Awards
The Guardians has won accolades for its performance, and has been recognised as one of the most innovative sovereign wealth funds globally.
The Guardians has won accolades for its governance, transparency, and investment performance, and has been recognised as one of the most innovative sovereign wealth funds globally. This section contains information on our performance across a range of areas.
We measure our investment performance in two ways; relative to the NZ 90 day Treasury Bill return, and relative to a passive Reference Portfolio benchmark. We expect to return at least the Treasury Bill return + 2.7% over any 20 year moving average.
The Reference Portfolio is our passive benchmark, and a clear way to measure the value we are adding net of costs.
Treasury Bills are wholesale debt securities issued by the Crown, and are a measure of the opportunity cost of contributing to the Fund.
Find monthly Fund performance data since inception.
Controlling costs is central to achieving our mission. We aim to achieve the right balance between minimising cost and adding value to the Fund over the long term.
We strive for global best practice across our management, governance and reporting functions.
The Guardians has won accolades for its performance, and has been recognised as one of the most innovative sovereign wealth funds globally.
Transparency is critical to maintaining organisational credibility and stakeholder confidence in the Guardians and Fund.