KiwiSaver Performance Survey

February 9, 2011 on 1:38 pm | In KiwiSaver Articles, KiwiSaver News | No Comments

Returns to 31 December 2010

 

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
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KiwiSaver Performance Survey

February 9, 2010 on 4:52 pm | In KiwiSaver Articles, KiwiSaver News | No Comments

KiwiSaver Performance Survey – Returns to 31 December 2009

 

 

KiwiSaver Performance Survey – Returns to 31 December 2009 http://www.goodreturns.co.nz/pics/morningstar_logo.gif

  
         
Default Options
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver (Default) Fund
1.87
4.44
6.78
3.94
ASB KiwiSaver Conservative Fund (Default)
1.23
5.09
6.43
4.24
AXA KiwiSaver Income Plus (Default)
1.79
7.21
10.74
3.57
ING KiwiSaver – Conservative Fund (Default)
1.44
5.62
6.30
4.24
Mercer KiwiSaver Conservative (Default)
1.78
8.45
13.99
4.84
TOWER KiwiPlan-Cash Enhanced (Default)
1.64
5.09
7.68
3.98
         
Multisector Options        
Conservative
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver (Default) Fund
1.87
4.44
6.78
3.94
ANZ KiwiSaver – Conservative Fund
1.78
6.07
6.53
4.28
ASB FirstChoice KiwiSaver Tracker Conserv Fund
1.24
5.10
6.41
4.19
ASB KiwiSaver Conservative Fund (Default)
1.23
5.09
6.43
4.24
Asteron KiwiSaver Conservative Fund
2.18
6.46
6.89
2.30
AXA KiwiSaver Income Plus (Default)
1.79
7.21
10.74
3.57
Fidelity KiwiSaver-Capital Guaranteed Kiwi
1.12
3.55
4.93
—
Fidelity KiwiSaver-Conservative Kiwi Fund
2.16
6.35
7.22
4.21
Fisher Funds Conservative KiwiSaver Fund
0.35
0.35
—
—
Gareth Morgan Kiwisaver Scheme Conservative Fund
1.43
3.43
3.90
4.24
Grosvenor KiwiSaver Enhanced Income Fund
1.33
2.03
3.28
6.47
ING KiwiSaver – Conservative Fund (Default)
1.44
5.62
6.30
4.24
ING KiwiSaver SIL Conservative Fund
1.75
6.13
6.70
4.53
Mercer KiwiSaver Conservative (Default)
1.78
8.45
13.99
4.84
National Bank KiwiSaver – Conservative
1.79
6.09
6.65
4.35
Smartshares Smartkiwi Conservative Fund
1.70
4.85
6.69
2.52
TOWER KiwiPlan-Cash Enhanced (Default)
1.64
5.09
7.68
3.98
Average
1.56
5.08
6.95
4.13
         
Moderate
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Conservative Fund
2.19
5.37
6.20
5.70
AMP KiwiSaver Moderate Fund
2.73
6.88
8.13
2.19
ANZ KiwiSaver – Conservative Balanced Fund
2.39
8.59
9.28
2.26
ASB FirstChoice KiwiSaver Active Conservative Fund
1.60
7.95
11.04
2.58
ASB FirstChoice KiwiSaver Tracker Moderate Fund
1.86
9.11
9.77
0.79
ASB KiwiSaver Moderate Fund
1.85
9.02
9.75
1.17
AXA KiwiSaver Conservative
2.08
8.18
11.73
—
Grosvenor KiwiSaver Conservative Fund
1.39
5.60
7.23
3.39
Huljich Conservative Diversified KiwiSaver Fund
0.81
9.24
12.08
12.89
ING KiwiSaver – Conservative Balanced
1.75
7.47
8.10
1.93
ING KiwiSaver SIL Conservative Balanced Fund
2.38
8.70
9.61
2.49
Mercer Super Trust KiwiSaver Conservative
1.73
9.11
15.00
2.59
National Bank KiwiSaver – Conservative Balanced
2.36
8.60
9.25
2.23
Smartshares Smartkiwi Balanced Fund
3.30
13.78
15.51
-3.88
TOWER KiwiPlan-Conservative
2.06
7.96
10.66
2.52
Westpac KiwiSaver-Conservative Fund
1.71
6.27
7.15
2.75
Average
2.01
8.17
9.89
2.05
         
