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The latest KiwiSaver Performance Survey results from Morningstar.
| 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. [?p=140] 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 (%)
|
?p=140 width="75">
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. ?p=140 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. )
?p=140