Morningstar KiwiSaver Performance Survey
Returns to 31 December 2010
Monday, February 7th 2011, 6:00AM
| Default Options | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP Default Fund | 1.86 | 4.17 | 4.63 | 5.55 | 3.97 |
| ASB Scheme's Cnsrv (Default) | 0.54 | 3.93 | 5.69 | 6.04 | 4.72 |
| AXA Income Plus (Default) | 1.00 | 4.40 | 6.22 | 8.46 | 4.44 |
| Mercer Conservative (Default) | 0.62 | 2.69 | 6.34 | 10.10 | 5.34 |
| OnePath Conservative (Default) | 0.49 | 3.90 | 6.06 | 6.18 | 4.84 |
| TOWER Cash Enhanced (Default) | 1.03 | 3.31 | 5.04 | 6.34 | 4.32 |
| Peer Group Averages | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| Default Options | 0.92 | 3.73 | 5.66 | 7.11 | 4.60 |
| Conservative | 0.81 | 3.84 | 5.63 | 6.95 | 4.65 |
| Moderate | 1.32 | 5.35 | 6.06 | 8.55 | 3.40 |
| Balanced | 2.40 | 7.12 | 6.01 | 9.95 | 1.92 |
| Growth | 3.20 | 8.80 | 6.19 | 11.06 | -0.11 |
| Aggressive | 4.26 | 10.64 | 6.25 | 14.16 | -0.49 |
| Multisector Options | |||||
| Conservative | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP Default Fund | 1.86 | 4.17 | 4.63 | 5.55 | 3.97 |
| ANZ - Conservative Fund | 0.59 | 3.86 | 5.95 | 6.24 | 4.83 |
| Aon Russell Lifepoints Cnsrv | 0.68 | 5.07 | 9.93 | 13.77 | 6.25 |
| ASB Scheme's Cnsrv (Default) | 0.54 | 3.93 | 5.69 | 6.04 | 4.72 |
| AXA Income Plus (Default) | 1.00 | 4.40 | 6.22 | 8.46 | 4.44 |
| FC Scheme's Tracker Cnsrv | 0.54 | 3.92 | 5.65 | 6.02 | 4.67 |
| Fidelity Capital Guarant Kiwi | 0.58 | 2.92 | 4.39 | 4.66 | -- |
| Fidelity Conservative Kiwi Fd | 0.65 | 4.71 | 6.31 | 6.76 | 4.90 |
| Fisher Funds Conservative Fund | 0.64 | 2.88 | 2.89 | -- | -- |
| Mercer Conservative (Default) | 0.62 | 2.69 | 6.34 | 10.10 | 5.34 |
| National Bank - Conserv | 0.58 | 3.86 | 5.94 | 6.30 | 4.88 |
| OnePath Conservative (Default) | 0.49 | 3.90 | 6.06 | 6.18 | 4.84 |
| SIL Conservative | 0.60 | 3.91 | 6.04 | 6.37 | 5.03 |
| Smartshares Conservative | 1.78 | 4.05 | 3.32 | 4.57 | 2.21 |
| TOWER Cash Enhanced (Default) | 1.03 | 3.31 | 5.04 | 6.34 | 4.32 |
| Average | 0.81 | 3.84 | 5.63 | 6.95 | 4.65 |
| Moderate | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP LS Conservative Fund | 1.21 | 4.39 | 5.51 | 5.61 | 5.31 |
| AMP LS Moderate Fund | 2.17 | 5.91 | 5.75 | 6.71 | 3.07 |
| ANZ - Conservative Bal | 1.51 | 5.72 | 6.55 | 7.91 | 3.67 |
| Aon Russell Lifepoints 2015 | 1.72 | 6.49 | 10.04 | 15.22 | 4.60 |
| Aon Russell Lifepoints Mod | 2.42 | 7.41 | 10.17 | 15.76 | 3.96 |
| ASB Scheme's Moderate | 1.36 | 6.52 | 7.16 | 8.43 | 3.12 |
| AXA Conservative | 1.16 | 5.12 | 6.62 | 8.87 | -- |
| FC Scheme's Active Cnsrv | 0.77 | 4.58 | 5.21 | 8.07 | 3.44 |
| FC Scheme's Tracker Moderat | 1.36 | 6.52 | 7.12 | 8.42 | 2.85 |