Balanced
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Balanced Fund
3.61
9.36
11.59
-1.31
AMP KiwiSaver Moderate Balanced Fund
3.29
8.43
10.10
-0.22
AMP KiwiSaver-TOWER Balanced Fund
3.12
11.18
13.18
-0.16
ANZ KiwiSaver – Balanced Fund
2.94
10.99
11.93
0.19
ASB FirstChoice KiwiSaver Active Balanced Fund
2.35
11.61
14.56
-2.12
ASB FirstChoice KiwiSaver Tracker Balanced Fund
2.45
11.92
12.89
-2.41
ASB KiwiSaver Balanced Fund
2.46
11.83
12.84
-2.18
Asteron KiwiSaver Balanced Fund
2.95
11.41
15.72
-0.41
AXA KiwiSaver Balanced
3.57
13.94
19.74
-1.58
Brook Professional KiwiSaver Scheme Balanced Fund
2.52
7.56
10.20
4.93
Fidelity KiwiSaver-Balanced Kiwi Fund
2.38
8.22
8.66
3.76
Fidelity KiwiSaver-Ethical Kiwi
2.06
7.92
11.54
—
Gareth Morgan Kiwisaver Scheme Balanced Fund
2.12
4.98
3.75
0.65
Grosvenor KiwiSaver Balanced Fund
1.93
9.21
10.87
1.39
Huljich Balanced Diversified KiwiSaver Fund
0.68
12.09
16.10
8.63
ING KiwiSaver – Balanced
2.05
9.27
9.91
-0.75
ING KiwiSaver SIL Balanced Fund
2.93
11.11
12.27
0.50
Mercer KiwiSaver Balanced
2.23
13.48
19.98
-2.48
Mercer Super Trust KiwiSaver Active Balanced
2.23
13.38
19.32
-2.48
Mercer Super Trust KiwiSaver Moderate
2.27
11.36
16.81
-0.21
National Bank KiwiSaver – Balanced
2.89
10.94
11.89
0.21
TOWER KiwiPlan-Balanced
2.98
10.09
12.27
-0.80
Westpac KiwiSaver-Balanced Fund
3.01
10.28
11.23
-0.66
Average
2.57
10.39
12.78
-0.29
         
Growth
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver-ING SIL Balanced Fund
5.03
14.11
16.20
-0.79
AMP KiwiSaver Growth Fund
4.41
11.52
14.01
-5.76
AMP KiwiSaver – TYNDALL Balanced Fund
2.83
11.41
14.33
-2.66
ANZ KiwiSaver – Balanced Growth Fund
3.44
13.39
14.55
-2.09
ANZ KiwiSaver – Growth Fund
4.03
15.82
17.35
-4.44
ASB FirstChoice KiwiSaver Active Growth Fund
2.74
13.86
17.03
-4.46
ASB FirstChoice KiwiSaver Tracker Growth Fund
3.03
14.44
15.70
-5.83
ASB KiwiSaver Growth Fund
3.02
14.35
15.63
-5.44
Asteron KiwiSaver Balanced Growth Fund
3.93
15.33
22.96
-3.75
Fidelity KiwiSaver-Growth Kiwi Fund
2.20
9.58
10.36
0.76
Gareth Morgan Kiwisaver Scheme Growth Fund
1.73
4.01
3.25
-4.55
Huljich Growth Diversified KiwiSaver Fund
0.66
14.33
18.54
11.31
ING KiwiSaver – Balanced Growth
2.39
11.11
11.86
-3.28
ING KiwiSaver – Growth Fund
2.69
12.92
13.61
-5.78
ING KiwiSaver SIL Balanced Growth Fund
3.51
13.61
15.03
-1.76
ING KiwiSaver SIL Growth Fund
4.08
16.02
17.79
-4.20
Mercer Super Trust KiwiSaver Growth
2.28
14.10
19.79
-4.71
National Bank KiwiSaver – Balanced Growth
3.42
13.39
14.53
-2.17
National Bank KiwiSaver – Growth
4.01
15.80
17.07
-4.57
Westpac KiwiSaver-Growth Fund
3.36
12.19
13.16
-2.66
Average
3.14
13.00
14.96
-3.59
         
Aggressive
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Aggressive Fund
4.99
13.03
15.89
-8.18
AXA KiwiSaver Growth
4.43
17.44
23.83
-5.38
Brook Professional KiwiSaver Scheme Growth Fund
3.85
12.77
16.38
6.50
Fidelity KiwiSaver-Aggressive Kiwi Fund
2.70
12.71
21.80
0.31
First NZ Capital KiwiSaver Scheme
2.57
8.71
12.43
-10.80
Fisher Funds Growth KiwiSaver Fund
4.94
21.02
47.79
3.01
Grosvenor KiwiSaver Geared Growth Fund
2.88
—
—
—
Grosvenor KiwiSaver High Growth Fund
2.41
12.83
14.05
-5.67
Mercer KiwiSaver High Growth
2.53
16.38
22.19
-7.59
Mercer Super Trust KiwiSaver High Growth
2.49
16.20
21.16
-7.64
TOWER KiwiPlan-Growth
3.84
14.36
17.62
-5.65
Westpac KiwiSaver – Capital Protection Plan (1)
4.32
14.95
16.14
—
Average
3.50
14.58
20.84
-4.11
         
