Awards
The Guardians has won accolades for its performance, and has been recognised as one of the most innovative sovereign wealth funds globally.
Results
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Performance
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.
Investment
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.
Returns vs. Reference Portfolio
The Reference Portfolio is our passive benchmark, and a clear way to measure the value we are adding net of costs.
Returns vs. Treasury Bills
Treasury Bills are wholesale debt securities issued by the Crown, and are a measure of the opportunity cost of contributing to the Fund.
Monthly Returns
Find monthly Fund performance data since inception.
Cost
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.
Best Practice
We strive for global best practice across our management, governance and reporting functions.
Transparency / Reporting
Transparency is critical to maintaining organisational credibility and stakeholder confidence in the Guardians and Fund.