KiwiSaver Performance Survey – June 2010

July 28, 2010 on 10:57 am | In KiwiSaver Articles, KiwiSaver News | No Comments

The latest KiwiSaver Performance Survey results from Morningstar.

KiwiSaver Performance Survey – Returns to 30 June 2010   http://www.goodreturns.co.nz/pics/morningstar_logo.gif
         
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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