KiwiSaver Performance Survey results

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
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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
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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	-	- Want to read the full article? Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site. You will also be able to comment on articles on Good Returns. Sign in Previous Article Next Article Latest News Make your fees more visible: Anderson 4 min read Generate launches GoCIO for private wealth advisers 4 min read Booster to buy Lifetime advice group 3 min read SIFA puts quality ahead of growth 3 min read KiwiSaver More Read KiwiSaver non-contributing rates high, but there is some nuance to them 3 min read Hardship withdrawals fall but may be short-lived 2 min read KiwiSaver fees cheaper than Australian super, research suggests 4 min read What's driving adviser-led KiwiSaver switches? 3 min read Latest Comments Mindful Money founder steps down Thankyou to a great leader in the ethical and responsible investing world. The world is a better place because of your work in it. 1 day ago Carey Church [Obituary] Josh Bronkhorst Josh, a very kind, and supportive person from when he began in NZ as a BDM to most recent, always offering encouragement and support to everyone. You will be, and are already very much missed my friend, go in peace, and we will share some good times again one day. Condolances to Josh's Family, friends, and colleagues. Geoff Peterson 2 days ago GeoffP [Obituary] Josh Bronkhorst Josh was a top man - Fortunate to share his journey at FID - Kua hinga te tōtara o Te Waonui a Tāne’ (the tōtara in the great forest of Tāne has fallen). 3 days ago Willie Masters [Obituary] Josh Bronkhorst Sad news. Josh was a great operator, and I recall him being very supportive of me in my early career. A bloody good bloke is exactly right. 3 days ago Tim von Dadelszen [Obituary] Josh Bronkhorst The award from FANZ was well deserved for one of the greats of our industry who anchored himself in fairness and high morals. He showed that those underpinnings do not temper reaching great heights. 3 days ago Hamish Patel