KiwiSaver Performance Survey - June 2010

The latest KiwiSaver Performance Survey results from Morningstar.

Tuesday, July 27th 2010, 10:57AM
KiwiSaver Performance Survey - Returns to 30 June 2010      
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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
10.67
-2.73
         
Single Sector Options        
Cash
3-month (%)
6-month (%)
1-year (%)
2-year (%pa)
AMP Cash
0.93
1.83
3.75
5.23
ANZ Cash
0.49
0.98
2.01
—
Aon ING Cash
0.58
1.27
2.94
3.82
Aon Tyndall Cash
1.71
2.45
3.95
5.20
ASB NZ Bank Deposit
0.62
1.19
2.39
4.06
Asteron Capital
0.68
1.38
2.99
4.76
AXA Cash
0.77
1.64
3.96
4.62
FirstChoice NZ Cash
0.60
1.17
2.37
4.03
ING Cash Plus
0.55
1.13
2.37
4.03
ING SIL Cash Plus
0.42
0.86
1.82
3.47
Kiwibank Cash
—
—
—
—
Mercer Cash
1.54
2.36
4.14
5.28
Mercer Super Trust Cash
1.56
2.49
4.28
5.29
National Bank Cash
0.49
1.00
2.01
—
Staples Rodway Conservative
1.05
1.85
3.18
3.88
TOWER Preservation
0.69
1.43
3.00
4.54
Westpac Cash
0.63
1.30
2.87
3.79
         
Fixed Income
3-month (%)
6-month (%)
1-year (%)
2-year (%pa)
Asteron High Yield Fixed Interest
2.35
4.56
10.26
6.19
ING SIL New Zealand Fixed Interest
3.11
5.87
9.87
5.89
ING SIL International Fixed Int
2.96
4.48
7.59
9.46
Kiwibank NZ Fixed Interest
—
—
—
—
Kiwibank Global Fixed Interest
—
—
—
—
Mercer Super Trust Fixed Interest
3.72
7.82
17.63
11.47
         
Property
3-month (%)
6-month (%)
1-year (%)
2-year (%pa)
Asteron Global Property
-1.71
4.20
36.79
-11.74
ING SIL Australasian Property
-4.70
-7.71
11.67
-6.24
ING SIL International Property
-5.02
1.60
37.18
-11.43
Kiwibank Listed Property
—
—
—
—
Mercer Super Trust Real Assets
-3.83
-0.76
30.72
-5.59
         
Australasian Equity
3-month (%)
6-month (%)
1-year (%)
2-year (%pa)
Asteron SRI Share
-8.19
-6.36
7.54
-0.10
Asteron Trans Tasman Small Companies Shr
-11.15
-8.34
17.09
0.79
ING SIL Australasian Share
-8.50
-7.62
8.69
-0.74
Kiwibank Australasian Share
—
—
—
—
Mercer Super Trust Trans Tasman Shares
-7.68
-6.93
10.05
-0.11
Mercer Super Trust Shares
-9.40
-5.93
8.78
-7.43
Milford Aggressive
-3.76
-1.08
11.62
10.58
Smartshares Smartkiwi Growth
-12.25
-10.58
8.48
-6.61
         
International Equity
3-month (%)
6-month (%)
1-year (%)
2-year (%pa)
Asteron International Share
-8.32
-5.26
7.30
-9.15
FirstChoice Active High Growth
-10.01
-6.33
6.84
-10.85
FirstChoice Global Sustainability Fd
-7.41
-1.72
10.89
2.71
ING SIL International Share
-8.35
-3.05
7.61
-3.51
ING SIL Sustainable Growth
-7.64
-4.49
5.27
—
Kiwibank Global Share
—
—
—
—
Mercer Super Trust Global Shares
-10.09
-5.55
8.06
-11.06
TOWER Equity
-8.82
-3.94
11.31
-6.10
         
Miscellaneous
3-month (%)
6-month (%)
1-year (%)
2-year (%pa)
Fidelity Options Kiwi
-4.08
3.63
18.86
7.73

 

(NB: Returns are before tax and after the fees deducted from the funds unit price.)

 

 

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