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Choices

December 2013 KiwiSaver Ranking

Posted in KiwiSaver

Adjusted Per Annum Percentage Performance to 31 December 2013

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
ANZ OnePath Conservative
6.10
1
 
 
4.60
3
Mercer Conservative
6.00
2
7.30
1
7.00
1
ASB Conservative
5.10
3=
 
 
4.50
4
Tower Cash Enhanced
5.10
3=
 
 
4.00
5
AMP Default
4.60
5
5.90
2
5.70
2
             
Aggressive
3 year
Rank
2 year
Rank
1 year
Rank
Milford Active Growth
15.10
1
22.10
1
18.90
6
Aon Milford
14.80
2
21.80
2
18.50
7
ANZ Growth
12.20
3
 
 
19.60
3
ANZ OneAnswer Growth
12.10
4
 
 
19.50
4
ANZ OnePath Growth
10.80
5
 
 
18.20
9=
Aon Russell LifePoints 2045
9.90
6
18.30
3
20.30
2
Mercer Super Trust High Growth
9.20
7
15.80
5
18.40
8
Mercer High Growth
9.10
8
15.60
6
18.20
9=
FirstChoice Active High Growth
8.90
9
 
 
27.40
1
ASB Growth
8.90
9
 
 
16.60
13=
Westpac Growth
8.80
11=
13.40
10
14.10
20
FirstChoice Growth
8.80
11=
 
 
16.60
13=
Brook Professional Growth
8.50
13
 
 
18.00
11
FirstChoice Active Growth
8.20
14
 
 
17.70
12
AMP Aggressive
7.90
15
15.30
7
15.40
15
AMP Growth
7.60
16=
13.60
9
13.60
21
Staples Rodway Growth
7.60
16=
12.00
13
11.40
22
Fisher Funds Growth
7.50
18
17.10
4
19.10
5
Fidelity Aggressive
6.70
19
14.60
8
14.20
18=
Grosvenor High Growth
5.60
20=
12.80
11
14.30
16=
Grosvenor Geared Growth
5.60
20=
12.70
12
14.20
18=
Lifestages Growth
5.20
22
 
 
14.30
16=
Law Retirement Dynamic        
3.30
23
 
 
 
 
 
 
 
Growth
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Balanced Growth
10.80
1=
 
 
15.90
3=
ANZ Balanced Growth
10.80
1=
 
 
15.90
3=
AMP ANZ OnePath Balanced
10.10
3
14.70
4
14.50
7=
Staples Rodway Balanced
10.00
4
14.20
5
13.50
9
Aon Russell LifePoints Growth
9.80
5
17.20
1
18.60
1
ANZ OnePath Balanced Growth
9.60
6
 
 
14.50
7=
Aon Russell LifePoints 2035
9.20
7
15.90
2
16.30
2
Aon Russell LifePoints Balanced
9.00
8
14.90
3
14.90
6
Aon ANZ OnePath Balanced
8.60
9
13.00
7
11.00
18
Mercer Super Trust Growth
8.40
10
13.40
6
15.10
5
ASB Balanced
7.80
11
 
 
12.10
15
Mercer Super Trust Active Balanced
7.70
12=
11.80
9
13.00
11=
Mercer Balanced
7.70
12=
11.70
10
12.90
13
FirstChoice Balanced
7.70
12=
 
 
12.00
16
Westpac Balanced
7.50
15
11.00
12
10.70
19
Tower Growth
7.40
16
 
 
13.10
10
AMP Balanced
7.20
17=
11.20
11
10.40
20
FirstChoice Active Balanced
7.20
17=
 
 
12.70
14
Fidelity Growth
6.50
19=
12.70
8
11.80
17
Brook Professional Balanced
6.50
19=
 
 
13.00
11=
Grosvenor Balanced Growth
5.50
21=
9.90
13
9.80
21
Craigs Growth
5.50
21=
9.50
14
7.40
22
Craigs Balanced
5.30
23
8.10
15
6.20
24
Forsyth Barr Growth
4.10
24
 
