June 2015 KiwiSaver Ranking

Adjusted Per Annum Percentage Performance to 30 June 2015

Grouped by fund type and ordered by 3 year ranking.
Click here for an explanation of adjusted performance.

Default
3 year
Rank
2 year
Rank
1 year
Rank
Mercer KiwiSaver Conservative Fund
7.60
1
8.00
1
7.70
2=
ANZ Default KiwiSaver Scheme Conservative
7.10
2
 
 
8.60
1
AMP KiwiSaver Default
6.50
3
6.60
4
6.70
5
ASB KiwiSaver Conservative
6.40
4
 
 
7.70
2=
Fisher Funds Two KiwiSaver Enhanced
6.20
5
6.70
3
6.50
6
BNZ KiwiSaver Conservative
 
 
7.20
2
6.80
4
Kiwi Wealth KiwiSaver Scheme Default*
 
 
 
 
 
 
Grosvenor Default Saver*
 
 
 
 
 
 
Westpac KiwiSaver Defensive*
 
 
 
 
 
 

* New default funds as at July 2014 and data is not yet available

Aggressive
3 year
Rank
2 year
Rank
1 year
Rank
Kiwi Wealth KiwiSaver Scheme Growth
20.3
1
19.3
1
20.4
2
Milford Active Growth KiwiSaver fund
18.1
2
14.2
3
13.2
13
Aon KiwiSaver Russell LifePoints 2045
17.7
3
13.7
4
15.6
8
OneAnswer Growth
17.6
4
 
 
15.9
4=
ANZ KiwiSaver Growth
17.5
5
 
 
15.9
4=
Aon KiwiSaver Milford
17
6
13.3
5
12.2
15
ANZ Default KiwiSaver Scheme Growth
16.2
7
 
 
15.9
4=
Mercer KiwiSaver High Growth Fund
16.1
8
15.6
2
14.7
9
Grosvenor KiwiSaver Geared Growth
15.2
9
 
 
19.3
3
ASB KiwiSaver Growth
14.8
10
 
 
15.8
7
Westpac KiwiSaver Growth
14.4
11=
12.9
6
13.7
11
AMP KiwiSaver Aggressive
14.4
11=
12.1
8
9.1
17
Fisher Funds Growth KiwiSaver Fund
13.8
13
11
10
11.1
16
Grosvenor KiwiSaver High Growth
13.6
14
 
 
14.4
10
Staples Rodway Growth
13
15=
12.7
7
13.5
12
AMP KiwiSaver Growth
13
15=
11.2
9
8.7
18
Lifestages Growth 
12.5
17
 
 
12.8
14
Generate KiwiSaver Scheme Focused Growth
 
 
 
 
22.7
1

 

Growth
3 year
Rank
2 year
Rank
1 year
Rank
Aon KiwiSaver Russell LifePoints Growth
16.80
1
13.40
1
15.40
3
Aon KiwiSaver Russell LifePoints 2035
15.40
2
12.20
5
13.80
8
OneAnswer Balanced Growth
15.10
3
 
 
14.30
5
ANZ KiwiSaver Balanced Growth
15.00
4
 
 
14.10
7
AMP KiwiSaver ANZ Balanced
14.60
5
12.80
2
13.20
10
Aon KiwiSaver Russell LifePoints Balanced
14.50
6
11.90
6
13.60
9
ANZ Default KiwiSaver Scheme Balanced Growth
13.90
7
 
 
14.20
6
Staples Rodway Balanced
13.70
8
12.60
3
12.80
13
Fisher Funds Two KiwiSaver Growth
12.90
9
11.40
8
8.30
19
Craigs kiwiSTART Growth
12.50
10
 
 
17.20
2
Westpac KiwiSaver Balanced
12.00
11=
11.00
9
11.70
14
Aon KiwiSaver ANZ Default KiwiSaver Scheme Balanced
12.00
11=
10.80
11
10.50
17
Mercer KiwiSaver Balanced Fund
11.90
13=
11.80
7
11.00
15
ASB KiwiSaver Balanced
11.90
13=
 
