KiwiSaver Performance Survey results
The range of returns from KiwiSaver funds is very wide according to the first performance report from research house Morningstar.
Thursday, October 16th 2008, 11:23AM
This survey groups KiwiSaver options according to their mix of income and growth assets, known as their 'asset allocation'. This is one of the most important decisions to make when saving for retirement income.The survey does not include all KiwiSaver providers. Organisations like Mercer, Gareth Morgan Investments and Huljich did not participate.
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 |
| 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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