KiwiSaver Performance Survey – June 2010
July 28, 2010 on 10:57 am | In KiwiSaver Articles, KiwiSaver News | No CommentsThe latest KiwiSaver Performance Survey results from Morningstar.
| KiwiSaver Performance Survey – Returns to 30 June 2010 |  |
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| 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 |
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