Single Sector Options        
Cash
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
AMP KiwiSaver Cash Fund
0.94
1.89
4.18
6.59
ANZ KiwiSaver Cash Fund
0.51
1.02
2.71
—
ASB FirstChoice KiwiSaver NZ Cash Fund
0.59
1.18
2.93
5.63
ASB KiwiSaver NZ Bank Deposit Fund
0.60
1.19
2.95
5.67
Asteron KiwiSaver Capital Fund
0.73
1.59
4.49
6.11
AXA KiwiSaver Cash
1.02
2.28
4.24
5.74
ING KiwiSaver – Cash Plus Fund
0.57
1.22
3.03
5.90
ING KiwiSaver SIL Cash Plus Fund
0.42
0.96
2.43
5.33
Mercer KiwiSaver Cash
0.90
1.81
3.95
6.19
Mercer Super Trust KiwiSaver Cash
0.92
1.76
3.78
6.09
National Bank KiwiSaver Cash Fund
0.51
1.01
2.73
—
TOWER KiwiPlan-Preservation
0.81
1.54
3.60
5.95
Westpac KiwiSaver-Cash Fund
0.73
1.55
3.41
4.63
         
Fixed Income
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Asteron KiwiSaver High Yield Fixed Interest Fund
2.87
5.46
4.90
3.13
ING KiwiSaver SIL New Zealand Fixed Interest Fund
2.03
3.77
3.20
4.83
ING KiwiSaver SIL International Fixed Int Fund
0.42
2.98
2.51
8.86
Mercer Super Trust KiwiSaver Fixed Interest
1.96
9.10
17.06
9.42
         
Property
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Asteron KiwiSaver Global Property Fund
3.01
31.28
22.91
-20.70
ING KiwiSaver SIL Australasian Property Fund
2.37
20.99
15.03
-7.90
ING KiwiSaver SIL International Property Fund
6.85
35.03
25.15
-16.34
Mercer Super Trust KiwiSaver Property
3.57
31.72
28.58
-10.60
         
Australasian Equity
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Aon KiwiSaver Milford Aggressive Fund
4.48
12.83
21.98
11.37
Asteron KiwiSaver SRI Share Fund
2.19
14.85
23.25
-7.64
Asteron KiwiSaver Trans-Tasman Small Companies Shr
6.45
27.75
61.67
-4.97
ING KiwiSaver SIL Australasian Share Fund
3.28
17.66
20.11
-7.53
Mercer Super Trust KiwiSaver Trans-Tasman Shares
2.61
18.24
22.13
-6.90
Mercer Super Trust KiwiSaver Shares
2.57
15.64
21.26
-10.46
Smartshares Smartkiwi Growth Fund
4.58
21.30
22.89
-10.29
         
International Equity
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
ASB FirstChoice KiwiSaver Active High Growth Fund
3.44
14.07
13.66
—
ASB FirstChoice KiwiSaver Global Sustainability Fd
3.63
12.83
17.91
—
Asteron KiwiSaver International Share Fund
3.74
13.26
12.96
-10.52
ING KiwiSaver SIL International Share Fund
4.78
11.00
10.23
-6.72
ING Kiwisaver SIL Sustainable Growth Fund
4.16
10.23
7.82
—
Mercer Super Trust KiwiSaver Global Shares
2.49
14.42
19.98
-12.45
TOWER KiwiPlan-Equity
5.48
15.88
18.99
-10.96
         
Miscellaneous
3-month
(%)
6-month
(%)
1-year
(%)
2-year
(%pa)
Fidelity KiwiSaver-Options Kiwi Fund
4.15
14.70
38.87
12.80
         
Returns are before tax and after the fees deducted from the funds unit price. Estimated Total Fee is the sum of the ongoing Management Fees, the Trustee Fees, and Administration Fees that are charged as a percentage of your account balance, and are reflected in the fund’s performance. Additional fees are dollar-based Administration or Membership Fees payable in addition to the Total Fee, and are not reflected in the fund’s performance. (a) Total Fee is the greater of $50 or 1 percent of the account balance. (b) Total Fee is a minimum of $40 or 0.85 percent dependent upon account balance.  *The unit prices supplied by Huljich Funds Management for the period prior to August 2009 include additional payments provided by the investment manager. See the funds prospectus for more details. While these returns do represent the experience of investors in the Huljich funds over this period, they are nonetheless not comparable to the results of other KiwiSaver fund managers. The Huljich funds have not been assigned a rank and have been excluded from the category averages for the affected time periods.
         
         
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