Fund Name |
Fund Size $ mill |
Annual Returns (Net of Tax & Expenses) |
No of employers |
|||
1 Year |
2 Year |
3 Year |
4 Year |
|||
Growth Funds |
||||||
AMP High Equity |
46.5 |
11.8 |
16.4 |
12.8 |
12.2 |
|
Jacques Martin NZ Growth Fund |
25.4 |
10.5 |
12.9 |
10.4 |
10.7 |
|
Jacques Martin NZ Asset Growth |
10.8 |
6.6 |
0.0 |
0.0 |
0.0 |
|
Tower BT Managed Growth |
0.4 |
6.0 |
7.9 |
8.0 |
9.0 |
10 |
WestpacTrust Dynamic |
164.4 |
5.5 |
9.7 |
7.5 |
7.4 |
|
Tower Pioneer |
4.6 |
4.7 |
10.0 |
9.3 |
9.5 |
24 |
Prudential NZ Equity Management |
0.2 |
4.3 |
6.0 |
5.5 |
5.6 |
|
Tower Focus NZ Shares |
1.9 |
3.9 |
5.7 |
7.1 |
9.0 |
71 |
Prudential Balanced Growth |
15.9 |
3.5 |
6.9 |
6.8 |
7.9 |
|
Tower Explorer |
1.0 |
3.4 |
10.2 |
9.4 |
10.2 |
19 |
Prudential International Equities |
3.3 |
9.3 |
7.5 |
9.9 |
||
Prudential Special Values |
4.0 |
1.4 |
8.0 |
7.8 |
8.7 |
|
Tower Focus International Shares |
6.4 |
1.2 |
14.2 |
11.7 |
13.2 |
72 |
National Mutual Spread Managers |
56.3 |
1.0 |
7.7 |
6.5 |
7.1 |
|
All Growth Funds |
339.3 |
5.8 |
10.4 |
8.4 |
8.5 |
|
Balanced Funds |
||||||
Jacques Martin NZ Balanced |
65.0 |
9.4 |
9.5 |
8.4 |
8.4 |
|
AMP Balanced |
202.3 |
9.0 |
11.8 |
9.8 |
9.6 |
|
AMP Indexed |
9.7 |
8.6 |
8.8 |
7.6 |
7.6 |
|
Armstrong Jones SIL Balanced |
261.3 |
8.4 |
11.8 |
10.5 |
10.8 |
|
AMP ANZ Balanced |
52.2 |
7.5 |
9.3 |
9.0 |
9.6 |
|
Royal Sun Alliance Managed Fund |
88.9 |
6.9 |
9.4 |
8.0 |
8.3 |
34 |
AMP BT |
15.4 |
5.9 |
7.6 |
7.9 |
9.0 |
|
WestpacTrust Balanced |
257.6 |
5.8 |
8.1 |
6.4 |
6.5 |
|
Tower Opportunity |
3.3 |
5.6 |
9.0 |
8.5 |
8.5 |
24 |
Tower Market Balanced |
30.8 |
5.4 |
9.9 |
9.0 |
9.4 |
104 |
National Mutual Balanced |
21.6 |
3.4 |
7.9 |
7.0 |
7.6 |
|
National Mutual Managed |
27.7 |
1.7 |
8.0 |
6.9 |
7.5 |
|
All Balanced Funds |
1,035.9 |
7.3 |
10.1 |
8.6 |
8.8 |
|
Conservative Funds |
||||||
Tower Focus Fixed Income |
3.3 |
9.1 |
7.8 |
7.1 |
6.5 |
52 |
Prudential NZ Fixed Interest |
0.6 |
8.2 |
6.7 |
7.1 |
6.1 |
|
Jacques Martin NZ Capital Stable |
37.0 |
8.1 |
7.7 |
7.1 |
7.0 |
|
AMP Capital Stable |
31.8 |
7.3 |
8.0 |
7.4 |
7.4 |
|
AMP Capital Assured |
27.2 |
5.7 |
5.7 |
5.5 |
4.9 |
|
WestpacTrust Accumulation |
67.5 |
5.4 |
5.5 |
5.4 |
5.3 |
|
Royal Sun Alliance Deposit Fund |
41.5 |
4.6 |
4.8 |
5.1 |
5.4 |
21 |
Prudential International Bond |
0.4 |
4.4 |
6.9 |
6.4 |
6.3 |
|
Tower Focus Cash |
2.0 |
4.3 |
4.4 |
5.0 |
5.2 |
44 |
National Mutual Capital Protected |
27.4 |
4.2 |
4.3 |
4.2 |
4.1 |
|
National Mutual Low Risk |
20.8 |
4.1 |
7.5 |
6.6 |
7.6 |
|
Prudential Conservative |
1.9 |
3.7 |
5.3 |
4.6 |
4.6 |
|
Tower Endurance |
0.6 |
3.5 |
5.5 |
5.6 |
5.8 |
14 |
Jacques Martin NZ Cash Management |
6.0 |
3.5 |
4.5 |
4.8 |
0.0 |
|
Tower ANZ Conservative |
0.3 |
0.0 |
0.0 |
0.0 |
2 |
|
All Conservative Funds |
268.2 |
5.7 |
6.0 |
5.8 |
5.8 |
|
Total Funds |
1,643.4 |
6.7 |
9.5 |
8.1 |
8.3 |
|
Cash Benchmark (Net) |
4.0 |
4.7 |
5.3 |
5.5 |
||
CPI |
-0.1 |
0.6 |
1.0 |
1.3 |
||
AMP results are shown before deduction of the Trustee fee (which varies with fund size) |
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