 
13.10
11
Grosvenor KiwiSaver Balanced Growth
11.20
15
 
 
12.90
12
AMP KiwiSaver Balanced
10.80
16
9.60
12
8.00
20
Craigs kiwiSTART Balanced
10.70
17
 
 
14.40
4
Smartshares SmartKiwi Balanced
10.60
18
10.90
10
10.40
18
BNZ KiwiSaver Growth
 
 
12.30
4
10.80
16
Generate KiwiSaver Scheme Growth
 
 
 
 
18.50
1
Grosvenor Asset Class Growth * new fund no data yet
 
 
 
 
 
 

 

Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Milford Balanced KiwiSaver Fund
15.90
1
13.60
1=
15.40
1
Kiwi Wealth KiwiSaver Scheme Balanced
14.00
2
13.60
1=
15.00
2
AMP KiwiSaver Nikko AM Balanced
12.70
3=
12.60
3
14.10
3
Aon KiwiSaver Russell LifePoints 2025
12.70
3=
10.30
7
11.40
8
OneAnswer Balanced
12.50
5
 
 
12.30
5=
ANZ KiwiSaver Balanced
12.40
6
 
 
12.20
7
Aon KiwiSaver Nikko AM Balanced
11.90
7
11.50
4
13.20
4
Aon KiwiSaver Russell LifePoints Moderate
11.70
8
9.90
8
11.00
10
ANZ Default KiwiSaver Scheme Balanced
11.60
9
 
 
12.30
5=
AMP KiwiSaver Fisher Balanced
10.90
10
10.40
6
8.40
13
Fisher Funds Two KiwiSaver Balanced
10.20
11
9.60
9
7.60
14
AMP KiwiSaver Moderate Balanced
9.60
12
8.70
10
7.50
15
ASB KiwiSaver Moderate
8.90
13
 
 
10.10
11
Grosvenor KiwiSaver Balanced
8.80
14
 
 
11.20
9
BNZ KiwiSaver Balanced
 
 
10.60
5
9.60
12

 

Moderate
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Conservative Balanced
9.90
1
 
 
10.20
3=
Aon KiwiSaver Russell LifePoints 2015
9.80
2=
8.30
3
9.00
6
ANZ KiwiSaver Conservative Balanced
9.80
2=
 
 
10.30
2
ANZ Default KiwiSaver Scheme Conservative Balanced
9.30
4
 
 
10.20
3=
Aon KiwiSaver Russell LifePoints Conservative
9.00
5
8.00
4
8.80
7
AMP KiwiSaver Moderate
8.20
6
7.80
5=
7.00
15=
Kiwi Wealth KiwiSaver Scheme Conservative
7.70
7
7.80
5=
9.60
5
Smartshares SmartKiwi Conservative
7.40
8
7.30
7
6.40
18
ANZ KiwiSaver Conservative
7.30
9=
 
 
8.40
10
OneAnswer Conservative
7.30
9=
 
 
8.30
11
Westpac KiwiSaver Conservative
7.20
11=
7.00
9=
7.50
14
Fisher Funds Conservative KiwiSaver Fund
7.20
11=
7.00
9=
7.00
15=
Fisher Funds Two KiwiSaver Conservative
7.00
13
7.10
8
6.60
17
AMP KiwiSaver Conservative
6.60
14
6.60
11
6.30
19
Craigs kiwiSTART Conservative
6.40
15
 
 
8.20
12
Grosvenor KiwiSaver Conservative
5.40
16
 
 
7.70
13
Milford Conservative KiwiSaver Fund
 
 
12.60
1
12.80
1
BNZ KiwiSaver Moderate
 
 
9.10
2
8.50
9
Generate KiwiSaver Scheme Conservative
 
 
 
 
8.70
8
Westpac Moderate *new fund no data yet
 
 
 
 
 
 

 

