KiwiSaver Performance Survey - June 2010
The latest KiwiSaver Performance Survey results from Morningstar.
Tuesday, July 27th 2010, 10:57AM
| KiwiSaver Performance Survey - Returns to 30 June 2010 |
 |
|||
| Default Options |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP (Default) |
-0.46
|
0.58
|
5.05
|
3.13
|
| ASB Conservative (Default) |
-0.40
|
1.63
|
6.78
|
4.99
|
| AXA Income Plus (Default) |
-0.48
|
1.74
|
9.08
|
5.14
|
| ING Conservative (Default) |
0.15
|
2.08
|
7.82
|
5.17
|
| Mercer Conservative (Default) |
0.71
|
3.56
|
12.30
|
6.41
|
| TOWER Cash Enhanced (Default) |
-0.08
|
1.69
|
6.87
|
4.17
|
| Multisector Options | ||||
| Conservative |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP (Default) |
-0.46
|
0.58
|
5.05
|
3.13
|
| ANZ Conservative |
0.03
|
2.01
|
8.20
|
5.14
|
| Aon Russell Lifepoints Cnsrv |
1.39
|
4.63
|
15.57
|
6.94
|
| ASB Conservative (Default) |
-0.40
|
1.63
|
6.78
|
4.99
|
| Asteron Conservative |
0.20
|
2.30
|
8.91
|
4.65
|
| AXA Income Plus (Default) |
-0.48
|
1.74
|
9.08
|
5.14
|
| Fidelity Capital Guaranteed Kiwi |
-0.04
|
1.44
|
5.04
|
4.27
|
| Fidelity Conservative Kiwi |
-1.50
|
1.53
|
7.98
|
4.35
|
| FirstChoice Tracker Conserv |
-0.42
|
1.60
|
6.76
|
4.99
|
| Fisher Funds Conservative |
-0.37
|
0.01
|
0.36
|
—
|
| Gareth Morgan Conservative |
-0.03
|
1.63
|
5.15
|
4.01
|
| Grosvenor Enhanced Income |
0.53
|
1.80
|
3.87
|
5.00
|
| ING Conservative (Default) |
0.15
|
2.08
|
7.82
|
5.17
|
| ING SIL Conservative |
0.02
|
2.06
|
8.31
|
5.33
|
| Kiwibank Conservative |
—
|
—
|
—
|
—
|
| Mercer Conservative (Default) |
0.71
|
3.56
|
12.30
|
6.41
|
| National Bank Conservative |
0.01
|
2.01
|
8.22
|
5.20
|
| Smartshares Smartkiwi Conservative |
-1.44
|
-0.30
|
4.53
|
3.37
|
| TOWER Cash Enhanced (Default) |
-0.08
|
1.69
|
6.87
|
4.17
|
| Average |
-0.12
|
1.78
|
7.27
|
4.84
|
| Moderate |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP Conservative |
-0.14
|
1.30
|
6.74
|
5.45
|
| AMP Moderate |
-1.31
|
0.06
|
6.94
|
2.08
|
| ANZ Conservative Balanced |
-1.56
|
0.79
|
9.45
|
3.71
|
| Aon Russell Lifepoints 2015 |
0.18
|
3.33
|
16.64
|
4.83
|
| Aon Russell Lifepoints Mod |
-0.58
|
2.56
|
16.59
|
3.73
|
| ASB Moderate |
-2.30
|
0.50
|
9.53
|
2.81
|
| AXA Conservative |
-0.79
|
1.68
|
10.00
|
5.51
|
| FirstChoice Active Conservative |
-1.94
|
0.51
|
8.47
|
4.44
|
| FirstChoice Tracker Moderate |
-2.32
|
0.46
|
9.57
|
2.61
|
| Grosvenor Conservative |
0.09
|
2.52
|
8.26
|
5.33
|
| Huljich Conservative Diversified |
-2.41
|
-3.87
|
5.02
|
6.19
|
| ING Conservative Balanced |
-1.53
|
0.50
|
8.01
|
3.35
|
| ING SIL Conservative Balanced |
-1.50
|
0.94
|
