About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds Other Sites:   tmmonline.nz  |   landlords.co.nz
Last Article Uploaded: Monday, October 14th, 10:57PM
rss
Latest Headlines

KiwiSaver Performance Survey results table

Thursday, October 16th 2008, 11:10AM
Use these quick links to take you directly to a section on the table.

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 30 September 2008
Fund Name Underlying Investment Manager 3-month % 6-month % 1-year %
Default Options
AMP KiwiSaver Default Fund AMP 0.86 3.41 3.45
ASB KiwiSaver Conservative Fund (Default) ASB Group Invmts 0.95 1.59 1.47
AXA KiwiSaver Income Plus AXA Asia Pacific -1.23 -0.72 -2.71
ING KiwiSaver - Conservative Fund ING 1.1 1.34 2.36
TOWER KiwiPlan-Cash Enhanced Tower 0.18 1.45 3.36
Return to top
Multisector Options
Conservative
AMP KiwiSaver Default Fund AMP 0.86 3.41 3.45
ANZ KiwiSaver - Conservative Fund ING 1.67 1.87 2.39
ASB FirstChoice KiwiSaver Tracker Conserv Fund ASB Group Invmts 0.83 1.48 1.22
ASB KiwiSaver Conservative Fund (Default) ASB Group Invmts 0.95 1.59 1.47
Asteron KiwiSaver Conservative Fund Tyndall 0.27 0.23 -2.11
AXA KiwiSaver Income Plus AXA Asia Pacific -1.23 -0.72 -2.71
Fidelity KiwiSaver-Capital Guaranteed Kiwi Fidelity Life 2.04
-
-
Fidelity KiwiSaver-Conservative Kiwi Fund Fidelity Life 1.36 2.9 3.62
ING KiwiSaver - Conservative Fund ING 1.1 1.34 2.36
ING KiwiSaver SIL Conservative Fund ING 1.72 1.9 3.15
National Bank KiwiSaver - Conservative ING 1.68 1.86 2.49
Smartshares Smartkiwi Conservative Fund NZ Exchange 2.32 2.32 0.59
TOWER KiwiPlan-Cash Enhanced Tower 0.18 1.45 3.36
Return to top
Moderate
AMP KiwiSaver Conservative Fund AMP 1.88 4.65 3.47
AMP KiwiSaver Moderate Fund AMP 0.22 3.08 -0.57
ANZ KiwiSaver - Conservative Balanced Fund ING 0.7 0.36 -2.13
ASB FirstChoice KiwiSaver Active Conservative Fund ASB Group Invmts -0.6 -0.46 -4.19
ASB FirstChoice KiwiSaver Tracker Moderate Fund ASB Group Invmts -0.27 -0.86 -4.87
ASB KiwiSaver Moderate Fund ASB Group Invmts 0.05 -0.48 -4.21
AXA KiwiSaver Conservative AXA Asia Pacific -1.1
-
-
ING KiwiSaver - Conservative Balanced ING -0.16 -0.42 -2.9
ING KiwiSaver SIL Conservative Balanced Fund ING 0.68 0.34 -1.57
National Bank KiwiSaver - Conservative Balanced ING 0.66 0.31 -2.13
Smartshares Smartkiwi Balanced Fund NZ Exchange -2.44 -2.22 -13.68
TOWER KiwiPlan-Conservative Tower -1.19 -0.66 -0.41
Westpac KiwiSaver-Conservative Fund BT NZ 0.4 0.9 -
Return to top
Balanced
AMP KiwiSaver Balanced - Other Fund AMP -2.12 -0.59 -8.75
AMP KiwiSaver Balanced Fund AMP -2.01 0.83 -6.49
AMP KiwiSaver-ING Balanced Fund ING -0.67 0.96 -4.46
AMP KiwiSaver Moderate Balanced Fund AMP -1.35 1.59 -4.03
AMP KiwiSaver-TOWER Balanced Fund Tower -2.18 -0.99 -4.73
ANZ KiwiSaver - Balanced Fund ING -0.4 -1.32 -6.58
ASB FirstChoice KiwiSaver Active Balanced Fund ASB Group Invmts -3.33 -3.98 -11.55
ASB FirstChoice KiwiSaver Tracker Balanced Fund ASB Group Invmts -2.33 -3.31 -10.71
ASB KiwiSaver Balanced Fund ASB Group Invmts -1.9 -2.85 -10.22
Asteron KiwiSaver Balanced Fund Tyndall -1.52 -1.89 -8.55
AXA KiwiSaver Balanced AXA Asia Pacific -5.43 -6.19 -14.6
Brook Professional KiwiSaver Scheme Balanced Fund Brook Asset Mgmt -1.6 0.98 5.35
Fidelity KiwiSaver-Balanced Kiwi Fund Fidelity Life 1.16 1.75 0.69
Fidelity KiwiSaver-Ethical Kiwi Fidelity Life -1.35
-
-
ING KiwiSaver - Balanced ING -1.68 -2.53 -8.14
ING KiwiSaver SIL Balanced Fund ING -0.41 -1.32 -6.02
