Your online guide to KiwiSaver, the Government superannuation scheme
Morningstar plans to expand its coverage and research of KiwiSaver funds in New Zealand. The company announced yesterday that it plans to research around a dozen KiwiSaver funds using its superannuation methodology – the Morningstar Medalist Ratings. Its research methodology has three pillars: People, Process and Parent. The Parent pillar– which assesses stewardship – will …
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FMA chief executive Samantha Barrass unveiled the KiwiSaver Annual Report 2025 at the FSC Conference. KiwiSaver has reached a milestone 18 years with funds under management hitting $123.1 billion. Barrass said that like any 18th birthday, there’s a lot to celebrate – but also a lot to think on for the future. Total funds under …
Consilium says it has seen a surge in advisers using its KiwiWRAP KiwiSaver scheme along with an increasing interest in personalised KiwiSaver advice from high-balance investors. The KiwiWRAP scheme, available to advisers only, now has more than $200 million in funds under management. "KiwiWRAP continues to attract investors with higher balances who are seeking tailored advice …
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Three companies have celebrated $2 billion milestones recently. Tauranga-based First Mortgage Trust recently cracked the $2 billion funds under management. FMT’s strongest growth has come from existing investors and borrowers sharing their positive experiences. “Most of our new investors come to us through word of mouth, from a friend, a family member, or someone they …