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March 2013 KiwiSaver Ranking

Posted in KiwiSaver

Adjusted Per Annum Percentage Performance to 31 March 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
6.6
1
 
 
8.1
1
5.5
2
5.5
2
7.5
2
5.4
3=
6.1
1
6.8
3
5.4
3=
 
 
6.5
4
5.0
5
5.0
3
6.1
5
4.6
6
4.5
4
5.8
6
             
Aggressive
3 year
Rank
2 year
Rank
1 year
Rank
Milford Active Growth
11.8
1
 
 
25.0
1
Aon Milford
11.3
2
15.0
1
24.2
2
OnePath SIL Growth
9.6
3
 
 
17.7
3
ANZ Growth
9.2
4
 
 
17.4
4
OnePath Growth
8.0
5
 
 
14.5
5
Aon Russell LifePoints 2045
7.9
6
7.7
2
13.3
8
AMP Aggressive
6.9
7
6.9
3
13.5
7
ASB Growth
6.5
8
 
 
12.5
9
SuperLife AIM 80
6.4
9
4.6
7
11.8
13
Mercer High Growth
6.3
10=
5.7
4
11.5
15=
FirstChoice Growth
6.3
10=
 
 
12.2
11
Mercer Super Trust High Growth
6.1
12
5.6
5
11.5
15=
Fisher Funds Growth
5.2
13
3.0
9
12.1
12
FirstChoice Active Growth
4.8
14
 
 
12.3
10
AMP Wealth Growth
4.3
15
3.4
8
10.7
17=
Fidelity Aggressive
3.8
16
2.8
10
13.7
6
Brook Professional Growth
3.6
17
5.0
6
11.7
14
FirstChoice Active High Growth
2.8
18
 
 
10.7
17=
Grosvenor Geared Growth
2.1
19
1.5
11
10.7
17=
National Bank Growth            
Medical Assurance Aggressive            
Lifestages Growth            
Law Retirement Dynamic            
 
 
 
 
 
 
 
Growth
3 year
Rank
2 year
Rank
1 year
Rank
OnePath SIL Balanced Growth
9.0
1
 
 
15.6
1
AMP OnePath Balanced
8.8
2
9.3
1
14.1
3
ANZ Balanced Growth
8.6
3
 
 
15.2
2
Aon OnePath Balanced
8.3
4
8.7
2
13.8
5
SuperLife Managed 60
8.1
5
8.1
3
13.1
6=
Aon Russell LifePoints Balanced
8.0
6=
8.0
4
12.3
13
Aon Russell LifePoints Growth
8.0
6=
7.9
5=
13.1
6=
Aon Russell LifePoints 2035
8.0
6=
7.9
5=
12.7
9=
OnePath Balanced Growth
7.8
9
 
 
13.0
8
Westpac Growth
7.5
10=
7.1
8=
12.7
9=
Westpac Balanced
7.5
10=
7.1
8=
12.7
9=
SuperLife AIM 60
7.1
12
6.1
12
11.2
16=
AMP Balanced
7.0
13
7.3
7
11.2
16=
AMP Growth
6.9
14
6.9
10
12.3
13
ASB Balanced
6.6
15
 
 
10.9
20
FirstChoice Balanced
6.3
16
 
 
10.6
22=
Tower Growth
6.2
17
6.2
11
14.0
4
Mercer Balanced
5.9
18=
6.0
13
9.2
26=
Mercer Super Trust Growth
5.9
18=
5.8
14=
10.1
24
Mercer Super Trust Active Balanced
5.8
20
5.8
14=
9.2
26=
Craigs Growth
5.1
21
4.9
16
12.3
13
FirstChoice Active Balanced
5.0
22
 
 
10.6
22=
AMP Wealth Balanced
4.8
23
4.3
17
8.7
28
Fidelity Growth
4.3
24
4.2
18
12.4
12
Brook Professional Balanced
3.0
25
4.0
19
7.9
29
Forsyth Barr Growth
2.8
26
 
 
11.0
19
Grosvenor High Growth
2.0
27
1.4
22
10.8
21
Grosvenor Balanced Growth
 
 
3.1
20
9.9
25
Craigs Balanced
 
 
1.8
21
11.1
18
Smartshares Balanced
 
 
 
 
 
 
KiwiBank Growth
 
 
 
 
 
 
Law Retirement Balanced
 
 
 
 
 
 
Mercer AMP Capital Balanced
 
 
 
 
 
 
Mercer AMP Resp.Investment Leaders Balanced
 
 
 
 
 
 
Mercer Super Trust OnePath SIL Balanced
 
 
 
 
 
 
Staples Rodway Balanced
 
 
 