| Grosvenor Conservative Fund | -0.53 | 2.38 | 4.96 | 6.09 | 3.91 |
| Huljich Conservative Divers Fd | 0.21 | 1.36 | -2.56 | 4.50 | -- |
| Mercer Super Trust Conserv | 1.10 | 3.51 | 6.33 | 10.58 | 3.82 |
| National Bank - Conserv Bal Fd | 1.52 | 5.75 | 6.60 | 7.92 | 3.66 |
| OnePath Conservative Balanced | 1.29 | 5.59 | 6.12 | 7.10 | 3.31 |
| SIL Conservative Balanced | 1.53 | 5.76 | 6.76 | 8.18 | 3.89 |
| Smartshares Balanced | 2.66 | 11.00 | 4.29 | 9.35 | -1.82 |
| TOWER Conservative | 0.80 | 3.95 | 7.02 | 8.81 | 3.99 |
| Westpac Conservative Fund | 1.47 | 4.41 | 5.44 | 6.35 | 3.70 |
| Average | 1.32 | 5.35 | 6.06 | 8.55 | 3.40 |
| Balanced | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP LS Balanced Fund | 3.55 | 8.45 | 6.19 | 8.67 | 0.90 |
| AMP LS Moderate Balanced Fund | 3.15 | 7.47 | 6.02 | 7.83 | 1.55 |
| AMP TOWER Balanced Fund | 2.74 | 6.46 | 7.96 | 10.33 | 2.23 |
| ANZ - Balanced Fund | 2.35 | 7.41 | 6.94 | 9.41 | 2.39 |
| Aon OnePath Balanced | 3.29 | 8.75 | 9.29 | 15.24 | 4.01 |
| Aon Russell Lifepoints 2025 | 3.48 | 8.81 | 10.28 | 16.80 | 1.88 |
| Aon Russell Lifepoints Bal | 4.24 | 9.98 | 10.39 | 17.58 | 1.21 |
| ASB Scheme's Balanced | 2.49 | 9.08 | 7.62 | 10.17 | 0.97 |
| AXA Balanced | 3.32 | 9.68 | 7.05 | 12.94 | 0.88 |
| Brook Professional Balanced Fd | 1.86 | 5.31 | 1.53 | 5.77 | 3.78 |
| FC Scheme's Active Balanced | 1.94 | 7.56 | 5.42 | 9.88 | 0.32 |
| FC Scheme's Tracker Balancd | 2.49 | 9.07 | 7.57 | 10.17 | 0.79 |
| Fidelity Balanced Kiwi Fund | 1.51 | 6.61 | 5.70 | 7.17 | 4.40 |
| Fidelity Ethical Kiwi | 1.39 | 6.57 | 5.34 | 8.39 | -- |
| Forsyth Barr Balanced Port | 2.06 | 4.41 | 1.22 | 5.95 | -- |
| Grosvenor Balanced Fund | 0.20 | 4.02 | 3.94 | 7.35 | 2.23 |
| Huljich Balanced Diversified | -0.08 | 0.90 | -6.00 | 4.47 | -- |
| Mercer Balanced | 2.57 | 7.16 | 7.38 | 13.51 | 0.70 |
| Mercer Super Trust Moderate | 2.07 | 6.06 | 6.72 | 11.65 | 2.05 |
| Milford Balanced | 2.62 | 6.84 | -- | -- | -- |
| National Bank - Bal | 2.37 | 7.43 | 6.99 | 9.41 | 2.42 |
| OnePath Balanced | 2.12 | 7.28 | 6.17 | 8.03 | 1.51 |
| SIL Balanced | 2.39 | 7.43 | 7.06 | 9.63 | 2.64 |
| TOWER Balanced | 2.26 | 7.04 | 7.68 | 9.94 | 1.95 |
| Westpac Balanced Fund | 3.72 | 8.22 | 5.84 | 8.60 | 1.56 |
| Average | 2.40 | 7.12 | 6.01 | 9.95 | 1.92 |
| Growth | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP LS Growth Fund | 5.15 | 10.62 | 6.59 | 10.07 | -2.02 |
| AMP OnePath Balanced Plus Fund | 3.63 | 8.42 | 7.54 | 11.85 | 2.07 |
| AMP Tyndall Balanced Fund | 1.90 | 5.89 | 6.53 | 10.16 | 0.08 |
| ANZ - Balanced Gth Fund | 3.24 | 9.08 | 7.36 | 10.90 | 0.96 |
| ANZ - Growth Fund | 4.12 | 10.79 | 7.52 | 12.33 | -0.62 |
