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Investments
Sorry, we're no longer offering new investment opportunities.
Were you a member of a superannuation fund with Asteron Life?
We have wound up two superannuation plans – the Asteron Superplan and the Asteron Retirement Savings Plan – effective from 31st March 2021.
If you were a member invested in either of these plans and you have not yet received the payout of your investment balance, please refer to the Unclaimed Money section of the Treasury website, under the heading 'Trust Money'.
For any enquiries, please contact the Legal group of the Treasury by email legal@treasury.govt.nz or by telephone +64 4 917 6127.
Investment Publications
Six Monthly Investment Updates
Independent research on Asteron Life
Nikko Asset Management Market Updates
Reporting Changes
Please note Zenith reports have now been discontinued. The final Investment Performance Monthly Update and Independent Research were provided as at 30 June 2022. You can still access detailed six-monthly updates and unit prices as usual.
If you have further questions regarding your investments, please first view our FAQ section, alternatively contact your financial advisor.
Investment FAQs
Please refer to the resources on the Asteron Life website for detailed 6 monthly updates on fund performance, asset allocations as well as information about our fund managers Nikko AM and Columbia Threadneedle.
Customer statements including fund values will continued to be mailed at the usual frequency.
Unit prices are available and updated frequently for all investment products simply enter in your plan number or plan type here.
Star ratings were provided by Zenith Investment partners (previously Fundsource) who have removed their services from New Zealand, unfortunately these are no longer available.
FMCA Publications
Asteron Superplan
Fund Updates are not required to be submitted because the Scheme has been closed, effective 31 March 2021.
2021
2020
2019
2018
2017
Asteron Superplan 2000
Fund Updates are not required to be submitted because the Scheme has been closed, effective 31 March 2021.
2021
Asteron Superplan 2000 Dynamic Fund
Asteron Superplan 2000 NZ Bond Fund
Asteron Superplan 2000 Balanced Fund
Asteron Superplan 2000 Conservative Fund
Asteron Superplan 2000 Global Bond Fund
Asteron Superplan 2000 Aggressive Fund
Asteron Superplan 2000 North American Fund
Asteron Superplan 2000 Global Fund
Asteron Superplan 2000 Capital Fund
2020
Asteron Superplan 2000 Dynamic Fund
Asteron Superplan 2000 NZ Bond Fund
Asteron Superplan 2000 Balanced Fund
Asteron Superplan 2000 Conservative Fund
Asteron Superplan 2000 Global Bond Fund
Asteron Superplan 2000 Aggressive Fund
Asteron Superplan 2000 North American Fund
Asteron Superplan 2000 Global Fund
Asteron Superplan 2000 Capital Fund
2019
Asteron Superplan 2000 Dynamic Fund
Asteron Superplan 2000 NZ Bond Fund
Asteron Superplan 2000 Balanced Fund
Asteron Superplan 2000 Conservative Fund
Asteron Superplan 2000 Global Bond Fund
Asteron Superplan 2000 Aggressive Fund
Asteron Superplan 2000 North American Fund
Asteron Superplan 2000 Global Fund
Asteron Superplan 2000 Capital Fund
2018
Asteron Superplan 2000 Dynamic Fund
Asteron Superplan 2000 NZ Bond Fund
Asteron Superplan 2000 Balanced Fund
Asteron Superplan 2000 Conservative Fund
Asteron Superplan 2000 Global Bond Fund
Asteron Superplan 2000 Aggressive Fund
Asteron Superplan 2000 North American Fund
Asteron Superplan 2000 Global Fund
Asteron Superplan 2000 Capital Fund
2017
Asteron Superplan 2000 Dynamic Fund
Asteron Superplan 2000 NZ Bond Fund
Asteron Superplan 2000 Balanced Fund
Asteron Superplan 2000 Conservative Fund
Asteron Superplan 2000 Global Bond Fund
Asteron Superplan 2000 Aggressive Fund
Asteron Superplan 2000 North American Fund
Asteron Superplan 2000 Global Fund
Asteron Superplan 2000 Capital Fund
Asteron Retirement Savings Plan
Fund Updates are not required to be submitted because the Scheme has been closed, effective 31 March 2021.
2021
Asteron Retirement Savings Plan Conservative Fund
Asteron Retirement Savings Plan Managed Neutral Fund
Asteron Retirement Savings Plan Managed Growth Fund
Asteron Retirement Savings Plan NZ Equity Fund
Asteron Retirement Savings Plan NZ Property Fund
Asteron Retirement Savings Plan NZ Fixed Interest Fund
Asteron Retirement Savings Plan International Equity Fund
Asteron Retirement Savings Plan Deposit Fund
Asteron Retirement Savings Plan International Fixed Interest Fund
2020
Asteron Retirement Savings Plan Conservative Fund
Asteron Retirement Savings Plan Managed Neutral Fund
Asteron Retirement Savings Plan Managed Growth
Asteron Retirement Savings Plan NZ Equity Fund
Asteron Retirement Savings Plan NZ Property Fund
Asteron Retirement Savings Plan NZ Fixed Interest Fund
Asteron Retirement Savings Plan International Equity Fund
Asteron Retirement Savings Plan Deposit Fund
Asteron Retirement Savings Plan International Fixed Interest Fund
2019
Asteron Retirement Savings Plan Conservative Fund
Asteron Retirement Savings Plan Managed Neutral Fund
Asteron Retirement Savings Plan Managed Growth
Asteron Retirement Savings Plan NZ Equity Fund
Asteron Retirement Savings Plan NZ Property Fund
Asteron Retirement Savings Plan NZ Fixed Interest Fund
Asteron Retirement Savings Plan International Equity Fund
Asteron Retirement Savings Plan Deposit Fund
Asteron Retirement Savings Plan International Fixed Interest Fund
2018
Asteron Retirement Savings Plan Conservative Fund
Asteron Retirement Savings Plan Managed Neutral Fund
Asteron Retirement Savings Plan Managed Growth
Asteron Retirement Savings Plan NZ Equity Fund
Asteron Retirement Savings Plan NZ Property Fund
Asteron Retirement Savings Plan NZ Fixed Interest Fund
Asteron Retirement Savings Plan International Equity Fund
Asteron Retirement Savings Plan Deposit Fund
Asteron Retirement Savings International Fixed Interest Fund
2017
Asteron Retirement Savings Plan Conservative Fund
Asteron Retirement Savings Plan Managed Neutral Fund
Asteron Retirement Savings Plan Managed Growth
Asteron Retirement Savings Plan NZ Equity Fund
Asteron Retirement Savings Plan NZ Property Fund
Asteron Retirement Savings Plan NZ Fixed Interest Fund
Asteron Retirement Savings Plan International Equity Fund
Asteron Retirement Savings Plan Deposit Fund
Asteron Retirement Savings International Fixed Interest Fund
Asteron Retirement Plus Personal Superannuation Plan
Fund Updates are not required to be submitted because the Scheme has been closed, effective 29 June 2017