National Bank KiwiSaver - Balanced ING -0.35 -1.29 -6.56
TOWER KiwiPlan-Balanced Tower -3.44 -3.51 -5.2
Westpac KiwiSaver-Balanced Fund BT NZ -1.81 -2.53 -
Return to top
Growth
AMP KiwiSaver Growth Fund AMP -4.34 -1.28 -10.83
ANZ KiwiSaver - Balanced Growth Fund ING -1.45 -2.99 -11.16
ANZ KiwiSaver - Growth Fund ING -2.64 -4.88 -15.74
ASB FirstChoice KiwiSaver Active Growth Fund ASB Group Invmts -5.13 -6.18 -16.81
ASB FirstChoice KiwiSaver Tracker Growth Fund ASB Group Invmts -4.38 -5.6 -15.82
ASB KiwiSaver Growth Fund ASB Group Invmts -3.99 -5.1 -15.6
Asteron KiwiSaver Balanced Growth Fund Tyndall -4.25 -3.66 -14.92
Fidelity KiwiSaver-Growth Kiwi Fund Fidelity Life -0.35 -0.67 -3
ING KiwiSaver - Balanced Growth ING -3.11 -4.48 -13.08
ING KiwiSaver - Growth Fund ING -4.52 -6.37 -17.36
ING KiwiSaver SIL Balanced Growth Fund ING -1.5 -3.05 -10.63
ING KiwiSaver SIL Growth Fund ING -2.56 -4.84 -15.32
National Bank KiwiSaver - Balanced Growth ING -1.47 -3.04 -11.16
National Bank KiwiSaver - Growth ING -2.58 -4.84 -15.85
Westpac KiwiSaver-Growth Fund BT NZ -3 -4.13 -
Return to top
Aggressive
AMP KiwiSaver Aggressive Fund AMP -5.72 -2.61 -13.77
AXA KiwiSaver Growth AXA Asia Pacific -7.94 -8.78 -20.8
Brook Professional KiwiSaver Scheme Growth Fund Brook Asset Mgmt -3.05 -0.89 2.33
Fidelity KiwiSaver-Aggressive Kiwi Fund Fidelity Life -0.78 0.31 -8.01
First NZ Capital KiwiSaver Scheme First NZ Capital
-
-
-
Fisher Funds Growth KiwiSaver Scheme Fisher Funds -7.87 -4.67 -17.76
TOWER KiwiPlan-Growth Tower -5.78 -7.52 -15.71
Return to top
Single Sector Options
Cash
AMP KiwiSaver Cash Fund AMP 2.17 4.46 8.62
ASB FirstChoice KiwiSaver NZ Cash Fund ASB Group Invmts 2.03 4.26 8.54
ASB KiwiSaver Cash Fund ASB Group Invmts 2.04 4.22 8.57
Asteron KiwiSaver Capital Fund Tyndall 2.17 4.21 8.24
AXA KiwiSaver Cash AXA Asia Pacific
-
-
-
ING KiwiSaver - Cash Plus Fund ING 2.04 4.21 8.28
ING KiwiSaver SIL Cash Plus Fund ING 1.96 3.95 8.73
NZ Guardian ANZ KiwiSaver Cash Fund ING
-
-
-
NZ Guardian National Bank KiwiSaver Cash Fund ING
-
-
-
TOWER KiwiPlan-Preservation Tower 2.05 4.18 8.52
Westpac KiwiSaver-Cash Fund BT NZ 1.41 3.54 -
Return to top
Fixed Income
Asteron KiwiSaver High Yield Fixed Interest Fund Tyndall 0.79 0.6 0.19
ING KiwiSaver SIL New Zealand Fixed Interest Fund ING 2.52 4.81 6.82
ING KiwiSaver SIL International Fixed Int Fund ING 4.2 3.49 10.97
Return to top
Property
Asteron KiwiSaver Global Property Fund Tyndall 0.47 -7.7 -16.38
ING KiwiSaver SIL Australasian Property Fund ING -4.39 -6.15 -20.73
ING KiwiSaver SIL International Property Fund ING -2.87 -11.05 -22.47
Return to top
Australasian Equity
AonSaver AMT KiwiSaver Milford Aggressive Fund Milford -0.24 3.01 7.59
Asteron KiwiSaver SRI Share Fund Tyndall -3.84 -10.66 -27.64
Asteron KiwiSaver Trans-Tasman Small Companies Shr Tyndall -9.35 -9.34 -28.18
ING KiwiSaver SIL Australasian Share Fund ING -1.7 -8.91 -25.06
Smartshares Smartkiwi Growth Fund NZ Exchange -5.21 -6.6 -26.13
Return to top
International Equity
ASB FirstChoice KiwiSaver Active High Growth Fund ASB Group Invmts -10.53
-
-
ASB FirstChoice KiwiSaver Global Sustainability Fd ASB Group Invmts -4.16
-
-
Asteron KiwiSaver International Share Fund Tyndall -5.93 -3.7 -18.07
ING KiwiSaver SIL International Share Fund ING -3.3 -3.66 -16.51
ING Kiwisaver SIL Sustainable Growth Fund ING
-
-
-
TOWER KiwiPlan-Equity Tower -9.74 -11.7 -25.34
Return to top
Miscellaneous
Fidelity KiwiSaver-Options Kiwi Fund Tyndall 5.34 13.89 23.28
Return to top

