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 31 March 2009 |  |
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| Default Options | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Default Fund | AMP | 0.36 | -1.45 | 1.91 |
| ASB KiwiSaver Conservative Fund (Default) | ASB | -1.16 | -0.28 | 1.44 |
| AXA KiwiSaver Income Plus | AXA | -0.81 | -1.48 | -2.19 |
| ING KiwiSaver – Conservative Fund | ING | -1.47 | -0.66 | 0.67 |
| TOWER KiwiPlan-Cash Enhanced | Tower | -0.83 | -1.93 | -0.48 |
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| Multisector Options | ||||
| Conservative | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Default Fund | AMP | 0.36 | -1.45 | 1.91 |
| ANZ KiwiSaver – Conservative Fund | ING | -1.55 | -1.50 | 0.34 |
| ASB FirstChoice KiwiSaver Tracker Conserv Fund | ASB | -1.16 | -0.13 | 1.51 |
| ASB KiwiSaver Conservative Fund (Default) | ASB | -1.16 | -0.28 | 1.44 |
| Asteron KiwiSaver Conservative Fund | Asteron | -3.84 | -3.94 | -3.72 |
| AXA KiwiSaver Income Plus | AXA | -0.81 | -1.48 | -2.19 |
| Fidelity KiwiSaver-Capital Guaranteed Kiwi | Fidelity | 0.16 | 0.26 |
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| Fidelity KiwiSaver-Conservative Kiwi Fund | Fidelity | -2.10 | -3.40 | -0.60 |
| ING KiwiSaver – Conservative Fund | ING | -1.47 | -0.66 | 0.67 |
| ING KiwiSaver SIL Conservative Fund | ING | -1.47 | -1.32 | 0.55 |
| National Bank KiwiSaver – Conservative | ING | -1.54 | -1.48 | 0.35 |
| Smartshares Smartkiwi Conservative Fund | NZX | 0.32 | -1.50 | 0.78 |
| TOWER KiwiPlan-Cash Enhanced | Tower | -0.83 | -1.93 | -0.48 |
| Return to top | ||||
| Moderate | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Conservative Fund | AMP | -0.01 | 1.45 | 6.17 |
| AMP KiwiSaver Moderate Fund | AMP | -0.59 | -4.47 | -1.52 |
| ANZ KiwiSaver – Conservative Balanced Fund | ING | -2.80 | -5.74 | -5.40 |
| ASB FirstChoice KiwiSaver Active Conservative Fund | ASB | -1.62 | -3.31 | -3.60 |
| ASB FirstChoice KiwiSaver Tracker Moderate Fund | ASB | -4.23 | -8.43 | -9.01 |
| ASB KiwiSaver Moderate Fund | ASB | -4.22 | -8.37 | -8.61 |
| AXA KiwiSaver Conservative | AXA | -1.15 | -2.06 |
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| Huljich Conservative Diversified KiwiSaver Fund | Huljich | -1.33 | 5.83 | 7.39 |
| ING KiwiSaver – Conservative Balanced | ING | -2.79 | -4.26 | -4.66 |
| ING KiwiSaver SIL Conservative Balanced Fund | ING | -2.67 | -5.55 | -5.23 |
| National Bank KiwiSaver – Conservative Balanced | ING | -2.82 | -5.73 | -5.44 |
| Smartshares Smartkiwi Balanced Fund | NZX | -3.73 | -12.74 | -14.68 |
| TOWER KiwiPlan-Conservative | Tower | -2.12 | -5.25 | -5.84 |
| Westpac KiwiSaver-Conservative Fund | Westpac | -1.38 | -1.76 | -0.88 |
| Return to top | ||||
| Balanced | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver – TYNDALL Balanced Fund | Tyndall | -1.96 | -12.81 | -13.32 |
| AMP KiwiSaver Balanced Fund | AMP | -1.36 | -9.89 | -9.14 |
| AMP KiwiSaver-ING Balanced Fund | AMP | -2.66 | -13.71 | -12.88 |
| AMP KiwiSaver Moderate Balanced Fund | AMP | -1.18 | -8.32 | -6.86 |
