Most KiwiSaver providers have filed their first-ever climate reports which detail the emissions from their investments. Most KiwiSaver have now submitted their KiwiSaver climate reports with the bulk lodged with the Companies Office on July 31. The Financial Markets Authority says it is working its way through and will report its observations on how the […]
Category Archives: KiwiSaver Articles
Top five KiwiSaver providers continue market share jostle
KiwiSaver assets rose $3.5 billion to $110.8b at the end of the June quarter, up $13.3b from the June quarter last year. Morningstar’s 2024 Q2 survey of 21 KiwiSaver providers comparing 296 products, estimates annual fee revenue for the quarter at $869 million, up from $779m in the past 12 months, with a projected annual […]
Are financial markets too complacent about geopolitical risks?
Financial markets appear to be overlooking any potential volatility from global political and other international developments, according to MJW in commentary attached to its latest survey of fund performances. “While bond market volatility is above average, it is trending down,” MJW's Ben Trollip said. “Equity market volatility is not far off 'rock bottom' levels. And […]
Passive approach pays off for Simplicity’s KiwiSaver investors
Taking a passive approach to investment paid off for those in Simplicity's growth and blanced KiwiSaver funds in the June quarter and for those in its newer default fund created after it was chosen two years ago to be one of the six default managers. But active manager Milford Asset Management continues to produce superior […]