KiwiSaver Performance Survey results table

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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 31 March 2009
Default Options Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver Default Fund AMP 0.36 -1.45 1.91
ASB KiwiSaver Conservative Fund (Default) ASB -1.16 -0.28 1.44
AXA KiwiSaver Income Plus AXA -0.81 -1.48 -2.19
ING KiwiSaver – Conservative Fund ING -1.47 -0.66 0.67
TOWER KiwiPlan-Cash Enhanced Tower -0.83 -1.93 -0.48
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Multisector Options
Conservative Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver Default Fund AMP 0.36 -1.45 1.91
ANZ KiwiSaver – Conservative Fund ING -1.55 -1.50 0.34
ASB FirstChoice KiwiSaver Tracker Conserv Fund ASB -1.16 -0.13 1.51
ASB KiwiSaver Conservative Fund (Default) ASB -1.16 -0.28 1.44
Asteron KiwiSaver Conservative Fund Asteron -3.84 -3.94 -3.72
AXA KiwiSaver Income Plus AXA -0.81 -1.48 -2.19
Fidelity KiwiSaver-Capital Guaranteed Kiwi Fidelity 0.16 0.26
Fidelity KiwiSaver-Conservative Kiwi Fund Fidelity -2.10 -3.40 -0.60
ING KiwiSaver – Conservative Fund ING -1.47 -0.66 0.67
ING KiwiSaver SIL Conservative Fund ING -1.47 -1.32 0.55
National Bank KiwiSaver – Conservative ING -1.54 -1.48 0.35
Smartshares Smartkiwi Conservative Fund NZX 0.32 -1.50 0.78
TOWER KiwiPlan-Cash Enhanced Tower -0.83 -1.93 -0.48
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Moderate Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver Conservative Fund AMP -0.01 1.45 6.17
AMP KiwiSaver Moderate Fund AMP -0.59 -4.47 -1.52
ANZ KiwiSaver – Conservative Balanced Fund ING -2.80 -5.74 -5.40
ASB FirstChoice KiwiSaver Active Conservative Fund ASB -1.62 -3.31 -3.60
ASB FirstChoice KiwiSaver Tracker Moderate Fund ASB -4.23 -8.43 -9.01
ASB KiwiSaver Moderate Fund ASB -4.22 -8.37 -8.61
AXA KiwiSaver Conservative AXA -1.15 -2.06
Huljich Conservative Diversified KiwiSaver Fund Huljich -1.33 5.83 7.39
ING KiwiSaver – Conservative Balanced ING -2.79 -4.26 -4.66
ING KiwiSaver SIL Conservative Balanced Fund ING -2.67 -5.55 -5.23
National Bank KiwiSaver – Conservative Balanced ING -2.82 -5.73 -5.44
Smartshares Smartkiwi Balanced Fund NZX -3.73 -12.74 -14.68
TOWER KiwiPlan-Conservative Tower -2.12 -5.25 -5.84
Westpac KiwiSaver-Conservative Fund Westpac -1.38 -1.76 -0.88
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Balanced Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver – TYNDALL Balanced Fund Tyndall -1.96 -12.81 -13.32
AMP KiwiSaver Balanced Fund AMP -1.36 -9.89 -9.14
AMP KiwiSaver-ING Balanced Fund AMP -2.66 -13.71 -12.88
AMP KiwiSaver Moderate Balanced Fund AMP -1.18 -8.32 -6.86
AMP KiwiSaver-TOWER Balanced Fund AMP -1.04 -9.27 -10.16
ANZ KiwiSaver – Balanced Fund ING -3.79 -9.32 -10.51
ASB FirstChoice KiwiSaver Active Balanced Fund ASB -4.01 -10.91 -14.27
ASB FirstChoice KiwiSaver Tracker Balanced Fund ASB -5.92 -13.76 -16.35
ASB KiwiSaver Balanced Fund ASB -5.91 -14.05 -16.24
Asteron KiwiSaver Balanced Fund Asteron -2.25 -9.58 -11.29
AXA KiwiSaver Balanced AXA -3.51 -10.64 -16.17
Brook Professional KiwiSaver Scheme Balanced Fund Brook -0.14 -2.71 -1.71
Fidelity KiwiSaver-Balanced Kiwi Fund Fidelity -4.67 -6.13 -4.49
Fidelity KiwiSaver-Ethical Kiwi Fidelity -3.03 -10.89
Huljich Balanced Diversified KiwiSaver Fund Huljich -1.06 1.82 -1.40
ING KiwiSaver – Balanced ING -3.91 -7.63 -9.97
ING KiwiSaver SIL Balanced Fund ING -3.62 -8.95 -10.15
National Bank KiwiSaver – Balanced ING -3.78 -9.23 -10.40
TOWER KiwiPlan-Balanced Tower -4.71 -10.14 -13.26
Westpac KiwiSaver-Balanced Fund Westpac -3.72 -6.96 -9.32
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Growth Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver Growth Fund AMP -2.32 -17.05 -18.11
ANZ KiwiSaver – Balanced Growth Fund ING -4.92 -13.09 -15.69
ANZ KiwiSaver – Growth Fund ING -5.82 -16.59 -20.66
ASB FirstChoice KiwiSaver Active Growth Fund ASB -4.96 -13.99 -19.09
