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 |  |
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| 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 |
| Return to top | ||||
| 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 |
| Return to top | ||||
| 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 | - |
| Return to top | ||||
| 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 | - |
| Return to top | ||||
| 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 | - |
| Return to top | ||||
| 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 |
| Return to top | ||||
| 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 |
| Return to top | ||||
| 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 |
| Return to top | ||||
| 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 |
| Return to top | ||||
| 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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