| Aon Russell Lifepoints 2035 | 4.94 | 10.78 | 10.41 | 17.87 | -0.24 |
| Aon Russell Lifepoints Growth | 5.39 | 11.40 | 10.44 | 18.29 | -0.72 |
| Aon Tyndall Balanced | 1.59 | 6.24 | 6.48 | 10.26 | 1.65 |
| ASB Scheme's Growth | 3.70 | 11.62 | 7.73 | 11.58 | -1.26 |
| FC Scheme's Active Growth | 2.80 | 9.64 | 4.95 | 10.80 | -1.43 |
| FC Scheme's Tracker Growth | 3.71 | 11.62 | 7.70 | 11.59 | -1.54 |
| Fidelity Growth Kiwi Fund | 2.39 | 8.67 | 5.43 | 7.87 | 2.30 |
| Forsyth Barr Growth Portfolio | 3.20 | 6.11 | 0.15 | 6.77 | -- |
| Grosvenor Balanced Growth | 0.85 | 5.88 | -- | -- | -- |
| Huljich Growth Diversified Fd | -0.13 | 0.68 | -9.53 | 3.56 | -- |
| Mercer Super Trust Active Bal | 2.52 | 7.12 | 7.20 | 13.10 | 0.64 |
| Mercer Super Trust Growth | 3.17 | 8.60 | 7.01 | 13.22 | -0.95 |
| National Bank - Bal Gth Fund | 3.27 | 9.12 | 7.42 | 10.92 | 0.93 |
| National Bank - Gth Fd | 4.13 | 10.78 | 7.57 | 12.22 | -0.69 |
| OnePath Balanced Growth | 2.96 | 8.92 | 5.99 | 8.89 | -0.28 |
| OnePath Growth | 3.87 | 10.69 | 5.79 | 9.63 | -2.06 |
| SIL Balanced Growth | 3.27 | 9.15 | 7.35 | 11.12 | 1.19 |
| SIL Growth Fund | 4.16 | 10.85 | 7.66 | 12.62 | -0.40 |
| Staples Rodway Balanced | 3.53 | 10.05 | 7.76 | 10.34 | -- |
| Staples Rodway Growth | 1.33 | 6.44 | 6.17 | 11.14 | -- |
| Westpac Growth Fund | 4.51 | 9.59 | 5.64 | 9.47 | 0.17 |
| Average | 3.20 | 8.80 | 6.19 | 11.06 | -0.11 |
| Aggressive | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP LS Aggressive Fund | 6.16 | 12.24 | 6.79 | 11.09 | -3.62 |
| Aon Russell Lifepoints 2045 | 6.29 | 12.64 | 10.57 | 19.08 | -2.51 |
| AXA Growth | 5.15 | 12.98 | 6.80 | 14.71 | -1.81 |
| Brook Professional Growth Fund | 2.94 | 8.27 | 1.37 | 8.62 | 4.76 |
| Fidelity Aggressive Kiwi Fund | 2.93 | 9.61 | 6.96 | 14.14 | 2.48 |
| Fisher Funds Growth Fund | 4.57 | 14.55 | 10.68 | 27.89 | 5.51 |
| Grosvenor Geared Growth Fund | 1.47 | 6.90 | 3.25 | -- | -- |
| Grosvenor High Growth Fund | 1.60 | 6.97 | 2.79 | 8.27 | -2.93 |
| Mercer High Growth | 4.15 | 10.95 | 7.83 | 14.78 | -2.71 |
| Mercer Super Trust High Growth | 4.07 | 10.82 | 7.45 | 14.09 | -2.86 |
| TOWER Growth | 3.83 | 9.57 | 8.18 | 12.79 | -1.23 |
| Westpac Capital Protect Plan 1 | 6.09 | 11.43 | 4.32 | 10.29 | -- |
| Westpac Capital Protect Plan 2 | 6.09 | 11.42 | 4.29 | -- | -- |
| Average | 4.26 | 10.64 | 6.25 | 14.16 | -0.49 |
| Single Sector Options | |||||
| Cash | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| AMP Cash Fund | 0.90 | 1.79 | 3.37 | 3.51 | 5.14 |
| ANZ Cash Fund | 0.64 | 1.25 | 2.24 | 2.47 | -- |
| Aon OnePath Cash | 0.83 | 1.56 | 2.85 | 2.80 | 4.43 |
| Aon Tyndall Cash | 0.95 | 1.75 | 3.55 | 3.60 | 5.18 |
| ASB Scheme's NZ Bank Deposit | 0.71 | 1.41 | 2.61 | 2.78 | 4.64 |
