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KiwiSaver Performance Survey

The latest KiwiSaver Performance Survey results from Morningstar.  

Monday, May 10th 2010, 4:16PM

KiwiSaver Performance Survey - Returns to 31 March 2010
http://www.goodreturns.co.nz/pics/morningstar_logo.gif
         
Default Options
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver (Default) Fund
1.04
2.93
7.50
4.67
ASB KiwiSaver Conservative Fund (Default)
2.05
3.32
9.89
5.58
AXA KiwiSaver Income Plus (Default)
2.24
4.07
14.15
5.67
ING KiwiSaver - Conservative Fund (Default)
1.93
3.40
9.97
5.21
Mercer KiwiSaver Conservative (Default)
2.83
4.66
17.63
6.60
TOWER KiwiPlan-Cash Enhanced (Default)
1.77
3.44
10.51
4.87
         
Multisector Options        
Conservative
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver (Default) Fund
1.04
2.93
7.50
4.67
ANZ KiwiSaver - Conservative Fund
1.98
3.79
10.35
5.23
Aon KiwiSaver Russell Lifepoints Cnsrv
3.19
6.20
20.66
6.52
ASB FirstChoice KiwiSaver Tracker Conserv Fund
2.05
3.31
9.86
5.61
ASB KiwiSaver Conservative Fund (Default)
2.05
3.32
9.89
5.58
Asteron KiwiSaver Conservative Fund
2.09
4.31
11.95
4.53
AXA KiwiSaver Income Plus (Default)
2.24
4.07
14.15
5.67
Fidelity KiwiSaver-Capital Guaranteed Kiwi
1.48
2.62
6.48
-
Fidelity KiwiSaver-Conservative Kiwi Fund
3.08
5.31
13.44
5.93
Fisher Funds Conservative KiwiSaver Fund
0.38
0.74
-
-
Gareth Morgan Kiwisaver Scheme Conservative Fund
1.66
3.15
6.37
4.95
Grosvenor KiwiSaver Enhanced Income Fund
1.27
2.61
4.80
5.96
ING KiwiSaver - Conservative Fund (Default)
1.93
3.40
9.97
5.21
ING KiwiSaver SIL Conservative Fund
2.03
3.82
10.50
5.41
Mercer KiwiSaver Conservative (Default)
2.83
4.66
17.63
6.60
National Bank KiwiSaver - Conservative
1.99
3.82
10.48
5.29
Smartshares Smartkiwi Conservative Fund
0.71
2.75
7.50
4.09
TOWER KiwiPlan-Cash Enhanced (Default)
1.77
3.44
10.51
4.87
Average
1.88
3.57
10.71
5.38
         
Moderate
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Conservative Fund
1.44
3.67
7.75
6.95
AMP KiwiSaver Moderate Fund
1.38
4.16
10.27
4.21
ANZ KiwiSaver - Conservative Balanced Fund
2.39
4.84
15.12
4.36
Aon KiwiSaver Russell Lifepoints 2015
3.14
6.80
24.81
5.04
Aon KiwiSaver Russell Lifepoints Mod
3.16
7.06
26.12
4.34
ASB FirstChoice KiwiSaver Active Conservative Fund
2.53
4.17
15.73
5.62
ASB FirstChoice KiwiSaver Tracker Moderate Fund
2.87
4.79
17.92
3.58
ASB KiwiSaver Moderate Fund
2.88
4.80
17.90
3.80
AXA KiwiSaver Conservative
2.50
4.63
15.85
-
Grosvenor KiwiSaver Conservative Fund
2.43
3.85
12.80
5.99
Huljich Conservative Diversified KiwiSaver Fund
-1.49
-0.69
11.90
9.62
ING KiwiSaver - Conservative Balanced
2.06
3.84
13.49
4.02
ING KiwiSaver SIL Conservative Balanced Fund
2.48
4.92
15.40
4.58
Mercer Super Trust KiwiSaver Conservative
2.72
4.49
19.73
4.74
National Bank KiwiSaver - Conservative Balanced
2.40
4.82
15.13
4.34
Smartshares Smartkiwi Balanced Fund
0.11
4.06
20.81
1.53
TOWER KiwiPlan-Conservative
3.00
5.12
16.46
4.72
Westpac KiwiSaver-Conservative Fund
1.90
3.64
10.72
4.76
Average
2.11
4.39
16.00
4.54
         
