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Choices

March 2014 KiwiSaver Ranking

Posted in KiwiSaver

Adjusted Per Annum Percentage Performance to 31 March 2014

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 Conservative
6.40
1
6.90
1
7.00
1
ANZ OnePath Conservative
6.00
2
 
 
3.90
3=
Fisher Funds Two Enhanced
5.40
3
5.70
2
3.90
3=
ASB Conservative
4.90
4
 
 
3.80
5
AMP Default
4.60
5
5.30
3
4.80
2
             
Aggressive
3 year
Rank
2 year
Rank
1 year
Rank
Milford Active Growth
16.80
1
 
 
19.40
1
Aon Milford
16.60
2
21.80
1
19.20
2
ANZ Growth
11.00
3=
 
 
12.70
8=
ANZ OneAnswer Growth
11.00
3=
 
 
12.70
8=
ANZ OnePath Growth
9.70
5
 
 
12.40
10
Aon Russell LifePoints 2045
9.50
6
13.20
4=
12.80
7
Mercer Super Trust High Growth
8.80
7
13.40
2
15.10
4
Mercer High Growth
8.70
8
13.30
3
15.00
5
Westpac Growth
8.10
9
11.40
7
10.10
16
AMP Aggressive
8.00
10
11.90
6
10.30
15
AMP Growth
7.70
11
10.80
9
9.30
17
Brook Professional Growth
7.40
12=
 
 
11.80
12
ASB Growth
7.40
12=
 
 
10.70
13=
FirstChoice Growth
7.40
12=
 
 
10.70
13=
FirstChoice Active Growth
7.10
15
 
 
11.90
11
FirstChoice Active High Growth
6.80
16
 
 
16.50
3
Staples Rodway Growth
6.70
17
 
 
8.20
21=
Fisher Funds Growth
6.60
18
13.20
4=
14.20
6
Fidelity Aggressive
4.70
19
11.10
8
8.20
21=
Lifestages Growth
4.50
20
9.20
12
9.20
18
Grosvenor High Growth
3.90
21
9.90
10
8.90
19
Grosvenor Geared Growth
3.80
22
9.50
11
8.30
20
 
 
 
 
 
 
 
Growth
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Balanced Growth
9.90
1=
 
 
10.60
6
ANZ Balanced Growth
9.90
1=
 
 
10.50
7
AMP ANZ OnePath Balanced
9.60
3
12.10
3
10.10
10=
Aon Russell LifePoints Growth
9.40
4
12.60
1
11.90
2
Staples Rodway Balanced
9.00
5
 
 
8.70
14
Aon Russell LifePoints 2035
8.90
6
11.60
4
10.20
9
ANZ OnePath Balanced Growth
8.80
7
 
 
10.10
10=
Aon Russell LifePoints Balanced
8.60
8=
11.00
6
9.50
12
Aon ANZ OnePath Balanced
8.60
8=
10.80
7
7.70
19
Mercer Super Trust Growth
8.10
10
11.40
5
12.60
1
Fisher Funds Two Growth
7.90
11
12.30
2
10.80
5
Mercer Super Trust Active Balanced
7.70
12
10.20
8=
11.10
3
Mercer Balanced
7.60
13
10.20
8=
11.00
4
AMP Balanced
7.30
14
9.30
12
7.40
20
Westpac Balanced
6.90
15
9.60
11
8.00
17=
ASB Balanced
6.80
16
 
 
8.10
16
FirstChoice Balanced
6.70
17
 
 
8.00
17=
FirstChoice Active Balanced
6.40
18
 
 
9.00
13
Brook Professional Balanced
5.60
19
 
 
8.20
15
Fidelity Growth
5.30
20
9.80
10
7.00
21
Grosvenor Balanced Growth
4.20
21
8.10
13
6.20
22
BNZ Growth
 
 
 
 
10.30
8
             
Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Milford Balanced
11.20
1
 
 
11.30
1
ANZ Balanced
8.70
2=
 
 
8.30
6=
ANZ OneAnswer Balanced
8.70
2=
 
 
8.30
6=
Aon Russell LifePoints 2025
8.10
4
9.70
2
7.40
12
Aon Russell LifePoints Moderate
7.90
5=
9.10
7
6.40
13
ANZ OnePath Balanced
7.90
5=
 
 
7.80
9=
AMP Tyndall Balanced
7.10
7=
10.10
1
8.90
3
Fidelity Ethical
7.10
7=
9.60
3=
8.50
4=
Mercer Super Trust Moderate
7.10
7=
9.00
8
9.70
2
AMP Fisher Funds Two Balanced
7.00
10
9.50
5
8.50
4=
Fisher Funds Two Balanced
6.80
11
9.60
3=
7.80
9=
AMP Moderate Balanced
6.50
12
8.10
9=
6.30
14
Aon Tyndall Balanced
6.30
13
9.40
6
7.90
8
ASB Moderate
5.90
14
 
 
5.40
15
FirstChoice Moderate
5.80
15
 
 
5.30
16
Fidelity Balanced
5.10
16
8.10
9=
5.00
17
Grosvenor Balanced
4.40
17
6.40
11
4.40
18
BNZ Balanced
 
 
 
 
7.60
11
             
Moderate
3 year
Rank
2 year
Rank
1 year
Rank
ANZ Conservative Balanced
7.50
1
 
 
6.20
2
ANZ OneAnswer Conservative Balanced
7.40
2
 
 
6.10
3
Aon Russell LifePoints 2015
7.20
3=
7.70
1
4.20
10
Aon Russell LifePoints Conservative
7.20
3=
7.10
2
3.20
16
ANZ OnePath Conservative Balanced
7.00
5
 
