March 2015 KiwiSaver Ranking

Adjusted Per Annum Percentage Performance to 31 March 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 Conservative
7.70
1
8.10
1
9.20
3
ANZ Default Conservative
7.50
2
 
 
10.70
1
ASB Conservative
6.70
3
6.60
2
9.10
4
Fisher Funds Two Enhanced
6.60
4
6.20
5
8.50
5
AMP Default
6.20
5
6.50
3
8.10
6
BNZ KiwiSaver Conservative
 
 
6.40
4
9.30
2
Kiwi Wealth Default*
 
 
 
 
 
 
Grosvenor Default Saver*
 
 
 
 
 
 
Westpac Defensive*
 
 
 
 
 
 

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

Aggressive
3 year
Rank
2 year
Rank
1 year
Rank
Milford Active Growth
19.10
1
15.80
2
11.80
17
Aon Milford
18.00
2
14.90
5
10.80
18
Kiwi Wealth Growth
17.80
3
20.90
1
22.20
1
OneAnswer Growth
17.40
4
 
 
17.80
6
ANZ Growth
16.10
5
 
 
17.90
5
ANZ Default Growth
15.00
6
 
 
18.00
4
Mercer Super Trust High Growth
14.10
7
15.40
3
15.60
8=
Mercer High Growth
14.00
8
15.30
4
15.60
8=
Aon Russell LifePoints 2045
13.90
9
14.10
6
15.40
10
ASB Growth
13.70
10
14.00
7
17.00
7
Grosvenor Geared Growth
12.70
11
13.60
8
19.10
2
Westpac Growth
12.50
12
12.50
9
14.90
11
AMP Aggressive
12.40
13
11.80
11
13.30
13=
Fisher Funds Growth
12.30
14
12.40
10
10.60
19
Staples Rodway Growth
11.60
15
11.30
13
13.30
13=
Grosvenor High Growth
11.50
16
11.80
11
14.80
12
AMP Growth
11.40
17
10.90
14
12.50
15
Lifestages Growth
10.10
18
10.60
15=
12.00
16
Generate Focused Fund
 
 
10.60
15=
18.70
3

 

Growth
3 year
Rank
2 year
Rank
1 year
Rank
15.20
1
 
 
16.10
4
14.00
2
 
 
16.20
3
13.50
3
13.60
1
15.30
6
13.40
4
13.00
3
16.00
5
13.10
5
 
 
16.30
2
Staples Rodway Balanced
12.90
6
12.20
5
14.80
7
Aon Russell LifePoints 2035
12.60
7
12.40
4
14.70
9
Mercer Super Trust Growth
12.40
8
13.50
2
14.40
11
Aon Russell LifePoints Balanced
12.20
9
12.00
7=
14.60
10
Fisher Funds Two Growth
11.90
10
10.80
11
10.80
21
ASB Balanced
11.60
11
11.70
10
14.80
7
Aon ANZ Default Balanced
11.50
12
10.30
13
13.00
14=
Mercer Super Trust Balanced
11.10
13
12.00
7=
12.80
16
Mercer Balanced
11.00
14
11.90
9
12.70
17
Westpac Balanced
10.70
15
10.50
12
13.00
14=
Grosvenor Balanced Growth
9.90
16=
9.80
14
13.50
13
AMP Balanced
9.90
16=
9.30
15
11.20
20
Craigs Growth
9.50
18
 
 
12.60
18
Craigs Balanced
8.70
19
 
 
11.60
19
BNZ KiwiSaver Growth
 
 
12.10
6
13.70
12
Generate Growth Fund
 
 
9.20
16
16.60
1
Grosvenor Asset Class Growth * new fund no data yet
 
 
 
 
 
 
SmartKiwi Balanced* no data available
 
 
 
 
 
 

 

Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Milford Balanced
15.80
1
14.10
1=
16.70
1
Kiwi Wealth Balanced
12.80
2=
14.10
1=
15.90
2
OneAnswer Balanced
12.80
2=
 
 
14.20
5
ANZ Balanced
12.00
4
 
 
14.40
4
AMP Nikko AM Balanced
11.30
5
11.20
3
13.60
7=
ANZ Default Balanced
11.20
6
 
 
14.50
3
Aon Russell LifePoints 2025
11.10
7
10.50
6
13.70
6
Aon Nikko AM Balanced
10.80
8
10.70
5
13.50
9
Aon Russell LifePoints Moderate
10.50
9
9.90
8
13.60
7=
Mercer Super Trust Moderate
10.00
10
10.80
4
11.90
13
AMP Fisher Balanced
9.90
11
9.60
9
10.70
14
Fisher Funds Two Balanced
9.80
12
9.00
10=
10.00
16
ASB Moderate
9.10
13
9.00
10=
12.10
12
AMP Moderate Balanced
8.90
14
8.40
12
10.40
15
Grosvenor Balanced
8.30
15
8.20
13
12.20
11
BNZ KiwiSaver Balanced
 