 
 
 
Staples Rodway Growth
 
 
 
 
 
 
 
 
 
 
 
 
 
Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints Moderate
8.3
1=
8.5
2
11.5
5
OnePath SIL Balanced
8.3
1=
 
 
13.4
2
Aon Russell LifePoints 2025
8.1
3
8.2
3
11.9
4
ANZ Balanced
8.0
4
 
 
13.0
3
OnePath Balanced
7.5
5
 
 
11.4
6=
AMP Moderate Balanced
6.5
6
6.6
4
9.9
12
AMP Tyndall Balanced
6.3
7=
6.2
6
11.4
6=
ASB Moderate
6.3
7=
 
 
9.0
13=
AMP Tower Balanced
6.2
9
6.3
5
10.6
11
Tower Balanced
6.1
10
6.1
7
11.4
6=
FirstChoice Moderate
6.0
11
 
 
8.7
15
Aon Tyndall Balanced
5.6
12
5.3
9
10.7
10
Mercer Super Trust Moderate
5.3
13
5.7
8
8.3
16=
Fidelity Balanced
4.7
14
4.9
10
10.9
9
Grosvenor Balanced
4.3
15
4.3
11
8.3
16=
Forsyth Barr Balanced
3.0
16
 
 
9.0
13=
Milford Balanced
 
 
11.1
1
18.8
1
National Bank Balanced            
KiwiBank Balanced            
 
 
 
 
 
 
 
Moderate
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints Conservative
8.4
1
8.9
1
10.8
3
Aon Russell LifePoints 2015
8.2
2
8.5
2=
11.1
2
SuperLife AIM First Home
7.7
3
8.5
2=
7.9
14
OnePath SIL Conservative Balanced
7.6
4
 
 
11.2
1
ANZ Conservative Balanced
7.2
5
 
 
10.7
4
OnePath Conservative Balanced
7.1
6
 
 
9.8
5
OnePath SIL Conservative
6.6
7
 
 
8.6
8
AMP Moderate
6.3
8
6.5
4
8.7
7
Westpac Conservative
6.2
9=
6.3
5=
8.4
9=
ANZ Conservative
6.2
9=
 
 
8.2
12
AMP Conservative
6.1
11
6.3
5=
7.5
15
Tower Conservative
6.0
12
6.0
8=
8.4
9=
Grosvenor Conservative
5.7
13=
6.1
7
7.3
16
Fidelity Conservative
5.7
13=
6.0
8=
9.2
6
Fisher Funds Conservative
5.5
15
5.9
10
8.3
11
FirstChoice Conservative
5.1
16
 
 
6.2
18
AMP Wealth Conservative
5.0
17=
4.9
12
6.0
19=
FirstChoice Active Conservative
5.0
17=
 
 
8.1
13
Mercer Super Trust Conservative
4.8
19
5.1
11
6.0
19=
Craigs Conservative
4.7
20
4.5
13
7.0
17
National Bank Conservative Balanced            
National Bank Conservative            
Smartshares Conservative            
KiwiBank Conservative            
             
 
 
 
 
 
 
 
Conservative
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife The D Fund
7.9
1
8.1
1
9.5
7
SuperLife Aim 30
7.4
2
7.2
2
9.6
6
OnePath Conservative
6.6
3
 
 
8.1
8
Westpac Capital Protection Plan No. 1
6.3
4=
5.5
4=
14.2
1=
Westpac Capital Protection Plan No. 2
6.3
4=
5.5
4=
14.2
1=
Tower Cash Enhanced
5.5
6
5.5
4=
7.5
9
Mercer Conservative
5.4
7=
6.1
3
6.8
10
ASB Conservative
5.4
7=
 
 
6.5
11
Forsyth Barr Premium Yield
5.3
9
 
 
4.1
15
AMP Wealth Income Plus
5.0
10
5.0
8
6.1
12
AMP Default
4.6
11
4.5
9
5.8
14
Fidelity Capital Guaranteed
4.2
12
4.2
10
5.9
13
Grosvenor Enhanced Income
2.9
13
2.8
11=
2.8
17
Tower Preservation
2.8
14
2.8
11=
3.1
16
Westpac Capital Protection Plan No. 3
 
 
5.5
4=
14.2
1=
Westpac Capital Protection Plan No. 4
 
 
 
 
14.2
1=
SuperLife Managed 30
 
 
 
 
10.8
5
Staples Rodway Conservative            
             
Cash
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife Cash
4.1
1
3.9
1
3.8
1
Mercer Cash
3.3
2
2.7
3
2.6
4=
AMP Cash
3.2
3
3.0
2
2.9
2
Mercer Super Trust Cash
3.1
4
2.6
4=
2.5
6=
Aon Tyndall NZ Cash
2.7
5=
2.6
4=
2.8
3
OnePath Cash
2.7
5=
 
