KiwiSaver Performance Survey – Returns to 30 September 2009
| KiwiSaver Performance Survey – Returns to 30 September 2009 |  |
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| Default Options | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver (Default) Fund | AMP | 2.52263 | 4.44335 | 2.92895 |
| ASB KiwiSaver Conservative Fund (Default) | ASB | 3.80984 | 6.36083 | 6.05995 |
| AXA KiwiSaver Income Plus (Default) | AXA | 5.31008 | 9.66905 | 8.04755 |
| ING KiwiSaver – Conservative Fund (Default) | ING | 4.12122 | 6.34851 | 5.64229 |
| Mercer KiwiSaver Conservative (Default) | Mercer | 6.5506 | 12.38718 | 9.2587 |
| TOWER KiwiPlan-Cash Enhanced (Default) | Tower | 3.39631 | 6.83383 | 4.77185 |
| Multisector Options | ||||
| Conservative | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver (Default) Fund | AMP | 2.52263 | 4.44335 | 2.92895 |
| ANZ KiwiSaver – Conservative Fund | ING | 4.21664 | 6.31931 | 4.72149 |
| ASB FirstChoice KiwiSaver Tracker Conserv Fund | ASB | 3.814 | 6.3467 | 6.21177 |
| ASB KiwiSaver Conservative Fund (Default) | ASB | 3.80984 | 6.36083 | 6.05995 |
| Asteron KiwiSaver Conservative Fund | Asteron | 4.19651 | 7.3191 | 4.50018 |
| AXA KiwiSaver Income Plus (Default) | AXA | 5.31008 | 9.66905 | 8.04755 |
| Fidelity KiwiSaver-Capital Guaranteed Kiwi | Fidelity | 2.40494 | 3.76752 | 3.87059 |
| Fidelity KiwiSaver-Conservative Kiwi Fund | Fidelity | 4.09445 | 7.71898 | 3.55879 |
| Fisher Funds Conservative KiwiSaver Fund | Fisher | 0 | — | — |
| Gareth Morgan Kiwisaver Scheme Conservative Fund | GMK | 1.96988 | 3.12231 | 3.68837 |
| Grosvenor KiwiSaver Enhanced Income Fund | Grosvenor | 0.69037 | 2.12922 | 4.81732 |
| ING KiwiSaver – Conservative Fund (Default) | ING | 4.12122 | 6.34851 | 5.64229 |
| ING KiwiSaver SIL Conservative Fund | ING | 4.30109 | 6.43129 | 5.02255 |
| Mercer KiwiSaver Conservative (Default) | Mercer | 6.5506 | 12.38718 | 9.2587 |
| National Bank KiwiSaver – Conservative | ING | 4.21843 | 6.40921 | 4.83301 |
| Smartshares Smartkiwi Conservative Fund | NZX | 3.10014 | 4.56735 | 2.99765 |
| TOWER KiwiPlan-Cash Enhanced (Default) | Tower | 3.39631 | 6.83383 | 4.77185 |
| Average | 3.453949 | 6.260859 | 5.058188 | |
| Moderate | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Conservative Fund | AMP | 3.10935 | 3.93446 | 5.44119 |
| AMP KiwiSaver Moderate Fund | AMP | 4.03434 | 5.8743 | 1.14654 |
| ANZ KiwiSaver – Conservative Balanced Fund | ING | 6.05413 | 9.80874 | 3.51055 |
| ASB FirstChoice KiwiSaver Active Conservative Fund | ASB | 6.25156 | 11.0979 | 7.42536 |
| ASB FirstChoice KiwiSaver Tracker Moderate Fund | ASB | 7.11619 | 12.53047 | 3.04221 |
| ASB KiwiSaver Moderate Fund | ASB | 7.03761 | 12.50552 | 3.08647 |
| AXA KiwiSaver Conservative | AXA | 5.95975 | 10.70419 | 8.41956 |
