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March 2012 KiwiSaver Ranking

Posted in KiwiSaver

Adjusted Per Annum Percentage Performance to 31 March 2012

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
7.3
1
36
4
3.0
6
AXA Income Plus
7.2
2
4.4
2
4.0
4
OnePath Conservative
7.1
3
 
 
6.1
1
Tower Cash Enhanced
6.3
4
 
 
4.7
2
AMP Default
5.0
5
4.0
3
3.3
5
ASB Conservative
4.4
6
6.4
1
4.5
3
 
 
 
 
 
 
 
Aggressive
3 year
Rank
2 year
Rank
1 year
Rank
Fisher Funds Growth
15.6
1
2.1
5
-5.3
18
Aon Russell LifePoints 2045
14.8
2
5.2
3
2.2
7
OnePath SIL Growth
12.9
3
 
 
3.3
3
National Bank Growth
12.5
4=
 
 
3.0
4
ANZ Growth
12.5
4=
 
 
2.9
5
ASB Growth
11.7
6
 
 
-0.4
10
FirstChoice Tracker Growth
11.5
7
 
 
-0.6
11
OnePath Growth
10.9
8=
 
 
2.4
6
AXA Growth
10.9
8=
1.3
6
-3.4
15
Milford Active Growth
10.8
10
12.3
1
6.8
1
Aon Milford
10.4
11
5.3
2
6.4
2
Mercer High Growth
9.6
12
1.1
7
-3.3
14
Mercer Super Trust High Growth
9.2
13
0.8
8
-3.5
16
FirstChoice Active Growth
9.1
14=
 
 
-2.5
13
Fidelity Aggressive
9.1
14=
-0.9
10
-7.1
21
AMP Aggressive
9.0
16
3.8
4
0.7
8
FirstChoice Active High Growth
8.4
17
 
 
-6.0
19
Credit Union Global Growth
8.2
18
-1.5
11
-4.7
17
Brook Professional Growth
4.4
19
 
 
0.3
9
Gareth Morgan Growth
2.8
20
0.2
9
-0.8
12
Grosvenor Geared Growth
 
 
-2.0
12
-7.0
20
Lifestages Growth
 
 
-3.7
13
-8.0
22
SuperLife AIM 80
 
 
 
 
 
 
Medical Assurance Aggressive
 
 
 
 
 
 
Law Retirement Dynamic
 
 
 
 
 
 
 
 
 
 
 
 
 
Growth
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints Growth
14.2
1
5.5
5
3.0
11
Aon Russell LifePoints 2035
14.0
2
5.7
3
3.4
9=
Aon Russell LifePoints Balanced
13.6
3
5.9
2
3.8
5=
Aon OnePath Balanced
12.0
4
5.6
4
3.9
4
OnePath SIL Balanced Growth
11.7
5
 
 
4.1
3
National Bank Balanced Growth
11.3
6
 
 
3.8
5=
ANZ Balanced Growth
11.2
7
 
 
3.7
7
AMP OnePath Balanced
11.1
8=
6.2
1
4.7
1
Tower Growth
11.1
8=
 
 
-0.3
22=
ASB Balanced
10.6
10
 
 
1.6
16=
FirstChoice Tracker Balanced
10.3
11
 
 
1.3
19
AXA Balanced
10.0
12=
3.0
12
0.1
21
Westpac Growth
10.0
12=
5.0
6=
1.8
13
OnePath Balanced Growth
10.0
12=
 
 
3.4
9=
Mercer OnePath SIL Balanced
9.2
15
4.2
10
2.5
12
Mercer Balanced
9.1
16
2.3
14=
-0.3
22=
Westpac Balanced
9.0
17
4.8
9
1.6
16=
Mercer Super Trust Active Balanced
8.7
18=
1.9
18
-0.7
25
FirstChoice Active Balanced
8.7
18=
 
 
-0.3
22
AMP Growth
8.5
20=
4.2
10
1.7
14=
Mercer Super Trust Growth
8.5
20=
1.3
19
1.8
31
AMP Balanced
7.9
22
4.9
8
3.5
8
Fidelity Growth
7.6
23
0.5
20
-3.3
33
Grosvenor High Growth
7.3
24
-2.1
21
-7.1
35
Craigs Balanced SRI
6.2
25
2.7
13
-1.4
27
Brook Professional Balanced
6.1
26
 
 
-1.3
26
Mercer AMP Capital Balanced
4.8
27
2.1
17
-1.7
29=
Forsyth Barr Growth
4.3
28
 
 
-1.7
29=
Gareth Morgan Balanced
3.6
29
2.3
14=
1.7
14=
Craigs Growth
 
 
5.0
6=
-6.0
34
Mercer AMP R I L Balanced
 
 
2.3
14=
-1.5
28
Grosvenor Balanced Growth
 
 
 
 
-3.2
32
Craigs Balanced
 
 
 
