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KiwiSaver Performance Survey results table

Thursday, October 16th 2008, 11:10AM
Use these quick links to take you directly to a section on the table.

Default Options
Multisector
- Conservative
- Moderate
- Balanced
- Growth
- Aggressive
Single Sector Options
- Cash
- Fixed Income
- Property
- Australasian Equity
- International Equity
- Miscellaneous



KiwiSaver Performance Survey - Returns to 30 September 2008
Fund Name Underlying Investment Manager 3-month % 6-month % 1-year %
Default Options
AMP KiwiSaver Default Fund AMP 0.86 3.41 3.45
ASB KiwiSaver Conservative Fund (Default) ASB Group Invmts 0.95 1.59 1.47
AXA KiwiSaver Income Plus AXA Asia Pacific -1.23 -0.72 -2.71
ING KiwiSaver - Conservative Fund ING 1.1 1.34 2.36
TOWER KiwiPlan-Cash Enhanced Tower 0.18 1.45 3.36
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Multisector Options
Conservative
AMP KiwiSaver Default Fund AMP 0.86 3.41 3.45
ANZ KiwiSaver - Conservative Fund ING 1.67 1.87 2.39
ASB FirstChoice KiwiSaver Tracker Conserv Fund ASB Group Invmts 0.83 1.48 1.22
ASB KiwiSaver Conservative Fund (Default) ASB Group Invmts 0.95 1.59 1.47
Asteron KiwiSaver Conservative Fund Tyndall 0.27 0.23 -2.11
AXA KiwiSaver Income Plus AXA Asia Pacific -1.23 -0.72 -2.71
Fidelity KiwiSaver-Capital Guaranteed Kiwi Fidelity Life 2.04
-
-
Fidelity KiwiSaver-Conservative Kiwi Fund Fidelity Life 1.36 2.9 3.62
ING KiwiSaver - Conservative Fund ING 1.1 1.34 2.36
ING KiwiSaver SIL Conservative Fund ING 1.72 1.9 3.15
National Bank KiwiSaver - Conservative ING 1.68 1.86 2.49
Smartshares Smartkiwi Conservative Fund NZ Exchange 2.32 2.32 0.59
TOWER KiwiPlan-Cash Enhanced Tower 0.18 1.45 3.36
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Moderate
AMP KiwiSaver Conservative Fund AMP 1.88 4.65 3.47
AMP KiwiSaver Moderate Fund AMP 0.22 3.08 -0.57
ANZ KiwiSaver - Conservative Balanced Fund ING 0.7 0.36 -2.13
ASB FirstChoice KiwiSaver Active Conservative Fund ASB Group Invmts -0.6 -0.46 -4.19
ASB FirstChoice KiwiSaver Tracker Moderate Fund ASB Group Invmts -0.27 -0.86 -4.87
ASB KiwiSaver Moderate Fund ASB Group Invmts 0.05 -0.48 -4.21
AXA KiwiSaver Conservative AXA Asia Pacific -1.1
-
-
ING KiwiSaver - Conservative Balanced ING -0.16 -0.42 -2.9
ING KiwiSaver SIL Conservative Balanced Fund ING 0.68 0.34 -1.57
National Bank KiwiSaver - Conservative Balanced ING 0.66 0.31 -2.13
Smartshares Smartkiwi Balanced Fund NZ Exchange -2.44 -2.22 -13.68
TOWER KiwiPlan-Conservative Tower -1.19 -0.66 -0.41
Westpac KiwiSaver-Conservative Fund BT NZ 0.4 0.9 -
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Balanced
AMP KiwiSaver Balanced - Other Fund AMP -2.12 -0.59 -8.75
AMP KiwiSaver Balanced Fund AMP -2.01 0.83 -6.49
AMP KiwiSaver-ING Balanced Fund ING -0.67 0.96 -4.46
AMP KiwiSaver Moderate Balanced Fund AMP -1.35 1.59 -4.03
AMP KiwiSaver-TOWER Balanced Fund Tower -2.18 -0.99 -4.73
ANZ KiwiSaver - Balanced Fund ING -0.4 -1.32 -6.58
ASB FirstChoice KiwiSaver Active Balanced Fund ASB Group Invmts -3.33 -3.98 -11.55
ASB FirstChoice KiwiSaver Tracker Balanced Fund ASB Group Invmts -2.33 -3.31 -10.71
ASB KiwiSaver Balanced Fund ASB Group Invmts -1.9 -2.85 -10.22
Asteron KiwiSaver Balanced Fund Tyndall -1.52 -1.89 -8.55
AXA KiwiSaver Balanced AXA Asia Pacific -5.43 -6.19 -14.6
Brook Professional KiwiSaver Scheme Balanced Fund Brook Asset Mgmt -1.6 0.98 5.35
Fidelity KiwiSaver-Balanced Kiwi Fund Fidelity Life 1.16 1.75 0.69
Fidelity KiwiSaver-Ethical Kiwi Fidelity Life -1.35
-
-
ING KiwiSaver - Balanced ING -1.68 -2.53 -8.14
ING KiwiSaver SIL Balanced Fund ING -0.41 -1.32 -6.02
National Bank KiwiSaver - Balanced ING -0.35 -1.29 -6.56
