Category Archives: KiwiSaver Articles

For the first time, responsible investment KiwiSaver provider Pathfinder is included in the three year return numbers for Morningstar’s KiwiSaver Report – topping the numbers for Conservative, Balanced and Growth funds. Pathfinder, a boutique fund manager with a focus on sustainable and impact investment, entered the rankings in 2019 when it was founded by John […]

Challenging underlying market conditions experienced over the September quarter were evident in returns listed in the Morningstar KiwiSaver Survey Q3. Average multisector category returns ranged from –1.3% for the Conversative category to –1.8% for the Growth Category. KiwiSaver assets ended the quarter at NZ$83.5 billion. Top performers over the quarter against their peer group includes: […]

New Zealand’s 3.168 million KiwiSaver members paid $692 million in fees in 2022, a 6.9% increase from the previous year. These fees – a combination of administration and management charges –  chewed up more than half of members’ investment returns, which this year dropped 90% to $1.3b. Income from administration fees fell from $80.8m last […]

The KiwiSaver company Kōura Wealth has started a petition to improve gender equity in retirement. The petition will urge parliament to change the KiwiSaver Act so that a couple’s contributions can be pooled.  This would create a Contribution Sharing Scheme, under which couples, either married or de facto, could share their KiwiSaver contributions. This would […]