« ASSET Magazine - for smart advisers

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
News Bites
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Previous News

MORE NEWS»

Most Commented On
Mortgage Rates Table

Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.19 ▼4.05 ▼3.95 4.49
ANZ Special - ▼3.55 ▼3.45 3.99
ASB Bank 5.20 4.15 3.99 4.39
ASB Bank Special - 3.65 3.49 3.89
BNZ - Classic - 3.65 3.49 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
China Construction Bank 5.50 4.70 4.80 4.95
China Construction Bank Special - 3.19 3.19 3.19
Lender Flt 1yr 2yr 3yr
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
Housing NZ Corp 5.19 4.15 4.09 4.39
HSBC Premier 5.24 3.35 3.35 3.35
Lender Flt 1yr 2yr 3yr
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
ICBC 5.15 3.18 3.18 3.20
Kiwibank 5.80 4.30 4.24 4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.55 3.49 3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.69 4.79 -
Resimac 4.50 4.86 3.89 3.94
Lender Flt 1yr 2yr 3yr
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
SBS Bank Special - 3.65 3.59 3.89
Sovereign 5.30 4.15 4.29 4.55
Sovereign Special - 3.65 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 ▼3.49 3.59 ▼3.89
The Co-operative Bank - Standard 5.15 ▼3.99 4.09 ▼4.39
TSB Bank 6.09 4.49 4.39 4.85
TSB Special 5.29 3.69 3.59 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.15 4.09 4.49
Lender Flt 1yr 2yr 3yr
Westpac - Offset 5.34 - - -
Westpac Special - 3.65 3.49 3.99
Median 5.34 4.15 3.99 4.05

Last updated: 14 October 2019 3:04pm

News Quiz

The maximum remuneration model for Australian life insurance advisers is to be set at what?

Upfront 40% + trail 20%

Upfront 50% + trail 10%

Upfront 50% + trail 20%

Upfront 60% + trail 10%

Upfront 60% + trail 20%

MORE QUIZZES »

About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com