Cash and Cash Equivalents: 5-year return leaderboard
Funds holding bank deposits and short-term money-market instruments. Lowest-risk fund category; income-focused.
1 Cash fund with five years of history, ranked by return after fees and tax. Figures observed 2026-05-22.
| # | Fund | 5-yr returnp.a., after fees & tax |
|---|---|---|
| 1 | Summer New Zealand Cash Summer · Cash | 2.41% |
Other category leaderboards
Methodology & sources
Five-year return is the per-annum return after fund charges and tax published on Sorted Smart Investor, drawn from each fund's Quarterly Fund Update on the FMA Disclose register. "vs category average" is each fund's 5-year return minus the peer-group average for Cash funds, in percentage points. Funds with less than five years of history are not ranked.
Past performance is not indicative of future returns. Fees, strategy, risk level and tax treatment all matter alongside historical return. ManagedFundsNZ provides information only, not personalised financial advice — for advice, see a licensed financial adviser.
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