The Business Advisory Blog

The Business Advisory Blog

Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

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Vanessa Williams
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New Zealand’s sovereign wealth fund leads the world in long-term investment returns

New Zealand’s Superannuation Fund has been named the best-performing sovereign wealth fund globally over the past two decades, delivering a standout annualised return of 10.03%.

According to the latest GlobalSWF rankings, the fund outperformed the global average for sovereign wealth funds (6.4%) and pension funds (6.8%) by a considerable margin.

The Fund also topped the 10-year performance chart with an annualised return of 10.33%, further solidifying New Zealand’s global reputation for stable, effective fund management.

NZ Super Fund Chief Executive credited the long-term success to the Fund’s growth-oriented strategy and strong global equity exposure, with equities currently making up about 60% of the portfolio.

She also noted the Fund’s consistent outperformance of its benchmark and long-term expectations through active investment strategies. “Maintaining focus through the ups and downs of global markets has been key,” Jo Townsend said.

GlobalSWF compared the performance of 13 sovereign wealth funds and 37 pension funds from 18 countries. While several Australian funds performed strongly, NZ Super remained the standout performer over both timeframes.

Why this matters for businesses and investors

This recognition reinforces the strength and resilience of New Zealand’s financial governance. For NZ businesses, it’s a reminder that sound long-term strategy and consistent execution pay off—even in volatile markets.

Is your business strategy built for the long term?

At Alliott NZ, we help businesses plan with clarity and confidence. Whether it’s structuring for growth, succession planning or ensuring you’re getting the most from your financial strategy, our Auckland accountants and advisors are here to support you.

Contact the Alliott NZ team in Newmarket Auckland on 09 520 9200.

Source: Financial Standard

Topics: Governance Investment New Zealand Performance return on investment strategy