Conservative
3 year
Rank
2 year
Rank
1 year
Rank
Westpac KiwiSaver Capital Protection Plan No. 1
18.50
1=
16.70
1=
17.90
1=
Westpac KiwiSaver Capital Protection Plan No. 3
18.50
1=
16.70
1=
17.90
1=
Westpac KiwiSaver Capital Protection Plan No. 4
18.50
1=
16.70
1=
17.90
1=
Westpac KiwiSaver Capital Protection Plan No. 2
18.50
1=
16.70
1=
17.90
1=
Lifestages Capital Stable 
5.60
5
 
 
5.50
7
Fisher Funds Two KiwiSaver Preservation
3.10
6
3.10
7
3.40
8
Grosvenor KiwiSaver Enhanced Income
2.90
7
 
 
3.30
9
Westpac KiwiSaver Capital Protection Plan No. 5
 
 
16.70
1=
17.90
1=
Milford Conservative KiwiSaver Fund
 
 
12.60
6
12.80
6
Grosvenor Asset Class Conserv.* new fund no data yet            
Grosvenor Capital Guaranteed* new fund no data yet            

The table of Conservative Funds above excludes those funds included in the Default Fund performance ranking table.

 

Cash
3 year
Rank
2 year
Rank
1 year
Rank
Kiwi Wealth KiwiSaver Scheme Cash Plus Fund
3.90
1
3.90
1
4.30
1
AMP KiwiSaver Cash
3.10
2
3.20
3
3.50
4=
ANZ KiwiSaver Cash
3.00
3
 
 
3.60
3
Mercer KiwiSaver Cash Fund
2.90
4=
3.10
4=
3.40
6=
Staples Rodway Conservative
2.90
4=
3.10
4=
3.00
10=
Westpac KiwiSaver Cash
2.90
4=
3.00
6
3.30
8
OneAnswer Cash
2.90
4=
 
 
3.50
4=
ANZ Default KiwiSaver Scheme Cash
2.90
4=
 
 
3.40
6=
Aon KiwiSaver Nikko AM NZ Cash
2.80
9
2.80
8
3.10
9
Aon KiwiSaver ANZ Default KiwiSaver Scheme Cash
2.20
10
2.30
9
2.70
12
ASB KiwiSaver NZ Cash
2.00
11
 
 
2.40
13
Kiwi Wealth KiwiSaver Scheme Cash 
 
 
3.70
2
3.90
2
BNZ KiwiSaver Cash 
 
 
2.90
7
3.00
10=

 

Bonds
3 year
Rank
2 year
Rank
1 year
Rank
Craigs kiwiSTART Fixed Interest
5.00
1
 
 
7.00
2
OneAnswer International Fixed Interest
4.50
2
 
 
6.00
3
OneAnswer New Zealand Fixed Interest
3.40
3
 
 
8.10
1

 

NZ Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs kiwiSTART NZ Equity
18.20
1
 
 
10.60
1

 

Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs kiwiSTART Australian Equity
8.70
1
 
 
10.10
1

 

Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Australasian Share
20.10
1
 
 
9.40
2
Smartshares SmartKiwi Growth
14.50
2
14.10
1
13.90
1
Grosvenor KiwiSaver Trans-Tasman Small Companies
6.20
3
 
 
8.50
3

 

International Equity
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer International Share
21.60
1
 
 
32.40
1
Grosvenor KiwiSaver International Share
17.30
2
 
 
18.90
3
Craigs kiwiSTART Equity
17.00
3
 
 
26.00
2
Fisher Funds Two KiwiSaver Equity
14.10
4
13.00
1
8.60
4

 

Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Sustainable Growth
17.40
1
 
 
29.20
2
Grosvenor KiwiSaver Socially Responsible
12.40
2
 
 
16.60
3
Craigs kiwiSTART Balanced SRI
11.90
3
 
 
12.40
5
Amanah KiwiSaver Plan
 
 
 
 
30.30
1
Grosvenor KiwiSaver Socially Responsible Inv Balanced Fund
 
 
 
 
14.20
4

 

Property
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Australasian Property
16.50
1
 
 
16.50
1
OneAnswer International Property
13.10
2
 
 
9.30
2

 

Misc
3 year
Rank
2 year
Rank
1 year
Rank
Grosvenor Options* new fund no data yet