 
7.10
23
Law Retirement Balanced
 
 
 
 
-0.80
25
 
 
 
 
 
 
 
Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Milford Balanced
11.10
1
16.50
1
15.50
1
ANZ Balanced
9.30
2
 
 
12.10
4=
ANZ OneAnswer Balanced
9.20
3
 
 
12.00
6
Aon Russell LifePoints 2025
8.50
4
13.20
2
12.10
4=
Fidelity Ethical
8.40
5=
13.00
3
14.20
2
ANZ OnePath Balanced
8.40
5=
 
 
10.80
9
Aon Russell LifePoints Moderate
8.30
7
11.90
5
10.20
10
AMP Tyndall Balanced
7.90
8
12.20
4
12.20
3
Aon Tyndall Balanced
7.10
9=
11.40
6
11.10
7=
Mercer Super Trust Moderate
7.10
9=
10.30
9
11.10
7=
AMP Tower Balanced
6.60
11
10.60
7
9.20
11
AMP Moderate Balanced
6.50
12=
9.70
10
8.80
13
Tower Balanced
6.50
12=
 
 
9.10
12
ASB Moderate
6.40
14
 
 
7.40
15
FirstChoice Moderate
6.30
15
 
 
7.30
16
Fidelity Balanced
6.00
16
10.50
8
8.50
14
Grosvenor Balanced
5.40
17
7.30
11
6.60
17
Forsyth Barr Balanced
3.70
18
 
 
5.10
18
             
Moderate
3 year
Rank
2 year
Rank
1 year
Rank
ANZ Conservative Balanced
7.80
1=
 
 
8.50
1
ANZ OneAnswer Conservative Balanced
7.80
1=
 
 
8.40
2
Aon Russell LifePoints 2015
7.60
3=
10.20
1
7.30
5
Aon Russell LifePoints Conservative
7.60
3=
9.10
2
5.90
9
ANZ OnePath Conservative Balanced
7.30
5
 
 
7.60
3
Fisher Funds Conservative
6.30
6
7.40
4=
6.70
8
AMP Moderate
6.10
7=
8.00
3
7.00
6=
ANZ Conservative
6.10
7=
 
 
5.00
10
ANZ OneAnswer Conservative
6.10
7=
 
 
4.90
11=
FirstChoice Active Conservative
6.00
10
 
 
7.50
4
Westpac Conservative
5.70
11
6.50
7
4.60
14
AMP Conservative
5.60
12=
6.10
8
4.80
13
Tower Conservative
5.60
12=
 
 
4.90
11=
Fidelity Conservative
5.50
14=
7.40
4=
4.30
16
Mercer Super Trust Conservative
5.50
14=
7.00
6
7.00
6=
Grosvenor Conservative
5.20
16
4.20
10
2.00
18
FirstChoice Conservative
5.00
17
 
 
4.50
15
Craigs Conservative
4.40
18
4.90
9
3.50
17
 
 
 
 
 
 
 
Conservative
3 year
Rank
2 year
Rank
1 year
Rank
Westpac Capital Protection Plan No. 1
9.20
1=
16.70
1=
19.70
1=
Westpac Capital Protection Plan No. 2
9.20
1=
16.70
1=
19.70
1=
Westpac Capital Protection Plan No. 3
9.20
1=
16.70
1=
19.70
1=
ANZ OnePath Conservative
6.10
4
 
 
4.60
8
Mercer Conservative
6.00
5
7.30
5
7.00
6
ASB Conservative
5.10
6=
 
 
4.50
9
Tower Cash Enhanced
5.10
6=
 
 
4.00
10
AMP Default
4.60
8
5.90
6
5.70
7
Fidelity Capital Guaranteed
4.10
9
4.80
7
3.50
11
Grosvenor Enhanced Income
2.90
10=
2.70
8
2.50
13
Forsyth Barr Premium Yield
2.90
10=
 