 
2.6
4=
Westpac Cash
2.5
7=
2.4
6
2.5
6=
OnePath SIL Cash
2.5
7=
 
 
2.5
6=
ANZ Cash
2.4
9
 
 
2.4
9
ASB NZ Cash
2.3
10
 
 
2.3
10
Aon OnePath Cash
2.0
11=
1.9
7=
1.9
12=
AMP Wealth Cash
2.0
11=
1.9
7=
1.9
12=
FirstChoice NZ Cash
2.0
11=
 
 
2.0
11
National Bank Cash            
KiwiBank Cash            
             
 
 
 
 
 
 
 
Bonds
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife NZ Bonds
8.3
1
8.2
2
8.1
1=
OnePath SIL New Zealand Fixed Interest
7.7
2
 
 
6.9
3=
SuperLife Overseas Non-government Bonds
7.6
3
9.1
1
8.1
1=
SuperLife Overseas Government Bonds
7.4
4
8.0
3
6.9
3=
Forsyth Barr NZ Fixed Interest
6.4
5
 
 
6.0
6
OnePath SIL International Fixed Interest
6.2
6
 
 
6.3
5
Forsyth Barr Local Authorities
5.4
7
 
 
4.3
9
Mercer Super Trust Fixed Interest
5.1
8
6.7
4
5.1
8
Craigs Fixed Interest
4.9
9
4.0
5
5.2
7
KiwiBank NZ Fixed Interest
 
 
 
 
 
 
KiwiBank Global Fixed Interest
 
 
 
 
 
 
 
 
 
 
 
 
 
Property
3 year
Rank
2 year
Rank
1 year
Rank
OnePath SIL Australasian Property
15.2
1
 
 
21.8
2
OnePath SIL International Property
14.8
2
 
 
19.6
3
SuperLife Property
13.8
3
15.1
1
21.9
1
Forsyth Barr Listed Property
11.1
4
 
 
18.5
4
KiwiBank Listed Property            
 
 
 
 
 
 
 
New Zealand Equity
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife NZ Shares
15.1
1
15.4
1
35.8
1
Forsyth Barr New Zealand Equities
7.6
2
 
 
21.9
2
Craigs NZ Equity
5.2
3
 
 
21.7
3
 
 
 
 
 
 
 
Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife Australian Share
2.6
1
0.7
2
7.8
3
Forsyth Barr Australian Equities
1.6
2
 
 
12.8
2
Craigs Australian Equity
 
 
1.8
1
17.7
1
 
 
 
 
 
 
 
Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
OnePath SIL Australasian Share
11.1
1
 
 
25.5
1
Mercer Super Trust TransTasman
10.2
2
12.1
1
24.0
2
Grosvenor Trans-Tasman Small Companies
 
 
-2.3
2
9.0
3
Smartshares Growth
 
 
 
 
 
 
KiwiBank Australasian Share
 
 
 
 
 
 
 
 
 
 
 
 
 
International Equity
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife Overseas Shares Hedged
11.7
1
10.0
1
17.1
2
Mercer Super Trust Shares
6.7
2
6.0
2
14.1
4
Mercer Super Trust Global Shares
5.0
3
3.4
5
10.0
7
Craigs Equity
4.8
4
4.6
3
14.9
3
OnePath SIL International Share
4.7
5
 
 
11.6
6
Tower Equity
4.2
6
4.2
4
12.2
5
SuperLife Overseas Shares Unhedged
2.3
7
0.5
6
7.7
8
SuperLife Gemino
2.2
8
-7.7
8
28.4
1
Forsyth Barr Global Equities
-1.3
9
 
 
4.6
10
Grosvenor International Share
 
 
0.2
7
7.4
9
KiwiBank Global Share            
 
 
 
 
 
 
 
Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
SuperLife Ethica
6.8
1
7.5
1
12.8
3
Fidelity Ethical
5.6
2
6.1
2
10.4
5
Craigs Balanced SRI
5.4
3
4.7
3
12.4
4
FirstChoice Global Sustainability
4.6
4
 
 
14.8
2
OnePath SIL Sustainable Growth
1.3
5
 
 
4.8
7
Forsyth Barr SRI
-1.5
6
 
 
5.4
6
Grosvenor Socially Responsible
 
 
4.0
4
15.6
1
 
 
 
 
 
 
 
Misc
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Real Assets
6.2
1
6.5
1
8.7
2
Fidelity Options
4.9
2
2.7
2
14.3
1