 
-12.0
36
Kiwibank Growth
 
 
 
 
1.6
16=
Staples Rodway Balanced
 
 
 
 
4.4
2
Staples Rodway Growth
 
 
 
 
0.2
20
Law Retirement Balanced
 
 
 
 
 
 
Smartshares Balanced
 
 
 
 
 
 
SuperLife AIM 60
 
 
 
 
 
 
 
 
 
 
 
 
 
Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints 2025
13.3
1
6.2
3
4.6
3
Aon Russell LifePoints Moderate
12.5
2
6.6
2
5.5
1
OnePath SIL Balanced
10.2
3
 
 
4.7
2
National Bank Balanced
9.9
4
 
 
4.4
5=
ANZ Balanced
9.8
5
 
 
4.5
4
Tower Balanced
9.2
6
 
 
1.4
13
OnePath Balanced
9.1
7
 
 
4.4
5=
ASB Moderate
9.0
8
 
 
3.3
10
AMP Tyndall Balanced
8.9
9
3.9
6
1.2
14
FirstChoice Tracker Moderate
8.8
10
 
 
3.1
11
AMP Tower Balanced
8.5
11
4.1
5
2.1
12
Aon Tyndall Balanced
8.1
12
3.0
7
0.2
16
Mercer Super Trust Moderate
7.7
13
1.8
9=
0.1
17
Grosvenor Balanced
7.5
14
2.4
8
0.4
15
AMP Moderate Balanced
7.3
15
4.8
4
3.4
9
Fidelity Balanced
6.9
16
1.8
9=
-0.9
19
Forsyth Barr Balanced
4.1
17
 
 
0.0
18
Milford Balanced
 
 
9.5
1
3.9
8
Kiwibank Balanced        
4.4
5=
 
 
 
 
 
 
 
Moderate
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints 2015
12.3
1
6.8
2
6.0
2
Aon Russell LifePoints Conservative
11.3
2
7.3
1
7.1
1
National Bank Conservative Balanced
8.5
3
 
 
5.1
10
ANZ Conservative Balanced
8.4
4=
 
 
5.0
11
Tower Conservative
8.4
4=
 
 
4.5
13
OnePath Conservative Balanced
8.2
6
 
 
5.4
6=
AXA Conservative
7.6
7
4.5
7
3.8
17
Grosvenor Conservative
7.3
8=
5.0
6
4.8
12
FirstChoice Active Conservative
7.3
8=
 
 
2.6
20
OnePath SIL Conservative Balanced
7.2
10=
 
 
5.7
3=
OnePath SIL Conservative
7.2
10=
 
 
5.7
3=
Mercer Super Trust Conservative
6.9
12
2.6
10
1.6
21
ANZ Conservative
6.8
13=
 
 
5.4
6=
National Bank Conservative
6.8
13=
 
 
5.4
6=
Westpac Conservative
6.8
13=
5.1
4=
4.3
14=
Fidelity Conservative
6.8
13=
3.9
9
2.8
19
AMP Moderate
6.7
17
5.1
4=
4.3
14=
AMP Conservative
6.1
18=
5.4
3
5.2
9
FirstChoice Tracker Conservative
6.1
18=
 
 
4.2
16
Craigs Conservative
4.1
20
1.0
11
1.5
22
Gareth Morgan Conservative
3.7
21
3.4
10
3.1
19
Fisher Funds Conservative
 
 
4.2
8
3.7
18
Kiwibank Conservative        
5.7
3=
Smartshares Conservative
 
 
 
 
 
 
SuperLife AIM First Home
 
 
 
 
 
 
SuperLife AIM 30            
SuperLife Trustee 30            
SuperLife Trustee 60            
 
 
 
 
 
 
 
Conservative
3 year
Rank
2 year
Rank
1 year
Rank
Westpac Capital Protection Plan No. 1
10.2
1
2.5
6=
-2.5
12
Mercer Conservative
7.3
2
3.6
3
3.0
7
OnePath Conservative
7.2
3=
 
 
5.7
1
AXA Income Plus
7.2
3=
4.4
1
4.0
5
ASB Conservative
6.4
5
 
 
4.5
4
Tower Cash Enhanced
6.3
6
 
 
4.7
3
Forsyth Barr Premium Yield
5.4
7
 
 
4.9
2
AMP Default
5.0
8
4.0
2
3.3
6
Fidelity Capital Guaranteed
4.2
9
3.3
4
2.6
9=
Grosvenor Enhanced Income
3.3
10
2.9
5
2.8
8
Tower Preservation
2.0
11
 
 
2.4
10
Westpac Capital Protection Plan No. 2
 
 
2.5
6=
-2.5
12
Staples Rodway Conservative
 
 
 
 
2.6
9=
Westpac Capital Protection Plan No. 3
 
 
 