Balanced
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Balanced Fund
1.26
4.91
14.55
2.02
AMP KiwiSaver Moderate Balanced Fund
1.33
4.66
12.89
2.54
AMP KiwiSaver-TOWER Balanced Fund
3.33
6.55
18.17
3.04
ANZ KiwiSaver - Balanced Fund
2.75
5.76
19.53
3.43
Aon KiwiSaver ING Balanced
3.34
7.13
26.94
6.08
Aon KiwiSaver Russell Lifepoints 2025
3.13
7.65
29.54
2.24
Aon KiwiSaver Russell Lifepoints Bal
3.06
7.89
31.51
1.65
ASB FirstChoice KiwiSaver Active Balanced Fund
3.16
5.58
23.12
2.74
ASB FirstChoice KiwiSaver Tracker Balanced Fund
3.52
6.05
24.21
1.93
ASB KiwiSaver Balanced Fund
3.51
6.07
24.15
1.97
Asteron KiwiSaver Balanced Fund
2.65
5.68
21.52
3.83
AXA KiwiSaver Balanced
2.93
6.61
27.73
3.48
Brook Professional KiwiSaver Scheme Balanced Fund
2.20
4.78
12.78
5.28
Fidelity KiwiSaver-Balanced Kiwi Fund
3.67
6.13
18.69
6.23
Fidelity KiwiSaver-Ethical Kiwi
3.04
5.16
17.74
-
Forsyth Barr KiwiSaver Balanced Port
1.59
3.85
14.57
-
Gareth Morgan Kiwisaver Scheme Balanced Fund
1.80
3.96
7.99
2.08
Grosvenor KiwiSaver Balanced Fund
2.97
4.96
19.32
5.34
Huljich Balanced Diversified KiwiSaver Fund
-3.26
-2.60
13.52
5.80
ING KiwiSaver - Balanced
2.29
4.39
17.00
2.63
ING KiwiSaver SIL Balanced Fund
2.85
5.87
19.81
3.75
Mercer KiwiSaver Balanced
3.38
5.69
29.23
2.03
Mercer Super Trust KiwiSaver Active Balanced
3.38
5.68
28.94
2.01
Mercer Super Trust KiwiSaver Moderate
3.66
6.02
24.70
5.46
National Bank KiwiSaver - Balanced
2.78
5.75
19.50
3.48
TOWER KiwiPlan-Balanced
3.80
6.89
22.29
3.00
Westpac KiwiSaver-Balanced Fund
2.68
5.77
18.61
3.71
Average
2.62
5.44
20.69
3.33
         
Growth
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver-ING SIL Balanced Fund
2.23
7.36
22.03
3.11
AMP KiwiSaver Growth Fund
1.23
5.70
18.16
-1.64
AMP KiwiSaver - TYNDALL Balanced Fund
3.04
5.95
20.16
2.05
ANZ KiwiSaver - Balanced Growth Fund
3.15
6.69
24.27
2.36
ANZ KiwiSaver - Growth Fund
3.45
7.62
28.90
1.13
Aon KiwiSaver Russell Lifepoints 2035
3.11
8.28
33.28
-0.03
Aon KiwiSaver Russell Lifepoints Growth
3.09
8.44
34.39
-0.46
Aon KiwiSaver Tyndall Balanced
2.90
6.16
19.70
2.88
ASB FirstChoice KiwiSaver Active Growth Fund
3.49
6.32
27.42
1.54
ASB FirstChoice KiwiSaver Tracker Growth Fund
4.05
7.20
30.17
-0.12
ASB KiwiSaver Growth Fund
4.05
7.21
30.11
0.10
Asteron KiwiSaver Balanced Growth Fund
2.99
7.03
29.08
2.41
Fidelity KiwiSaver-Growth Kiwi Fund
4.12
6.42
24.12
3.66
Forsyth Barr KiwiSaver Growth Portfolio
1.49
4.04
18.25
-
Gareth Morgan Kiwisaver Scheme Growth Fund
2.78
4.60
8.30
-2.10
Huljich Growth Diversified KiwiSaver Fund
-5.32
-4.70
13.46
4.54
ING KiwiSaver - Balanced Growth
2.43
4.88
20.64
1.35
ING KiwiSaver - Growth Fund
2.56
5.32
24.20
-0.14
ING KiwiSaver SIL Balanced Growth Fund
3.17
6.80
24.59
2.65
ING KiwiSaver SIL Growth Fund
3.47
7.69
29.13
1.41
Mercer Super Trust KiwiSaver Growth
3.26
5.61
30.16
0.46
National Bank KiwiSaver - Balanced Growth
3.19
6.72
24.23
2.31
National Bank KiwiSaver - Growth
3.46
7.61
28.73
1.02
Staples Rodway KiwiSaver Balanced Fund
2.68
0.80
22.28
-0.18
Staples Rodway KiwiSaver Growth Fund
3.89
5.38
20.71
1.70
Westpac KiwiSaver-Growth Fund
2.53
5.98
21.52
2.50
Average
2.71
5.81
24.15
1.17
         