| AMP KiwiSaver-TOWER Balanced Fund | AMP | -1.04 | -9.27 | -10.16 |
| ANZ KiwiSaver – Balanced Fund | ING | -3.79 | -9.32 | -10.51 |
| ASB FirstChoice KiwiSaver Active Balanced Fund | ASB | -4.01 | -10.91 | -14.27 |
| ASB FirstChoice KiwiSaver Tracker Balanced Fund | ASB | -5.92 | -13.76 | -16.35 |
| ASB KiwiSaver Balanced Fund | ASB | -5.91 | -14.05 | -16.24 |
| Asteron KiwiSaver Balanced Fund | Asteron | -2.25 | -9.58 | -11.29 |
| AXA KiwiSaver Balanced | AXA | -3.51 | -10.64 | -16.17 |
| Brook Professional KiwiSaver Scheme Balanced Fund | Brook | -0.14 | -2.71 | -1.71 |
| Fidelity KiwiSaver-Balanced Kiwi Fund | Fidelity | -4.67 | -6.13 | -4.49 |
| Fidelity KiwiSaver-Ethical Kiwi | Fidelity | -3.03 | -10.89 |
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| Huljich Balanced Diversified KiwiSaver Fund | Huljich | -1.06 | 1.82 | -1.40 |
| ING KiwiSaver – Balanced | ING | -3.91 | -7.63 | -9.97 |
| ING KiwiSaver SIL Balanced Fund | ING | -3.62 | -8.95 | -10.15 |
| National Bank KiwiSaver – Balanced | ING | -3.78 | -9.23 | -10.40 |
| TOWER KiwiPlan-Balanced | Tower | -4.71 | -10.14 | -13.26 |
| Westpac KiwiSaver-Balanced Fund | Westpac | -3.72 | -6.96 | -9.32 |
| Return to top | ||||
| Growth | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Growth Fund | AMP | -2.32 | -17.05 | -18.11 |
| ANZ KiwiSaver – Balanced Growth Fund | ING | -4.92 | -13.09 | -15.69 |
| ANZ KiwiSaver – Growth Fund | ING | -5.82 | -16.59 | -20.66 |
| ASB FirstChoice KiwiSaver Active Growth Fund | ASB | -4.96 | -13.99 | -19.09 |
| ASB FirstChoice KiwiSaver Tracker Growth Fund | ASB | -7.52 | -19.15 | -23.37 |
| ASB KiwiSaver Growth Fund | ASB | -7.51 | -19.15 | -22.98 |
| Asteron KiwiSaver Balanced Growth Fund | Asteron | -1.90 | -15.65 | -18.74 |
| Fidelity KiwiSaver-Growth Kiwi Fund | Fidelity | -6.81 | -12.27 | -12.85 |
| Huljich Growth Diversified KiwiSaver Fund | Huljich | -1.08 | 1.67 | -3.68 |
| ING KiwiSaver – Balanced Growth | ING | -5.02 | -10.87 | -14.86 |
| ING KiwiSaver – Growth Fund | ING | -6.19 | -14.25 | -19.71 |
| ING KiwiSaver SIL Balanced Growth Fund | ING | -4.74 | -12.76 | -15.42 |
| ING KiwiSaver SIL Growth Fund | ING | -5.61 | -16.30 | -20.36 |
| National Bank KiwiSaver – Balanced Growth | ING | -4.87 | -13.10 | -15.74 |
| National Bank KiwiSaver – Growth | ING | -5.91 | -16.70 | -20.73 |
| Westpac KiwiSaver-Growth Fund | Westpac | -4.52 | -9.82 | -13.54 |
| Return to top | ||||
| Aggressive | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Aggressive Fund | AMP | -2.92 | -20.64 | -22.71 |
| AXA KiwiSaver Growth | AXA | -5.66 | -16.88 | -24.18 |
| Brook Professional KiwiSaver Scheme Growth Fund | Brook | -0.80 | -5.53 | -6.30 |
| Fidelity KiwiSaver-Aggressive Kiwi Fund | Fidelity | -2.14 | -15.01 | -14.75 |
| First NZ Capital KiwiSaver Scheme | FNZC | -2.86 | -19.06 | -26.15 |
| Fisher Funds Growth KiwiSaver Scheme | Fisher | 2.89 | -11.92 | -16.04 |
| TOWER KiwiPlan-Growth | Tower | -6.58 | -17.02 | -23.19 |
| Return to top | ||||
| Single Sector Options | ||||