TOWER KiwiPlan-Balanced Tower -3.44 -3.51 -5.2
Westpac KiwiSaver-Balanced Fund BT NZ -1.81 -2.53 -
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Growth
AMP KiwiSaver Growth Fund AMP -4.34 -1.28 -10.83
ANZ KiwiSaver - Balanced Growth Fund ING -1.45 -2.99 -11.16
ANZ KiwiSaver - Growth Fund ING -2.64 -4.88 -15.74
ASB FirstChoice KiwiSaver Active Growth Fund ASB Group Invmts -5.13 -6.18 -16.81
ASB FirstChoice KiwiSaver Tracker Growth Fund ASB Group Invmts -4.38 -5.6 -15.82
ASB KiwiSaver Growth Fund ASB Group Invmts -3.99 -5.1 -15.6
Asteron KiwiSaver Balanced Growth Fund Tyndall -4.25 -3.66 -14.92
Fidelity KiwiSaver-Growth Kiwi Fund Fidelity Life -0.35 -0.67 -3
ING KiwiSaver - Balanced Growth ING -3.11 -4.48 -13.08
ING KiwiSaver - Growth Fund ING -4.52 -6.37 -17.36
ING KiwiSaver SIL Balanced Growth Fund ING -1.5 -3.05 -10.63
ING KiwiSaver SIL Growth Fund ING -2.56 -4.84 -15.32
National Bank KiwiSaver - Balanced Growth ING -1.47 -3.04 -11.16
National Bank KiwiSaver - Growth ING -2.58 -4.84 -15.85
Westpac KiwiSaver-Growth Fund BT NZ -3 -4.13 -
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Aggressive
AMP KiwiSaver Aggressive Fund AMP -5.72 -2.61 -13.77
AXA KiwiSaver Growth AXA Asia Pacific -7.94 -8.78 -20.8
Brook Professional KiwiSaver Scheme Growth Fund Brook Asset Mgmt -3.05 -0.89 2.33
Fidelity KiwiSaver-Aggressive Kiwi Fund Fidelity Life -0.78 0.31 -8.01
First NZ Capital KiwiSaver Scheme First NZ Capital
-
-
-
Fisher Funds Growth KiwiSaver Scheme Fisher Funds -7.87 -4.67 -17.76
TOWER KiwiPlan-Growth Tower -5.78 -7.52 -15.71
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Single Sector Options
Cash
AMP KiwiSaver Cash Fund AMP 2.17 4.46 8.62
ASB FirstChoice KiwiSaver NZ Cash Fund ASB Group Invmts 2.03 4.26 8.54
ASB KiwiSaver Cash Fund ASB Group Invmts 2.04 4.22 8.57
Asteron KiwiSaver Capital Fund Tyndall 2.17 4.21 8.24
AXA KiwiSaver Cash AXA Asia Pacific
-
-
-
ING KiwiSaver - Cash Plus Fund ING 2.04 4.21 8.28
ING KiwiSaver SIL Cash Plus Fund ING 1.96 3.95 8.73
NZ Guardian ANZ KiwiSaver Cash Fund ING
-
-
-
NZ Guardian National Bank KiwiSaver Cash Fund ING
-
-
-
TOWER KiwiPlan-Preservation Tower 2.05 4.18 8.52
Westpac KiwiSaver-Cash Fund BT NZ 1.41 3.54 -
Return to top
Fixed Income
Asteron KiwiSaver High Yield Fixed Interest Fund Tyndall 0.79 0.6 0.19
ING KiwiSaver SIL New Zealand Fixed Interest Fund ING 2.52 4.81 6.82
ING KiwiSaver SIL International Fixed Int Fund ING 4.2 3.49 10.97
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Property
Asteron KiwiSaver Global Property Fund Tyndall 0.47 -7.7 -16.38
ING KiwiSaver SIL Australasian Property Fund ING -4.39 -6.15 -20.73
ING KiwiSaver SIL International Property Fund ING -2.87 -11.05 -22.47
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Australasian Equity
AonSaver AMT KiwiSaver Milford Aggressive Fund Milford -0.24 3.01 7.59
Asteron KiwiSaver SRI Share Fund Tyndall -3.84 -10.66 -27.64
Asteron KiwiSaver Trans-Tasman Small Companies Shr Tyndall -9.35 -9.34 -28.18
ING KiwiSaver SIL Australasian Share Fund ING -1.7 -8.91 -25.06
Smartshares Smartkiwi Growth Fund NZ Exchange -5.21 -6.6 -26.13
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International Equity
ASB FirstChoice KiwiSaver Active High Growth Fund ASB Group Invmts -10.53
-
-
ASB FirstChoice KiwiSaver Global Sustainability Fd ASB Group Invmts -4.16
-
-
Asteron KiwiSaver International Share Fund Tyndall -5.93 -3.7 -18.07
ING KiwiSaver SIL International Share Fund ING -3.3 -3.66 -16.51
ING Kiwisaver SIL Sustainable Growth Fund ING
-
-
-
TOWER KiwiPlan-Equity Tower -9.74 -11.7 -25.34
Return to top
Miscellaneous
Fidelity KiwiSaver-Options Kiwi Fund Tyndall 5.34 13.89 23.28
Return to top