9.73
|
3.97
|
| Mercer Super Trust Conservative |
0.01
|
2.73
|
12.09
|
4.50
|
| National Bank Conservative Balanced |
-1.56
|
0.81
|
9.48
|
3.71
|
| Smartshares Smartkiwi Balanced |
-6.73
|
-5.64
|
7.36
|
-1.83
|
| TOWER Conservative |
-0.04
|
2.96
|
11.16
|
4.42
|
| Westpac Conservative |
-0.92
|
0.99
|
7.33
|
4.04
|
| Average |
-1.41
|
0.73
|
9.57
|
3.69
|
| Balanced |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP Balanced |
-3.13
|
-1.91
|
7.27
|
-1.02
|
| AMP Moderate Balanced |
-2.45
|
-1.15
|
7.18
|
-0.20
|
| AMP TOWER Balanced |
-1.66
|
1.61
|
12.97
|
1.56
|
| ANZ Balanced |
-3.10
|
-0.44
|
10.50
|
2.28
|
| Aon ING Balanced |
-2.75
|
0.50
|
15.51
|
3.77
|
| Aon Russell Lifepoints 2025 |
-1.73
|
1.35
|
17.14
|
1.10
|
| Aon Russell Lifepoints Bal |
-2.61
|
0.38
|
17.40
|
0.09
|
| ASB Balanced |
-4.77
|
-1.45
|
10.15
|
-0.09
|
| Asteron Balanced |
-2.71
|
-0.13
|
11.26
|
2.60
|
| AXA Balanced |
-4.93
|
-2.15
|
11.49
|
1.30
|
| Brook Professional Balanced |
-5.67
|
-3.59
|
3.70
|
0.95
|
| Fidelity Balanced Kiwi |
-4.36
|
-0.86
|
7.29
|
3.59
|
| Fidelity Ethical Kiwi |
-4.07
|
-1.15
|
6.68
|
-0.03
|
| FirstChoice Active Balanced |
-5.06
|
-2.11
|
9.21
|
0.34
|
| FirstChoice Tracker Balanced |
-4.80
|
-1.49
|
10.20
|
-0.13
|
| Forsyth Barr Balanced Portfolio |
-4.26
|
-2.74
|
5.90
|
-0.50
|
| Gareth Morgan Balanced |
-3.77
|
-2.05
|
2.84
|
-0.63
|
| Grosvenor Balanced |
-2.96
|
-0.08
|
9.12
|
3.35
|
| Huljich Balanced Diversified |
-3.70
|
-6.84
|
4.42
|
1.98
|
| ING Balanced |
-3.25
|
-1.04
|
8.14
|
1.39
|
| ING SIL Balanced |
-3.11
|
-0.35
|
10.72
|
2.59
|
| Kiwibank Balanced |
—
|
—
|
—
|
—
|
| Mercer Balanced |
-3.06
|
0.20
|
13.71
|
0.76
|
| Mercer Super Trust Active Balanced |
-3.19
|
0.07
|
13.46
|
0.71
|
| Mercer Super Trust Moderate |
-2.94
|
0.63
|
12.06
|
3.73
|
| Milford Balanced |
—
|
—
|
—
|
—
|
| National Bank Balanced |
-3.09
|
-0.40
|
10.49
|
2.35
|
| TOWER Balanced |
-3.07
|
0.62
|
10.77
|
1.44
|
| Westpac Balanced |
-4.79
|
-2.20
|
7.87
|
1.60
|
| Average |
-3.75
|
-1.13
|
9.64
|
1.27
|
| Growth |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP ING SIL Balanced |
-2.99
|
-0.83
|
13.16
|
0.73
|
| AMP Growth |
-4.65
|
-3.47
|
7.65
|
-5.45
|
| AMP TYNDALL Balanced |
-2.15
|
0.82
|
12.32
|
0.17
|
| ANZ Balanced Growth |
-4.58
|
-1.58
|
11.60
|
0.77
|
| ANZ Growth |
-6.19
|
-2.95
|
12.40
|
-0.90
|
| Aon Russell Lifepoints 2035 |
-3.33
|
-0.33
|
17.29
|
-1.99
|
| Aon Russell Lifepoints Growth |
-3.83
|
-0.86
|
17.27
|
-2.66
|
| Aon Tyndall Balanced |
-1.68
|
1.18
|
12.76
|
0.07
|
| ASB Growth |
-7.33
|
-3.61
|
10.16
|
-3.16
|
| Asteron Balanced Growth |
-5.77
|
-2.96
|
11.92