| Cash | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AMP KiwiSaver Cash Fund | AMP | 1.25 | 3.44 | 8.06 |
| ASB FirstChoice KiwiSaver NZ Cash Fund | ASB | 1.00 | 2.87 | 7.31 |
| ASB KiwiSaver NZ Bank Deposit Fund | ASB | 1.00 | 2.87 | 7.26 |
| Asteron KiwiSaver Capital Fund | Asteron | 1.90 | 3.33 | 7.67 |
| AXA KiwiSaver Cash | AXA | 0.72 | 2.38 | 6.37 |
| ING KiwiSaver – Cash Plus Fund | ING | 1.10 | 2.91 | 7.24 |
| ING KiwiSaver SIL Cash Plus Fund | ING | 0.93 | 2.58 | 6.62 |
| ANZ KiwiSaver Cash Fund | NZGT | 1.04 | 2.76 |
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| National Bank KiwiSaver Cash Fund | NZGT | 1.05 | 2.77 |
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| TOWER KiwiPlan-Preservation | Tower | 1.13 | 3.02 | 7.36 |
| Westpac KiwiSaver-Cash Fund | Westpac | 0.92 | 2.33 | 5.95 |
| Return to top | ||||
| Fixed Income | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| Asteron KiwiSaver High Yield Fixed Interest Fund | Asteron | -4.81 | -2.91 | -2.33 |
| ING KiwiSaver SIL New Zealand Fixed Interest Fund | ING | -1.83 | -1.72 | 3.00 |
| ING KiwiSaver SIL International Fixed Int Fund | ING | -0.01 | 7.34 | 11.09 |
| Return to top | ||||
| Property | Underlying Manager |
3-month | 6-month | 1-year |
| Asteron KiwiSaver Global Property Fund | Asteron | -21.24 | -52.32 | -55.99 |
| ING KiwiSaver SIL Australasian Property Fund | ING | -7.73 | -20.08 | -25.00 |
| ING KiwiSaver SIL International Property Fund | ING | -26.13 | -53.07 | -58.26 |
| Return to top | ||||
| Australasian Equity | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| AonSaver AMT KiwiSaver Milford Aggressive Fund | Milford | 2.03 | 3.61 | 6.74 |
| Asteron KiwiSaver SRI Share Fund | Asteron | -3.95 | -13.62 | -22.83 |
| Asteron KiwiSaver Trans-Tasman Small Companies Shr | Asteron | 5.53 | -20.19 | -27.65 |
| ING KiwiSaver SIL Australasian Share Fund | ING | -3.48 | -12.82 | -20.59 |
| Smartshares Smartkiwi Growth Fund | NZX | -6.63 | -21.82 | -26.98 |
| Return to top | ||||
| International Equity | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| ASB FirstChoice KiwiSaver Active High Growth Fund | ASB | -9.43 | -24.46 |
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| ASB FirstChoice KiwiSaver Global Sustainability Fd | ASB | -4.50 | -9.30 |
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| Asteron KiwiSaver International Share Fund | Asteron | -5.34 | -22.39 | -25.26 |
| ING KiwiSaver SIL International Share Fund | ING | -7.47 | -16.64 | -19.69 |
| ING Kiwisaver SIL Sustainable Growth Fund | Super’tion Inv | -6.58 | -16.42 |
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| TOWER KiwiPlan-Equity | Tower | -8.03 | -21.41 | -30.59 |
| Return to top | ||||
| Miscellaneous | Underlying Manager |
3-month (%) |
6-month (%) |
1-year (%) |
| Fidelity KiwiSaver-Options Kiwi Fund | Fidelity | 12.96 | -13.52 | -1.51 |
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Note: Mike Pero and NZF SuperKiwi KiwiSaver products are represented by the Huljich funds.
Estimated Total Ongoing Fee is the sum of the Management Fee, the Trustee Fee, and Administration Fees.