| Grosvenor KiwiSaver Conservative Fund | Grosvenor | 4.15655 | 8.61812 | 5.37952 |
| Huljich Conservative Diversified KiwiSaver Fund | Huljich | 8.36612 | 12.68067 | 19.24964 |
| ING KiwiSaver – Conservative Balanced | ING | 5.62881 | 9.29015 | 4.63475 |
| ING KiwiSaver SIL Conservative Balanced Fund | ING | 6.17226 | 9.99022 | 3.88969 |
| Mercer Super Trust KiwiSaver Conservative | Mercer | 7.25286 | 14.58588 | 7.03011 |
| National Bank KiwiSaver – Conservative Balanced | ING | 6.09771 | 9.83571 | 3.5394 |
| Smartshares Smartkiwi Balanced Fund | NZX | 10.14226 | 16.15241 | 1.35078 |
| TOWER KiwiPlan-Conservative | Tower | 5.78647 | 10.787 | 4.97452 |
| Westpac KiwiSaver-Conservative Fund | Westpac | 4.48032 | 6.82961 | 4.9441 |
| Average | 6.102893 | 10.32658 | 5.441524 | |
| Balanced | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver – TYNDALL Balanced Fund | Tyndall | 8.34534 | 13.41126 | -1.11781 |
| AMP KiwiSaver Balanced Fund | AMP | 5.55301 | 9.18585 | -1.6148 |
| AMP KiwiSaver Moderate Balanced Fund | AMP | 4.97733 | 7.86453 | -1.10451 |
| AMP KiwiSaver-TOWER Balanced Fund | AMP | 7.81601 | 10.9093 | 0.62979 |
| ANZ KiwiSaver – Balanced Fund | ING | 7.82055 | 13.01909 | 2.49132 |
| ASB FirstChoice KiwiSaver Active Balanced Fund | ASB | 9.04659 | 16.60809 | 3.88155 |
| ASB FirstChoice KiwiSaver Tracker Balanced Fund | ASB | 9.24189 | 17.12086 | 1.00573 |
| ASB KiwiSaver Balanced Fund | ASB | 9.14818 | 17.04686 | 0.60108 |
| Asteron KiwiSaver Balanced Fund | Asteron | 8.20958 | 14.98788 | 3.96682 |
| AXA KiwiSaver Balanced | AXA | 9.95539 | 19.75835 | 7.02054 |
| Brook Professional KiwiSaver Scheme Balanced Fund | Brook | 4.91577 | 7.63302 | 4.72015 |
| Fidelity KiwiSaver-Balanced Kiwi Fund | Fidelity | 5.70841 | 11.83666 | 4.51146 |
| Fidelity KiwiSaver-Ethical Kiwi | Fidelity | 5.74739 | 11.96247 | 0.42986 |
| Gareth Morgan Kiwisaver Scheme Balanced Fund | GMK | 2.80208 | 3.88421 | -0.20224 |
| Grosvenor KiwiSaver Balanced Fund | Grosvenor | 7.14453 | 13.68721 | 4.80635 |
| Huljich Balanced Diversified KiwiSaver Fund | Huljich | 11.32757 | 16.55557 | 18.68098 |
| ING KiwiSaver – Balanced | ING | 7.07559 | 12.0811 | 3.53241 |
| ING KiwiSaver SIL Balanced Fund | ING | 7.93928 | 13.16766 | 3.0392 |
| Mercer KiwiSaver Balanced | Mercer | 11.00625 | 22.27623 | 4.75364 |
| Mercer Super Trust KiwiSaver Active Balanced | Mercer | 10.90709 | 22.00377 | 4.95829 |
| Mercer Super Trust KiwiSaver Moderate | Mercer | 8.89448 | 17.62163 | 7.38444 |
| National Bank KiwiSaver – Balanced | ING | 7.8247 | 13.01029 | 2.58186 |
| TOWER KiwiPlan-Balanced | Tower | 6.90601 | 14.40538 | 2.80248 |
| Westpac KiwiSaver-Balanced Fund | Westpac | 7.06265 | 12.14809 | 4.34369 |
| Average | 7.723986 | 13.84106 | 3.420928 | |
| Growth | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver-ING Balanced Fund | AMP | 8.65028 | 13.65842 | -1.92589 |