|
-0.89
|
| Fidelity Growth Kiwi |
-6.82
|
-2.98
|
6.31
|
0.22
|
| FirstChoice Active Growth |
-7.58
|
-4.42
|
8.78
|
-1.96
|
| FirstChoice Tracker Growth |
-7.36
|
-3.64
|
10.21
|
-3.35
|
| Forsyth Barr Growth Portfolio |
-6.70
|
-5.32
|
4.64
|
-4.34
|
| Gareth Morgan Growth |
-7.67
|
-5.11
|
-0.78
|
-5.60
|
| Huljich Growth Diversified |
-5.09
|
-10.14
|
2.73
|
0.12
|
| ING Balanced Growth |
-5.00
|
-2.69
|
8.12
|
-0.52
|
| ING Growth |
-6.80
|
-4.42
|
7.93
|
-2.65
|
| ING SIL Balanced Growth |
-4.68
|
-1.65
|
11.73
|
1.02
|
| ING SIL Growth |
-6.13
|
-2.88
|
12.69
|
-0.57
|
| Kiwibank Growth |
—
|
—
|
—
|
—
|
| Mercer Super Trust Growth |
-4.58
|
-1.47
|
12.42
|
-1.41
|
| National Bank Balanced Growth |
-4.61
|
-1.56
|
11.62
|
0.73
|
| National Bank Growth |
-6.15
|
-2.90
|
12.45
|
-0.98
|
| Staples Rodway Balanced |
-4.55
|
-1.99
|
10.57
|
-1.63
|
| Staples Rodway Growth |
-3.99
|
-0.26
|
10.00
|
-1.14
|
| Westpac Growth |
-6.04
|
-3.62
|
8.15
|
-0.02
|
| Average |
-5.24
|
-2.68
|
10.16
|
-1.42
|
| Aggressive |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP Aggressive |
-5.82
|
-4.71
|
7.71
|
-7.75
|
| Aon Russell Lifepoints 2045 |
-4.77
|
-1.84
|
17.59
|
-5.04
|
| AXA Growth |
-7.95
|
-5.24
|
11.29
|
-2.44
|
| Brook Professional Growth |
-9.23
|
-6.37
|
5.58
|
0.34
|
| Fidelity Aggressive Kiwi |
-8.20
|
-2.42
|
9.98
|
1.20
|
| First NZ Capital |
-7.41
|
-4.17
|
4.17
|
-11.17
|
| Fisher Funds Growth |
-7.05
|
-3.38
|
16.93
|
6.12
|
| Grosvenor Geared Growth |
-7.73
|
-3.41
|
—
|
—
|
| Grosvenor High Growth |
-8.07
|
-3.91
|
8.42
|
-2.28
|
| Mercer High Growth |
-6.06
|
-2.81
|
13.11
|
-3.77
|
| Mercer Super Trust High Growth |
-6.22
|
-3.04
|
12.67
|
-3.91
|
| TOWER Growth |
-5.40
|
-1.25
|
12.92
|
-1.36
|
| Westpac Capital Protection Plan (1) |
-9.44
|
-6.39
|
7.63
|
—
|
| Average |
-7.18
|
-3.77
|
10.67
|
-2.73
|
| Peer Group Averages |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| Default Options |
-0.09
|
1.88
|
7.98
|
4.83
|
| Conservative |
-0.12
|
1.78
|
7.27
|
4.84
|
| Moderate |
-1.41
|
0.73
|
9.57
|
3.69
|
| Balanced |
-3.75
|
-1.13
|
9.64
|
1.27
|
| Growth |
-5.24
|
-2.68
|
10.16
|
-1.42
|
| Aggressive |
-7.18
|
-3.77
|
10.67
|
-2.73
|
| Single Sector Options | ||||
| Cash |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| AMP Cash |
0.93
|
1.83
|
3.75
|
5.23
|
| ANZ Cash |
0.49
|
0.98
|
2.01
|
—
|
| Aon ING Cash |
0.58
|
1.27
|
2.94
|
3.82
|
| Aon Tyndall Cash |
1.71
|
2.45
|
3.95
|
5.20
|
| ASB NZ Bank Deposit |
0.62
|
1.19
|
2.39
|
4.06
|
| Asteron Capital |
0.68
|
1.38
|
2.99
|
4.76
|
| AXA Cash |
0.77
|
1.64
|
3.96
|
4.62
|
| FirstChoice NZ Cash |
0.60
|
1.17
|