Aggressive
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Aggressive Fund
1.18
6.22
20.78
-3.38
Aon KiwiSaver Russell Lifepoints 2045
3.07
8.86
37.29
-2.45
AXA KiwiSaver Growth
2.95
7.51
35.12
1.22
Brook Professional KiwiSaver Scheme Growth Fund
3.15
7.12
21.01
6.48
Fidelity KiwiSaver-Aggressive Kiwi Fund
6.30
9.17
33.03
6.21
First NZ Capital KiwiSaver Scheme
3.50
6.16
19.79
-5.94
Fisher Funds Growth KiwiSaver Fund
3.95
9.09
49.31
11.97
Grosvenor KiwiSaver Geared Growth Fund
4.69
7.71
-
-
Grosvenor KiwiSaver High Growth Fund
4.53
7.05
29.66
1.61
Mercer KiwiSaver High Growth
3.46
6.07
35.35
-1.57
Mercer Super Trust KiwiSaver High Growth
3.39
5.96
34.91
-1.68
TOWER KiwiPlan-Growth
4.38
8.38
31.42
0.47
Westpac KiwiSaver - Capital Protection Plan (1)
3.29
7.75
28.21
-
Average
3.68
7.47
31.32
1.18
         
Single Sector Options        
Cash
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Cash Fund
0.88
1.83
3.80
5.91
ANZ KiwiSaver Cash Fund
0.48
1.00
2.14
-
Aon KiwiSaver ING Cash
0.51
1.11
1.86
-
Aon KiwiSaver Tyndall Cash
0.73
1.47
2.93
5.42
ASB FirstChoice KiwiSaver NZ Cash Fund
0.56
1.16
2.48
4.87
ASB KiwiSaver NZ Bank Deposit Fund
0.56
1.17
2.50
4.85
Asteron KiwiSaver Capital Fund
0.70
1.43
3.25
5.44
AXA KiwiSaver Cash
0.86
1.90
4.40
5.38
ING KiwiSaver - Cash Plus Fund
0.58
1.15
2.50
4.84
ING KiwiSaver SIL Cash Plus Fund
0.43
0.85
1.93
4.25
Mercer KiwiSaver Cash
1.25
2.17
4.01
5.89
Mercer Super Trust KiwiSaver Cash
0.91
1.84
3.50
5.61
National Bank KiwiSaver Cash Fund
0.50
1.02
2.17
-
Staples Rodway KiwiSaver Conservative Fund
0.79
1.62
2.70
4.33
TOWER KiwiPlan-Preservation
0.74
1.55
3.20
5.26
Westpac KiwiSaver-Cash Fund
0.67
1.40
3.15
4.54
         
Fixed Income
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Asteron KiwiSaver High Yield Fixed Interest Fund
2.15
5.08
9.07
4.86
ING KiwiSaver SIL New Zealand Fixed Interest Fund
2.68
4.77
7.94
5.44
ING KiwiSaver SIL International Fixed Int Fund
1.48
1.90
4.04
7.51
Mercer Super Trust KiwiSaver Fixed Interest
3.94
5.98
20.76
10.01
         
Property
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Asteron KiwiSaver Global Property Fund
6.01
9.20
65.43
-14.67
ING KiwiSaver SIL Australasian Property Fund
-3.16
-0.86
20.73
-4.84
ING KiwiSaver SIL International Property Fund
6.97
14.29
81.22
-13.03
Mercer Super Trust KiwiSaver Property
3.19
6.87
64.28
-6.34
         