ASB FirstChoice KiwiSaver Tracker Growth Fund ASB -7.52 -19.15 -23.37
ASB KiwiSaver Growth Fund ASB -7.51 -19.15 -22.98
Asteron KiwiSaver Balanced Growth Fund Asteron -1.90 -15.65 -18.74
Fidelity KiwiSaver-Growth Kiwi Fund Fidelity -6.81 -12.27 -12.85
Huljich Growth Diversified KiwiSaver Fund Huljich -1.08 1.67 -3.68
ING KiwiSaver – Balanced Growth ING -5.02 -10.87 -14.86
ING KiwiSaver – Growth Fund ING -6.19 -14.25 -19.71
ING KiwiSaver SIL Balanced Growth Fund ING -4.74 -12.76 -15.42
ING KiwiSaver SIL Growth Fund ING -5.61 -16.30 -20.36
National Bank KiwiSaver – Balanced Growth ING -4.87 -13.10 -15.74
National Bank KiwiSaver – Growth ING -5.91 -16.70 -20.73
Westpac KiwiSaver-Growth Fund Westpac -4.52 -9.82 -13.54
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Aggressive Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver Aggressive Fund AMP -2.92 -20.64 -22.71
AXA KiwiSaver Growth AXA -5.66 -16.88 -24.18
Brook Professional KiwiSaver Scheme Growth Fund Brook -0.80 -5.53 -6.30
Fidelity KiwiSaver-Aggressive Kiwi Fund Fidelity -2.14 -15.01 -14.75
First NZ Capital KiwiSaver Scheme FNZC -2.86 -19.06 -26.15
Fisher Funds Growth KiwiSaver Scheme Fisher 2.89 -11.92 -16.04
TOWER KiwiPlan-Growth Tower -6.58 -17.02 -23.19
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Single Sector Options
Cash Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AMP KiwiSaver Cash Fund AMP 1.25 3.44 8.06
ASB FirstChoice KiwiSaver NZ Cash Fund ASB 1.00 2.87 7.31
ASB KiwiSaver NZ Bank Deposit Fund ASB 1.00 2.87 7.26
Asteron KiwiSaver Capital Fund Asteron 1.90 3.33 7.67
AXA KiwiSaver Cash AXA 0.72 2.38 6.37
ING KiwiSaver – Cash Plus Fund ING 1.10 2.91 7.24
ING KiwiSaver SIL Cash Plus Fund ING 0.93 2.58 6.62
ANZ KiwiSaver Cash Fund NZGT 1.04 2.76
National Bank KiwiSaver Cash Fund NZGT 1.05 2.77
TOWER KiwiPlan-Preservation Tower 1.13 3.02 7.36
Westpac KiwiSaver-Cash Fund Westpac 0.92 2.33 5.95
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Fixed Income Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
Asteron KiwiSaver High Yield Fixed Interest Fund Asteron -4.81 -2.91 -2.33
ING KiwiSaver SIL New Zealand Fixed Interest Fund ING -1.83 -1.72 3.00
ING KiwiSaver SIL International Fixed Int Fund ING -0.01 7.34 11.09
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Property Underlying
Manager
3-month 6-month 1-year
Asteron KiwiSaver Global Property Fund Asteron -21.24 -52.32 -55.99
ING KiwiSaver SIL Australasian Property Fund ING -7.73 -20.08 -25.00
ING KiwiSaver SIL International Property Fund ING -26.13 -53.07 -58.26
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Australasian Equity Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
AonSaver AMT KiwiSaver Milford Aggressive Fund Milford 2.03 3.61 6.74
Asteron KiwiSaver SRI Share Fund Asteron -3.95 -13.62 -22.83
Asteron KiwiSaver Trans-Tasman Small Companies Shr Asteron 5.53 -20.19 -27.65
ING KiwiSaver SIL Australasian Share Fund ING -3.48 -12.82 -20.59
Smartshares Smartkiwi Growth Fund NZX -6.63 -21.82 -26.98
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International Equity Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
ASB FirstChoice KiwiSaver Active High Growth Fund ASB -9.43 -24.46
ASB FirstChoice KiwiSaver Global Sustainability Fd ASB -4.50 -9.30
Asteron KiwiSaver International Share Fund Asteron -5.34 -22.39 -25.26
ING KiwiSaver SIL International Share Fund ING -7.47 -16.64 -19.69
ING Kiwisaver SIL Sustainable Growth Fund Super’tion Inv -6.58 -16.42
TOWER KiwiPlan-Equity Tower -8.03 -21.41 -30.59
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Miscellaneous Underlying
Manager
3-month
(%)
6-month
(%)
1-year
(%)
Fidelity KiwiSaver-Options Kiwi Fund Fidelity 12.96 -13.52 -1.51
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Note: Mike Pero and NZF SuperKiwi KiwiSaver products are represented by the Huljich funds.
Estimated Total Ongoing Fee is the sum of the Management Fee, the Trustee Fee, and Administration Fees.