| AXA Cash | 0.74 | 1.50 | 2.91 | 3.32 | 4.44 |
| FC Scheme's NZ Cash | 0.71 | 1.40 | 2.58 | 2.76 | 4.61 |
| Grosvenor Enhanced Income Fund | 0.82 | 1.86 | 3.70 | 3.49 | 5.54 |
| Mercer Cash | 1.09 | 2.16 | 4.58 | 4.24 | 5.63 |
| Mercer Super Trust Cash | 1.01 | 2.04 | 4.58 | 4.18 | 5.58 |
| National Bank - Cash Fd | 0.64 | 1.25 | 2.26 | 2.49 | -- |
| OnePath Cash Fund | 0.67 | 1.33 | 2.48 | 2.75 | 4.74 |
| SIL Cash Fund | 0.54 | 1.07 | 1.93 | 2.18 | 4.18 |
| Staples Rodway Conservative | 0.97 | 1.80 | 3.69 | 2.91 | -- |
| TOWER Preservation | 0.76 | 1.58 | 3.03 | 3.30 | 4.95 |
| Westpac Cash Fund | 0.79 | 1.56 | 2.88 | 3.15 | 4.04 |
| Fixed Income | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| Mercer Super Trust Fixed Intr | -1.34 | -0.96 | 6.78 | 11.80 | 8.53 |
| SIL International Fixed Int | -1.72 | 1.16 | 5.69 | 4.09 | 7.80 |
| SIL New Zealand Fixed Interest | -0.47 | 2.03 | 8.02 | 5.58 | 5.88 |
| Property | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| Mercer Super Trust Real Assets | 3.67 | 7.25 | 6.44 | 16.98 | -5.25 |
| SIL Australasian Property | 3.33 | 11.74 | 3.12 | 8.91 | -4.36 |
| SIL International Property | 7.67 | 21.40 | 23.33 | 24.24 | -4.79 |
| Australasian Equity | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| Aon Milford | 2.66 | 7.28 | 6.14 | -- | -- |
| Grosvenor Socially Responsible | 1.83 | 9.41 | -- | -- | -- |
| Grosvenor Trs-Tasm Sm Coms Shr | 4.59 | 24.72 | -- | -- | -- |
| Mercer Super Trust Shares | 4.98 | 14.07 | 7.31 | 14.07 | -4.89 |
| Mercer Super Trust TransTasman | 4.49 | 10.13 | 2.50 | 11.88 | -3.87 |
| Milford Aggressive | 2.66 | 7.28 | 6.13 | 13.78 | 9.74 |
| SIL Australasian Share | 4.68 | 9.99 | 1.61 | 10.48 | -4.58 |
| Smartshares Growth | 3.25 | 16.67 | 3.86 | 12.59 | -6.39 |
| International Equity | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| FC Scheme's Active High Growth | 4.03 | 11.45 | 4.52 | 9.00 | -- |
| FC Scheme's Global Sustain | 4.39 | 10.36 | 8.47 | 13.09 | -- |
| Grosvenor International Share | 0.92 | 6.44 | -- | -- | -- |
| Mercer Super Trust Global | 5.17 | 15.60 | 9.18 | 14.45 | -5.77 |
| SIL International Share | 2.26 | 8.50 | 5.19 | 7.68 | -2.92 |
| SIL Sustainable Growth Fund | 1.01 | 6.74 | 1.94 | 4.84 | -- |
| TOWER Equity | 7.07 | 14.22 | 9.70 | 14.23 | -4.56 |
| Miscellaneous | 3-month (%) |
6-month (%) |
1-year (%) |
2-year (%pa) |
3-year (%pa) |
| Fidelity Options Kiwi Fund | 2.58 | 5.39 | 9.21 | 23.15 | 11.59 |
(NB: Returns are before tax and after the fees deducted from the funds unit price.)
| « Strong end to 2010 for KiwiSaver | Fidelity Life Options Kiwi named top performing KiwiSaver fund » |
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