A breach of trust? Private asset ownership in KiwiSaver

The recent announcement that the NZ Super Fund was considering investing in the Government’s proposed Auckland light rail networks has re-ignited calls for KiwiSaver to be used to fund local infrastructure investments. On the surface, the case for investment in long-term infrastructure assets appears compelling. Infrastructure projects are long-term, defensive investments that often come with monopolistic characteristics. […]

No clear reason for KiwiSaver success

Morningstar says there’s no clear differentiating factor that makes high-performing KiwiSaver funds stand out. Its latest KiwiSaver survey, to June 30, showed returns bounced back after a tough start to the year. “Australian and New Zealand equities led the way, while the falling New Zealand dollar helped ensure solid global equity returns. As a result, […]

Pie Funds joins KiwiSaver market

Pie Funds is to launch a KiwiSaver scheme in just over a week. The scheme, called Juno, will go live on August 1. Documents have been lodged on the Disclose register, showing it will offer a conservative, balanced and growth fund. The balanced fund had an investment objective of returns of 5% to 10% per […]