS Wealth Investment Funds. Each portfolio invests in different types of investments.
Important Information: Fund performance figures have been annualised where the performance period is more than one year. Performance is after fees, and before tax.
The returns are not the returns individual investors would have received as this will depend on the prices at which units are purchased on the date that contributions were received for each investor.
Please note that past performance is not necessarily indicative of future returns. Returns can be positive or negative, and returns over different time periods may vary. No returns are promised or guaranteed.
Disclaimer: While all care has been taken in the display of these fund performance figures, neither SBS Wealth Limited nor any other person accepts responsibility for any errors.
Expert management
SBS Wealth Investment Funds are expertly managed by our own experienced team. They constantly monitor the markets for opportunities and risks and adjust your investments as needed.
Advice on tap
When you invest with SBS Wealth, we answer to you – and that includes answering the phone. Access to our professional investment advisors via phone or email is free of charge.
Balance is everything
Your SBS Wealth Investment Fund will never put all its eggs in one basket. Your investment will contain a mix of New Zealand and international shares and bonds, balanced according to your time frame, goals and risk appetite.
155 years' experience
SBS Wealth is a division of SBS Bank which in one form or another has been around since 1869. From day one, we have been a mutual society – 100% owned by our members. So at SBS Wealth we answer only to our customers and the members who own us, not overseas shareholders.
Let's talk
We’re all about personal service, so if your savings need saving, let’s start with a conversation with one of our professional Financial Advisers.
Ready to act?
Get started for as little as $500.