Category medians

Average NZ managed fund returns, by category

Year-by-year median after-fee returns across each fund category, computed from every fund's own FMA-mandated disclosure. Pick a category for the full year-by-year table. Past performance is not a reliable indicator of future returns.

Diversified

6.24%

median after-fee return, 2026 (59 funds) · record 2013–2026

Australasian Equities

4.32%

median after-fee return, 2026 (35 funds) · record 2013–2026

International Equities

14.78%

median after-fee return, 2026 (55 funds) · record 2013–2026

NZ Fixed Interest

2.61%

median after-fee return, 2026 (13 funds) · record 2013–2026

International FI

1.57%

median after-fee return, 2026 (24 funds) · record 2013–2026

Listed Property

4.97%

median after-fee return, 2026 (10 funds) · record 2013–2026