| AMP KiwiSaver Growth Fund | AMP | 6.80703 | 11.78856 | -7.26702 |
| ANZ KiwiSaver – Balanced Growth Fund | ING | 9.62051 | 16.46856 | 1.2178 |
| ANZ KiwiSaver – Growth Fund | ING | 11.33393 | 19.77642 | -0.09061 |
| ASB FirstChoice KiwiSaver Active Growth Fund | ASB | 10.81775 | 19.847 | 3.08264 |
| ASB FirstChoice KiwiSaver Tracker Growth Fund | ASB | 11.07808 | 21.42501 | -1.82704 |
| ASB KiwiSaver Growth Fund | ASB | 10.99306 | 21.35399 | -1.87966 |
| Asteron KiwiSaver Balanced Growth Fund | Asteron | 10.97161 | 20.5982 | 1.72519 |
| Fidelity KiwiSaver-Growth Kiwi Fund | Fidelity | 7.21669 | 16.63815 | 1.65684 |
| Gareth Morgan Kiwisaver Scheme Growth Fund | GMK | 2.23096 | 3.53547 | -5.02577 |
| Huljich Growth Diversified KiwiSaver Fund | Huljich | 13.58206 | 19.04957 | 21.03725 |
| ING KiwiSaver – Balanced Growth | ING | 8.51753 | 15.02408 | 2.52307 |
| ING KiwiSaver – Growth Fund | ING | 9.9574 | 17.92986 | 1.1261 |
| ING KiwiSaver SIL Balanced Growth Fund | ING | 9.75111 | 16.65533 | 1.77184 |
| ING KiwiSaver SIL Growth Fund | ING | 11.47832 | 19.91034 | 0.36164 |
| Mercer Super Trust KiwiSaver Growth | Mercer | 11.54995 | 23.23812 | 3.15992 |
| National Bank KiwiSaver – Balanced Growth | ING | 9.64049 | 16.40872 | 1.1616 |
| National Bank KiwiSaver – Growth | ING | 11.33819 | 19.63205 | -0.34444 |
| Westpac KiwiSaver-Growth Fund | Westpac | 8.54191 | 14.66939 | 3.41119 |
| Average | 9.688256 | 17.24249 | 1.256561 | |
| Aggressive | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Aggressive Fund | AMP | 7.6657 | 13.70744 | -9.76458 |
| AXA KiwiSaver Growth | AXA | 12.38353 | 25.60231 | 4.39517 |
| Brook Professional KiwiSaver Scheme Growth Fund | Brook | 8.58495 | 12.96381 | 6.71695 |
| Fidelity KiwiSaver-Aggressive Kiwi Fund | Fidelity | 9.74324 | 21.85532 | 2.99862 |
| First NZ Capital KiwiSaver Scheme | FNZC | 5.98929 | 12.84321 | -8.65922 |
| Fisher Funds Growth KiwiSaver Fund | Fisher | 15.32222 | 36.86884 | 20.55343 |
| Grosvenor KiwiSaver Geared Growth Fund | Grosvenor | — | — | — |
| Grosvenor KiwiSaver High Growth Fund | Grosvenor | 10.18129 | 21.12985 | -0.30908 |
| Mercer KiwiSaver High Growth | Mercer | 13.51313 | 27.60667 | 0.31526 |
| Mercer Super Trust KiwiSaver High Growth | Mercer | 13.37516 | 27.31785 | 0.46753 |
| TOWER KiwiPlan-Growth | Tower | 10.13096 | 21.2549 | 0.61897 |
| Westpac KiwiSaver – Capital Protection Plan (1) | Westpac | 10.18978 | 18.98791 | — |
| Average | 10.64357 | 21.83074 | 1.733305 | |
| Single Sector Options | ||||
| Cash | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Cash Fund | AMP | 0.94306 | 1.93129 | 5.44099 |
| ANZ KiwiSaver Cash Fund | NZGT | 0.50752 | 1.12728 | 3.92079 |
| ASB FirstChoice KiwiSaver NZ Cash Fund | ASB | 0.58698 | 1.30777 | 4.21722 |