2.37
|
4.03
|
| ING Cash Plus |
0.55
|
1.13
|
2.37
|
4.03
|
| ING SIL Cash Plus |
0.42
|
0.86
|
1.82
|
3.47
|
| Kiwibank Cash |
—
|
—
|
—
|
—
|
| Mercer Cash |
1.54
|
2.36
|
4.14
|
5.28
|
| Mercer Super Trust Cash |
1.56
|
2.49
|
4.28
|
5.29
|
| National Bank Cash |
0.49
|
1.00
|
2.01
|
—
|
| Staples Rodway Conservative |
1.05
|
1.85
|
3.18
|
3.88
|
| TOWER Preservation |
0.69
|
1.43
|
3.00
|
4.54
|
| Westpac Cash |
0.63
|
1.30
|
2.87
|
3.79
|
| Fixed Income |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| Asteron High Yield Fixed Interest |
2.35
|
4.56
|
10.26
|
6.19
|
| ING SIL New Zealand Fixed Interest |
3.11
|
5.87
|
9.87
|
5.89
|
| ING SIL International Fixed Int |
2.96
|
4.48
|
7.59
|
9.46
|
| Kiwibank NZ Fixed Interest |
—
|
—
|
—
|
—
|
| Kiwibank Global Fixed Interest |
—
|
—
|
—
|
—
|
| Mercer Super Trust Fixed Interest |
3.72
|
7.82
|
17.63
|
11.47
|
| Property |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| Asteron Global Property |
-1.71
|
4.20
|
36.79
|
-11.74
|
| ING SIL Australasian Property |
-4.70
|
-7.71
|
11.67
|
-6.24
|
| ING SIL International Property |
-5.02
|
1.60
|
37.18
|
-11.43
|
| Kiwibank Listed Property |
—
|
—
|
—
|
—
|
| Mercer Super Trust Real Assets |
-3.83
|
-0.76
|
30.72
|
-5.59
|
| Australasian Equity |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| Asteron SRI Share |
-8.19
|
-6.36
|
7.54
|
-0.10
|
| Asteron Trans Tasman Small Companies Shr |
-11.15
|
-8.34
|
17.09
|
0.79
|
| ING SIL Australasian Share |
-8.50
|
-7.62
|
8.69
|
-0.74
|
| Kiwibank Australasian Share |
—
|
—
|
—
|
—
|
| Mercer Super Trust Trans Tasman Shares |
-7.68
|
-6.93
|
10.05
|
-0.11
|
| Mercer Super Trust Shares |
-9.40
|
-5.93
|
8.78
|
-7.43
|
| Milford Aggressive |
-3.76
|
-1.08
|
11.62
|
10.58
|
| Smartshares Smartkiwi Growth |
-12.25
|
-10.58
|
8.48
|
-6.61
|
| International Equity |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| Asteron International Share |
-8.32
|
-5.26
|
7.30
|
-9.15
|
| FirstChoice Active High Growth |
-10.01
|
-6.33
|
6.84
|
-10.85
|
| FirstChoice Global Sustainability Fd |
-7.41
|
-1.72
|
10.89
|
2.71
|
| ING SIL International Share |
-8.35
|
-3.05
|
7.61
|
-3.51
|
| ING SIL Sustainable Growth |
-7.64
|
-4.49
|
5.27
|
—
|
| Kiwibank Global Share |
—
|
—
|
—
|
—
|
| Mercer Super Trust Global Shares |
-10.09
|
-5.55
|
8.06
|
-11.06
|
| TOWER Equity |
-8.82
|
-3.94
|
11.31
|
-6.10
|
| Miscellaneous |
3-month (%)
|
6-month (%)
|
1-year (%)
|
2-year (%pa)
|
| Fidelity Options Kiwi |
-4.08
|
3.63
|
18.86
|
7.73
|
(NB: Returns are before tax and after the fees deducted from the funds unit price.)
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