SBS Wealth High Growth

SBS Wealth High Growth has claimed first place in the Aggressive category over five years, a run that puts it ahead of far larger rivals despite managing under half a billion dollars. More than a third of the fund sits in a single position: the Dimensional Global Sustainability hedged fund, a concentration that shapes its entire international equity exposure.

The portfolio blends wholesale fund positions with direct shareholdings, a structure that shows most clearly in the New Zealand allocation. Fisher & Paykel Healthcare, Contact Energy and Infratil each hold more than 1.5 percent of the fund, while nearly 22 percent sits in Australasian shares overall. International equities make up 72 percent, with emerging markets and climate-focused mandates layered alongside the core Dimensional holding. Nvidia appears as the only directly held international stock in the top ten. The fund charges 1.2 percent annually in total fees, with 0.81 percent going to management and 0.36 percent to other costs.

Its three-year return of 17.4 percent puts it second in category, while the one-year figure of 11.2 percent places it 14th. Growth assets account for 95 percent of the portfolio, with the remainder in cash and a small listed property position. The fund carries a risk level of six, reflecting its near-total equity tilt and concentration in actively managed and thematic strategies.

General information only, not financial advice. Past performance is not a reliable indicator of future results.