| ASB KiwiSaver NZ Bank Deposit Fund | ASB | 0.58677 | 1.31638 | 4.22593 |
| Asteron KiwiSaver Capital Fund | Asteron | 0.85932 | 1.79721 | 5.18293 |
| AXA KiwiSaver Cash | AXA | 1.25376 | 2.46013 | 4.89645 |
| ING KiwiSaver – Cash Plus Fund | ING | 0.64557 | 1.3361 | 4.28279 |
| ING KiwiSaver SIL Cash Plus Fund | ING | 0.53812 | 1.0728 | 3.67758 |
| Mercer KiwiSaver Cash | Mercer | 0.89499 | 1.80615 | 5.16302 |
| National Bank KiwiSaver Cash Fund | NZGT | 0.48818 | 1.1368 | 3.94059 |
| TOWER KiwiPlan-Preservation | Tower | 0.72759 | 1.63115 | 4.70372 |
| Westpac KiwiSaver-Cash Fund | Westpac | 0.81652 | 1.72175 | 4.09228 |
| Fixed Income | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| Asteron KiwiSaver High Yield Fixed Interest Fund | Asteron | 2.51598 | 3.79741 | 4.02022 |
| ING KiwiSaver SIL New Zealand Fixed Interest Fund | ING | 1.70578 | 3.02361 | 1.25211 |
| ING KiwiSaver SIL International Fixed Int Fund | ING | 2.55103 | 2.10282 | 9.59206 |
| Property | Underlying Manager |
3-month | 6-month | 1-year |
| Asteron KiwiSaver Global Property Fund | Asteron | 27.44681 | 51.49216 | -27.7617 |
| ING KiwiSaver SIL Australasian Property Fund | ING | 18.19272 | 21.78124 | -2.67473 |
| ING KiwiSaver SIL International Property Fund | ING | 26.37362 | 58.55104 | -25.5953 |
| Australasian Equity | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| Aon KiwiSaver Milford Aggressive Fund | Milford | 7.98792 | 14.41682 | 18.55229 |
| Asteron KiwiSaver SRI Share Fund | Asteron | 12.3891 | 24.40843 | 8.45911 |
| Asteron KiwiSaver Trans-Tasman Small Companies Shr | Asteron | 20.00222 | 43.90152 | 14.84419 |
| ING KiwiSaver SIL Australasian Share Fund | ING | 13.91546 | 20.49329 | 5.04117 |
| Smartshares Smartkiwi Growth Fund | NZX | 15.98917 | 25.85076 | -1.61254 |
| International Equity | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| ASB FirstChoice KiwiSaver Active High Growth Fund | ASB | 10.27146 | 21.32184 | -8.3564 |
| ASB FirstChoice KiwiSaver Global Sustainability Fd | ASB | 8.87045 | 19.13408 | 8.05997 |
| Asteron KiwiSaver International Share Fund | Asteron | 9.17462 | 15.02797 | -10.7277 |
| ING KiwiSaver SIL International Share Fund | ING | 5.93213 | 13.68907 | -5.22682 |
| ING Kiwisaver SIL Sustainable Growth Fund | Super’tion Inv | 5.82513 | 10.81369 | -7.38468 |
| TOWER KiwiPlan-Equity | Tower | 9.86101 | 22.65597 | -3.60041 |
| Miscellaneous | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| Fidelity KiwiSaver-Options Kiwi Fund | Fidelity | 10.12566 | 18.02974 | 2.07276 |
| Returns are before tax and after fees. Estimated Total Fee is the sum of the ongoing Management Fees, the Trustee Fees, and Administration Fees. Min Initial is the minimum initial balance required by the fund company before investing. Mike Pero and NZF SuperKiwi KiwiSaver products are represented by the Huljich funds. |