Australasian Equity
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Aon KiwiSaver Milford
-
-
-
-
Aon KiwiSaver Milford Aggressive Fund
2.79
7.40
22.88
14.53
Asteron KiwiSaver SRI Share Fund
1.96
4.19
29.62
0.48
Asteron KiwiSaver Trans-Tasman Small Companies Shr
3.16
9.82
58.03
6.93
ING KiwiSaver SIL Australasian Share Fund
0.97
4.28
25.65
-0.11
Mercer Super Trust KiwiSaver Trans-Tasman Shares
0.80
3.44
24.51
0.98
Mercer Super Trust KiwiSaver Shares
3.82
6.49
33.96
-3.61
Smartshares Smartkiwi Growth Fund
-0.46
5.29
32.44
-1.66
         
International Equity
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
ASB FirstChoice KiwiSaver Active High Growth Fund
4.09
7.67
30.63
-
ASB FirstChoice KiwiSaver Global Sustainability Fd
6.17
10.03
31.09
-
Asteron KiwiSaver International Share Fund
3.34
7.21
23.32
-4.00
ING KiwiSaver SIL International Share Fund
5.78
10.84
26.02
0.60
ING Kiwisaver SIL Sustainable Growth Fund
3.41
7.71
19.35
-
Mercer Super Trust KiwiSaver Global Shares
5.05
7.66
37.50
-6.09
TOWER KiwiPlan-Equity
5.35
11.12
36.30
-2.73
         
Miscellaneous
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Fidelity KiwiSaver-Options Kiwi Fund
8.04
12.53
32.81
14.38
         

NB: Returns are before tax and after the fees deducted from the funds unit price.

 

 

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 4.94 - - -
AIA - Go Home Loans 7.49 5.79 5.49 5.59
ANZ 7.39 6.39 6.19 6.19
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 5.79 5.59 5.59
ASB Bank 7.39 5.79 5.49 5.59
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Avanti Finance 7.90 - - -
Basecorp Finance 8.35 - - -
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Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 7.54 - - -
BNZ - Rapid Repay 7.54 - - -
BNZ - Std 7.44 5.79 5.59 5.69
BNZ - TotalMoney 7.54 - - -
CFML 321 Loans ▼5.80 - - -
CFML Home Loans ▼6.25 - - -
CFML Prime Loans ▼7.85 - - -
CFML Standard Loans ▼8.80 - - -
China Construction Bank - 7.09 6.75 6.49
China Construction Bank Special - - - -
Co-operative Bank - First Home Special - 5.69 - -
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 6.95 5.79 5.59 5.69
Co-operative Bank - Standard 6.95 6.29 6.09 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - 5.99 5.89 -
First Credit Union Standard 7.69 6.69 6.39 -
Heartland Bank - Online 6.99 5.49 5.39 5.45
Heartland Bank - Reverse Mortgage - - - -
Heretaunga Building Society ▼8.15 ▼6.50 ▼6.30 -
ICBC 7.49 5.79 5.59 5.59
Kainga Ora 7.39 5.79 5.59 5.69
Kainga Ora - First Home Buyer Special - - - -
Lender Flt 1yr 2yr 3yr
Kiwibank 7.25 6.69 6.49 6.49
Kiwibank - Offset 7.25 - - -
Kiwibank Special 7.25 5.79 5.59 5.69
Liberty 8.59 8.69 8.79 8.94
Nelson Building Society 7.94 5.75 5.99 -
Pepper Money Advantage 10.49 - - -
Pepper Money Easy 8.69 - - -
Pepper Money Essential 8.29 - - -
SBS Bank 7.49 6.95 6.29 6.29
SBS Bank Special - 5.89 5.49 5.69
SBS Construction lending for FHB - - - -
Lender Flt 1yr 2yr 3yr
SBS FirstHome Combo 4.94 4.89 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 9.39 - - -
TSB Bank 8.19 6.49 6.39 6.39
TSB Special 7.39 5.69 5.59 5.59
Unity 7.64 5.79 5.55 -
Unity First Home Buyer special - 5.49 - -
Wairarapa Building Society 7.70 5.95 5.75 -
Westpac 7.39 6.39 6.09 6.19
Westpac Choices Everyday 7.49 - - -
Westpac Offset 7.39 - - -
Lender Flt 1yr 2yr 3yr
Westpac Special - 5.79 5.49 5.59
Median 7.49 5.79 5.69 5.69

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