 
-2.4
11
SuperLife The D Fund
 
 
 
 
 
 
Westpac Capital Protection Plan No. 4
 
 
 
 
 
 
 
 
 
 
 
 
 
Cash
3 year
Rank
2 year
Rank
1 year
Rank
AMP Cash
3.4
1
3.3
1
3.0
2
Westpac Cash
2.6
2
2.5
3
2.2
8
OnePath Cash
2.5
3
 
 
2.8
3
Mercer Cash
2.4
4=
2.4
4
2.0
10
Aon Tyndall NZ Cash
2.4
4=
2.6
2
2.3
7
AXA Cash
2.4
4=
 
 
1.8
13=
ASB NZ Bank Deposit
2.3
7
2.0
6=
2.1
10
OnePath SIL Cash
2.2
8=
 
 
2.7
4
National Bank Cash
2.2
8=
 
 
2.6
5
ANZ Cash
2.1
10
 
 
2.5
7
FirstChoice NZ Cash
2.0
11=
 
 
1.8
13=
Aon OnePath Cash
2.0
11=
2.0
6=
1.9
12
Mercer Super Trust Cash
1.9
13
2.1
5
2.6
5
Kiwibank Cash        
3.3
1
SuperLife Cash
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Bonds
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Fixed Interest
8.8
1
4.7
1
5.8
6
OnePath SIL New Zealand Fixed Interest
7.9
2
 
 
8.6
2
OnePath SIL International Fixed Interest
5.3
3
 
 
8.1
3
Forsyth Barr NZ Fixed Interest
5.2
4
 
 
6.5
4
Craigs Fixed Interest
 
 
0.3
2
4.8
7
Kiwibank Self Managed Global Fixed Interest        
6.1
5
Kiwibank Self Managed NZ Fixed Interest        
9.9
1
Forsyth Barr Local Authorities
 
 
 
 
4.5
8
SuperLife Overseas Government Bonds
 
 
 
 
 
 
SuperLife Overseas Non-government Bonds
 
 
 
 
 
 
SuperLife NZ Bonds
 
 
 
 
 
 
 
 
 
 
 
 
 
Property
3 year
Rank
2 year
Rank
1 year
Rank
OnePath SIL International Property
31.7
1
 
 
5.1
3
OnePath SIL Australasian Property
14.7
2
 
 
15.8
1
Forsyth Barr Listed Property
10.6
3
 
 
5.0
4
Kiwibank Self Managed Listed Property        
10.1
2
SuperLife Property            
 
 
 
 
 
 
 
New Zealand Equity
3 year
Rank
2 year
Rank
1 year
Rank
Forsyth Barr New Zealand Equities
8.7
1
 
 
0.0
1
SuperLife NZ Shares            
 
 
 
 
 
 
 
Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Forsyth Barr Australian Equities
5.1
1
 
 
-8.2
1
SuperLife Australian Share
 
 
 
 
 
 
 
 
 
 
 
 
 
Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
OnePath SIL Australasian Share
11.1
1
 
 
2.4
2
Mercer Super Trust TransTasman Shares
8.7
2
2.2
1
-0.9
3
Kiwibank Self Managed Australasian Shares        
2.8
1
Grosvenor Trans-Tasman Small Companies
 
 
 
 
-12.5
4
Smartshares Growth
 
 
 
 
 
 
 
 
 
 
 
 
 
International Equity
3 year
Rank
2 year
Rank
1 year
Rank
Tower Equity
11
1
 
 
-5.7
6
OnePath SIL International Share
8.9
2
 
 
-3.2
2
Mercer Super Trust Shares
8.1
3
-0.3
3
-5.3
5
Mercer Super Trust Global Shares
7.6
4
-1.5
2
-7.5
8
Craigs Equity
4.5
5
3.7
1
-3.6
3
Forsyth Barr Global Equities
0.1
6
 
 
-3.7
4
Kiwibank Self Managed Global Shares        
-2.5
1
Grosvenor International Share
 
 
 
 
-6.4
7
SuperLife Overseas Shares Hedged
 
 
 
 
 
 
SuperLife Overseas Shares Unhedged
 
 
 
 
 
 
SuperLife Gemino
 
 
 
 
 
 
 
 
 
 
 
 
 
Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
FirstChoice Global Sustainability
9.0
1
 
 
-5.5
3
Fidelity Ethical
7.6
2
3.2
1
2
1
OnePath SIL Sustainable Growth
5.7
3
 
 
-5.9
4
Forsyth Barr SRI
1.0
4
 
 
-5.2
2
Grosvenor Socially Responsible
 
 
 
 
-6.4
5
SuperLife Ethica            
 
 
 
 
 
 
 
Misc
3 year
 
2 year
 
1 year
 
Mercer Super Trust Real Assets
18.7
1
4.1
1
1.0
1
Fidelity Options
10.1
2
0.5
2
-7.7
2