 
5.80
5=
AMP Moderate
6.10
6
7.00
3=
5.40
7
ANZ Conservative
6.00
7=
 
 
4.00
12
ANZ OneAnswer Conservative
6.00
7=
 
 
3.90
13
Fisher Funds Conservative
5.90
9
7.00
3=
5.90
4
Fisher Funds Two Conservative
5.80
10
6.40
5
4.60
9
Mercer Super Trust Conservative
5.60
11=
6.20
6=
6.40
1
AMP Conservative
5.60
11=
5.70
9
4.10
11
FirstChoice Active Conservative
5.60
11=
 
 
5.80
5=
Westpac Conservative
5.50
14
6.10
8
3.80
14
Fidelity Conservative
5.10
15
6.20
6=
3.00
17
FirstChoice Conservative
4.80
16
 
 
3.70
15
Grosvenor Conservative
4.60
17
4.40
10
1.50
18
BNZ Moderate
 
 
 
 
5.20
8
             
Conservative
3 year
Rank
2 year
Rank
1 year
Rank
Westpac Capital Protection Plan No. 1
8.30
1=
14.10
1=
14.00
1=
Westpac Capital Protection Plan No. 2
8.30
1=
14.10
1=
14.00
1=
Westpac Capital Protection Plan No. 3
8.30
1=
14.10
1=
14.00
1=
Mercer Conservative
6.40
4
6.90
5
7.00
5
ANZ OnePath Conservative
6.00
5
 
 
3.90
9=
Fisher Funds Two Enhanced
5.40
6
5.70
6
3.90
9=
ASB Conservative
4.90
7
 
 
3.80
11
AMP Default
4.60
8
5.30
7
4.80
7
Fidelity Capital Guaranteed
3.70
9
4.20
9
2.40
15
Lifestages Capital Stable
3.60
10
4.80
8
4.70
8
Fisher Funds Two Preservation
2.80
11=
3.00
10
2.80
13
Grosvenor Enhanced Income
2.80
11=
2.70
11
2.50
14
Westpac Capital Protection Plan No. 4
 
 
14.10
1=
14.00
1=
Brook Professional Conservative
 
 
 
 
6.50
6
BNZ Conservative
 
 
 
 
3.60
12
             
Cash
3 year
Rank
2 year
Rank
1 year
Rank
AMP Cash
2.90
1
2.90
1
2.90
2
Aon Tyndall NZ Cash
2.70
2=
2.70
2
2.40
11=
Mercer Cash
2.70
2=
2.60
3=
2.70
3=
Mercer Super Trust Cash
2.70
2=
2.60
3=
2.60
5=
ANZ Cash
2.70
2=
 
 
2.70
3=
ANZ OnePath Cash
2.70
2=
 
 
2.60
5=
Westpac Cash
2.50
7=
2.60
3=
2.60
5=
ANZ OneAnswer Cash
2.50
7=
 
 
2.50
10
Staples Rodway Conservative
2.50
7=
 
 
2.40
11=
ASB NZ Cash
2.30
10=
 
 
2.60
5=
FirstChoice NZ Cash
2.30
10=
 
 
2.60
5=
Aon ANZ OnePath Cash
2.00
12
2.00
6
1.80
13
BNZ Cash
 
 
 
 
3.10
1
             
Bonds
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Fixed Interest
5.40
1
4.00
1
2.80
1
ANZ OneAnswer International Fixed Interest
5.10
2
 
 
1.10
2
ANZ OneAnswer New Zealand Fixed Interest
4.40
3
 
 
-1.70
3
             
Property
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Australasian Property
14.30
1
 
 
6.20
1
ANZ OneAnswer International Property
9.60
2
 
 
4.90
2
Forsyth Barr Listed Property            
 
 
 
 
 
 
 
New Zealand Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs NZ Equity            
Forsyth Barr New Zealand Equities            
 
 
 
 
 
 
 
Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs Australian Equity            
Forsyth Barr Australian Equities            
 
 
 
 
 
 
 
Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust TransTasman
15.50
1
23.30
1
22.00
1
ANZ OneAnswer Australasian Share
15.30
2
 
 
19.70
2
Grosvenor Trans-Tasman Small Companies
-4.70
3
-0.70
2
-9.60
3
 
 
 
 
 
 
 
International Equity
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Shares
10.10
1
16.40
1
18.50
1
Mercer Super Trust Global Shares
7.70
2
13.30
2
16.60
2
ANZ OneAnswer International Share
7.00
3
 
 
13.50
4
Fisher Funds Two Equity
6.10
4
12.50
3
12.90
5
Grosvenor International Share
5.30
5
11.70
4
16.00
3
Forsyth Barr Global Equities            
 
 
 
 
 
 
 
Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
FirstChoice Global Sustainability
8.90
1
 
 
18.40
1
Fidelity Ethical
7.10
2
9.60
1
8.50
3
Grosvenor Socially Responsible
3.40
3
8.50
2
1.80
4
ANZ OneAnswer Sustainable Growth
3.00
4
 
 
11.10
2
 
 
 
 
 
 
 
Misc
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Real Assets
9.50
1
12.20
1
15.60
1
Fidelity Options
4.50
2
11.10
2
8.00
2