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AIA - Back My Build 5.44 - - -
AIA - Go Home Loans 7.99 5.99 5.69 5.69
ANZ 7.89 6.59 6.29 6.29
ANZ Blueprint to Build 7.39 - - -
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ASB Bank 7.89 5.99 5.69 5.69
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BNZ - Mortgage One 7.94 - - -
BNZ - Rapid Repay 7.94 - - -
BNZ - Std 7.94 5.99 5.69 5.69
BNZ - TotalMoney 7.94 - - -
CFML 321 Loans 6.20 - - -
CFML Home Loans 6.45 - - -
CFML Prime Loans 8.25 - - -
CFML Standard Loans 9.20 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 5.79 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 7.65 5.99 5.75 5.69
Co-operative Bank - Standard 7.65 6.49 6.25 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - 6.40 6.10 -
First Credit Union Standard 8.50 7.00 6.70 -
Heartland Bank - Online 7.49 5.65 5.55 5.55
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society ▼8.60 6.75 6.40 -
ICBC 7.49 5.99 5.65 5.59
Kainga Ora 8.39 7.05 6.59 6.49
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 7.75 6.89 6.59 6.49
Kiwibank - Offset 8.25 - - -
Kiwibank Special 7.75 5.99 5.69 5.69
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 8.44 5.95 6.09 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 7.99 6.95 6.29 6.29
SBS Bank Special - 6.15 5.69 5.69
SBS Construction lending for FHB - - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 5.44 5.15 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.75 - - -
TSB Bank 8.69 6.49 6.49 6.49
TSB Special 7.89 5.69 5.69 5.69
Unity 7.64 5.99 5.69 -
Unity First Home Buyer special - 5.49 - -
Wairarapa Building Society 8.10 6.05 5.79 -
Westpac 8.39 6.89 6.39 6.39
Westpac Choices Everyday 8.49 - - -
Westpac Offset 8.39 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 6.29 5.79 5.79
Median 7.99 6.02 5.79 5.69

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