The information contained in this ASB website is for informational purposes and is designed for use by New Zealand residents only. No person guarantees the financial services or products offered or any of the investments or returns made in respect of the financial services or products. The financial services and products offered are subject to investment risk including loss of income and principal invested. They are subject to investment risk, including possible loss of income and principal invested.
Interests in the ASB KiwiSaver Scheme and ASB Investment Funds (Schemes) are issued by ASB Group Investments Limited, a wholly owned subsidiary of ASB Bank Limited (ASB). ASB provides administration and distribution services for the Schemes. No person guarantees interests in the Schemes. Interests in the Schemes are not deposits or other liabilities of ASB. They are subject to investment risk, including possible loss of income and principal invested. For more information see the ASB KiwiSaver Scheme Product Disclosure Statement or the ASB Investment Funds Product Disclosure Statement available from this website and the register of offers of financial products at www.disclose-register.companiesoffice.govt.nz (search for ASB).
ASB Securities Limited is an NZX firm. When you trade on the NZX markets through ASB Securities you must comply with NZX rules as outlined in the ASB Securities Trading Conduct for Online Share trading. ASB Securities terms and conditions apply. Pricing data supplied by ASX and/or NZX. ASB Cash Management Account, ASB Foreign Currency Account, ASB Margin Lending and ASB Term Deposits are provided by ASB Bank Limited. ASB term's apply. Rates and fees may change. Refer to asb.co.nz for other fees and charges. This page does not have regard to the financial situation or needs of any reader. As individual circumstances differ, you should seek appropriate professional advice. See the ASB Securities glossary for share trading and investment terms or Morningstar for research terms.
ASB Wealth Managers' disclosure statements are available on request and free of charge from your ASB Wealth Manager.
BlackRock Investment Management (Australia) Limited (BlackRock) is a wholly-owned subsidiary of BlackRock, Inc.
*Past performance does not guarantee or indicate future performance. Returns may vary over a fund’s minimum investment timeframe and longer. KiwiSaver: Morningstar KiwiSaver Survey (31 March 2026). Morningstar ranked the ASB fund 1st out of 22 funds in the Morningstar KiwiSaver Survey March Quarter 2026 within the Multisector Moderate category for the 3 years to 31 March 2026. Morningstar ranked the ASB fund 1st out of 18 funds in the Morningstar KiwiSaver Survey March Quarter 2026 within the Multisector Conservative category for the 3 years to 31 March 2026. Fees for each ASB KiwiSaver Scheme fund are at least 33% lower than the industry average (Sorted Smart Investor, 6 November 2025, based on a $30,000 balance). For more information, see our KiwiSaver returns page. Investment Funds: Morningstar NZ Multisector Fund Universe (31 March 2026). Morningstar ranked the ASB fund 1st out of 17 funds in the Morningstar New Zealand Multisector Fund Universe data March Quarter 2026 within the Multisector Moderate category for the 3 years to 31 March 2026. For more information, see our Investment Funds returns page.
© 2026 Morningstar All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind, whether investment, tax, legal or otherwise and 5) has been prepared for New Zealand wholesale clients of Morningstar Research Ltd, subsidiary of Morningstar, Inc and is not intended for New Zealand retail clients. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results.
**Morningstar Awards 2026 © Morningstar, Inc. All Rights Reserved. ASB is awarded Fund Manager of the Year, KiwiSaver category, New Zealand.