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risk adjusted returns
Risk-adjusted returns

18 March 2025

Show me the money!

Returns are great! When you contribute to your KiwiSaver account and it gets invested for you, returns are the part of your overall balance that you didn’t… Read more

Investment Themes 2025   Energy transition and climate action
Investment Themes 2025: Energy Transition & Climate Action

10 March 2025

Investment Themes 2025: Energy Transition & Climate Action 

The global response to climate change presents an opportunity.  

The energy transition has created a vast, evolving world of investment opportunities across all industry… Read more

SWIF investor update mar 2025
Investment Funds Investor Update - March 2025

6 March 2025

Welcome to your March update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for March 2024. Below you will find the latest performance data and market commentary from… Read more

SWKS investor update mar 2025
KiwiSaver Scheme Investor Update - March 2025

6 March 2025

Welcome to your March update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for March 2025. Below you will find the latest performance data and market commentary from… Read more

SWIF investor update feb 2025
Investment Funds Investor Update - February 2025

12 February 2025

Welcome to your February update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for February 2024. Below you will find the latest performance data and market commentary from… Read more

Investment Themes 2025 Healthcare innovation
Investment Themes 2025: Healthcare Innovation

12 February 2025

Investment Themes 2025: Healthcare Innovation

 

We continue to favour the Healthcare Innovation investment theme in 2025.

As US president Donald Trump continues to unveil a slew of new policies, long-term structural themes… Read more

SWKS investor update feb 2025
KiwiSaver Scheme Investor Update - February 2025

12 February 2025

Welcome to your February update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for February 2025. Below you will find the latest performance data and market commentary from… Read more

SWIF investor update jan 2025
Investment Funds Investor Update - January 2025

14 January 2025

Welcome to your January update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for January 2024. Below you will find the latest performance data and market commentary from… Read more

SWKS investor update jan 2025
KiwiSaver Scheme Investor Update - January 2025

14 January 2025

Welcome to your January update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for January 2025. Below you will find the latest performance data and market commentary from… Read more

SWIF investor update dec 2024
Investment Funds Investor Update - December 2024

11 December 2024

Welcome to your December update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for December 2024. Below you will find the latest performance data and market commentary from… Read more

SWKS investor update dec 2024
KiwiSaver Scheme Investor Update - December 2024

11 December 2024

Welcome to your December update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for December 2024. Below you will find the latest performance data and market commentary from… Read more

LKS investor update nov 2024
KiwiSaver Scheme Investor Update - November 2024

14 November 2024

Welcome to your November update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for November 2024. Below you will find the latest performance data and market commentary from… Read more

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