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 |
 |
|||
| 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.
| « Asteron KiwiSaver shuts, recommends Grosvenor | KiwiSaver returns plateau after four quarters of gains » |
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