 
0.80
14
Tower Preservation
2.80
12
 
 
2.80
12
Westpac Capital Protection Plan No. 4
 
 
16.70
1=
19.70
1=
Brook Professional Conservative
 
 
 
 
8.20
5
             
Cash
3 year
Rank
2 year
Rank
1 year
Rank
AMP Cash
3.00
1
2.90
1
2.90
1
Aon Tyndall NZ Cash
2.80
2=
2.80
2
2.50
7=
Mercer Cash
2.80
2=
2.60
3=
2.70
2=
ANZ Cash
2.80
2=
 
 
2.60
4=
ANZ OnePath Cash
2.80
2=
 
 
2.50
7=
Mercer Super Trust Cash
2.70
6
2.60
3=
2.70
2=
Staples Rodway Conservative
2.60
7=
2.60
3=
2.50
7=
ANZ OneAnswer Cash
2.60
7=
 
 
2.30
11
Westpac Cash
2.50
9
2.50
6
2.60
4=
ASB NZ Cash
2.30
10=
 
 
2.60
4=
FirstChoice NZ Cash
2.30
10=
 
 
2.50
7=
Aon ANZ OnePath Cash
2.10
12
2.00
7
1.90
12
             
Bonds
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer New Zealand Fixed Interest
4.80
1
 
 
-2.60
6
Mercer Super Trust Fixed Interest
4.70
2
4.10
1
1.80
1
ANZ OneAnswer International Fixed Interest
4.30
3
 
 
-0.30
3=
Craigs Fixed Interest
4.20
4
3.00
2
1.00
2
Forsyth Barr NZ Fixed Interest
2.60
5
 
 
-2.20
5
Forsyth Barr Local Authorities
2.50
6
 
 
-0.30
3=
 
 
 
 
 
 
 
Property
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Australasian Property
14.20
1
 
 
10.80
1
ANZ OneAnswer International Property
8.80
2
 
 
5.30
2
Forsyth Barr Listed Property
7.90
3
 
 
2.50
3
 
 
 
 
 
 
 
New Zealand Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs NZ Equity
12.30
1
17.00
1
14.80
1
Forsyth Barr New Zealand Equities
8.80
2
 
 
11.10
2
 
 
 
 
 
 
 
Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs Australian Equity
1.10
1
6.60
1
-1.50
2
Forsyth Barr Australian Equities
0.40
2
 
 
6.00
1
 
 
 
 
 
 
 
Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust TransTasman
14.20
1
22.40
1
21.90
1
ANZ OneAnswer Australasian Share
14.10
2
 
 
17.70
2
Grosvenor Trans-Tasman Small Companies
-4.00
3
5.80
2
-5.70
3
 
 
 
 
 
 
 
International Equity
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Shares
11.30
1
20.20
1
24.30
4
ANZ OneAnswer International Share
11.10
2
 
 
26.00
1
Mercer Super Trust Global Shares
9.90
3
19.00
2
25.20
2
Grosvenor International Share
7.90
4
15.90
3
25.00
3
Craigs Equity
6.10
5
11.70
4
9.50
7
Tower Equity
5.60
6
 
 
16.10
5
Forsyth Barr Global Equities
2.20
7
 
 
10.00
6
 
 
 
 
 
 
 
Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
FirstChoice Global Sustainability
9.70
1
 
 
26.80
1
Fidelity Ethical
8.40
2
13.00
1
14.20
3
ANZ OneAnswer Sustainable Growth
6.90
3
 
 
20.60
2
Craigs Balanced SRI
5.60
4
9.20
3
7.90
4
Grosvenor Socially Responsible
4.20
5
10.80
2
5.50
5
 
 
 
 
 
 
 
Misc
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Real Assets
8.50
1
11.20
2
13.60
1
Fidelity Options
6.50
2
12.00
1
8.80
2