 
10.20
7
12.70
10

 

Moderate
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Conserv. Balanced
10.40
1
 
 
12.20
5
ANZ Conservative Balanced
9.90
2
 
 
12.50
4
Aon Russell LifePoints 2015
9.40
3=
8.40
1=
12.80
1=
ANZ Default Conserv. Balanced
9.40
3=
 
 
12.60
3
Aon Russell LifePoints Conserv.
8.90
5
7.90
3
12.80
1=
AMP Moderate
7.90
6=
7.50
5
9.50
11
OneAnswer Conservative
7.90
6=
 
 
10.10
9
ANZ Conservative
7.70
8
 
 
10.60
8
Kiwi Wealth Conservative
7.50
9=
7.40
6
9.70
10
Fisher Funds Conservative
7.50
9=
7.10
7
8.40
16=
Mercer Super Trust Conserv.
7.20
11
7.80
4
9.20
13=
Fisher Funds Two Conservative
7.20
11=
6.60
8
8.60
15
Westpac Conservative
7.20
11=
6.50
9
9.30
12
AMP Conservative
6.60
14
6.20
10
8.40
16=
Grosvenor Conservative
6.00
15
5.30
12
9.20
13=
Craigs Conservative
5.80
16
 
 
7.90
18
BNZ KiwiSaver Moderate
 
 
8.40
1=
11.70
6
Generate Conservative Fund
 
 
5.40
11
10.90
7
Westpac Moderate *new fund no data yet            
SmartKiwi Conservative * no data available            

 

Conservative
3 year
Rank
2 year
Rank
1 year
Rank
Westpac Cap Protection No. 1
15.30
1=
15.90
1=
17.70
3=
Westpac Cap Protection No. 3
15.30
1=
15.90
1=
17.80
1=
Westpac Cap Protection No. 4
15.30
1=
15.90
1=
17.70
3=
Westpac Cap Protection No. 2
15.30
1=
15.90
1=
17.80
1=
Lifestages Capital Stable
5.10
5
5.20
7
5.70
7
Fisher Funds Two Preservation
3.10
6
3.00
8
3.30
8
Grosvenor Enhanced Income
2.90
7
2.90
9
3.20
9
Westpac Cap Protection No. 5    
15.80
5
17.70
3=
Milford Conservative
 
 
13.60
6
16.90
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 Cash Plus
3.90
1
4.10
2
5.20
1
Kiwi Wealth Cash 
3.50
2
4.20
1
4.80
2
ASB NZ Cash
3.10
3=
3.40
3
3.70
3
AMP Cash
3.10
3=
3.10
4
3.40
5
Staples Rodway Conservative
2.90
5=
3.00
5=
2.90
13
ANZ Cash
2.90
5=
 
 
3.50
4
Mercer Cash
2.80
7=
3.00
5=
3.30
6=
Mercer Super Trust Cash
2.80
7=
2.90
8=
3.20
9=
Westpac Cash
2.80
7=
2.90
8=
3.20
9=
Aon Nikko AM NZ Cash
2.80
7=
2.70
10
3.10
11
ANZ Default Cash
2.80
7=
 
 
3.30
6=
OneAnswer Cash
2.80
7=
 
 
3.30
6=
Aon ANZ Default Cash
2.20
13
2.20
11
2.60
14
BNZ KiwiSaver Cash 
 
 
3.00
5=
3.00
12

 

Bonds
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer International Fixed Interest
5.60
1
 
 
9.80
1
OneAnswer New Zealand Fixed Interest
4.50
2
 
 
8.00
2
Craigs Fixed Interest
4.30
3
 
 
6.30
3

 

NZ Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs NZ Equity
15.20
1
 
 
10.60
1

 

Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs Australian Equity
8.70
1
 
 
17.40
1

 

Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Australasian Share
21.60
1
 
 
17.90
1
Grosvenor Trans-Tasman Small Companies
1.30
2
1.60
1
5.30
2
SmartKiwi Growth * no data available            

 

International Equity
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer International Share
18.10
1
 
 
19.50
1
Mercer Super Trust Shares
17.10
2
18.40
1
18.30
2
Grosvenor International Share
13.40
3
16.40
2
16.80
3
Fisher Funds Two Equity
12.30
4
12.30
3
11.50
5
Craigs Equity
11.20
5
 
 
14.20
4

 

Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Sustainable Growth
13.70
1
 
 
18.20
1
Grosvenor Socially Resp. Growth
9.90
2
7.10
1
12.60
3
Craigs Balanced SRI
9.60
3
 
 
11.20
4
Amanah KiwiSaver Plan
 
 
 
 
16.20
2
Grosvenor Socially Resp.Balanced* new fund no data yet
 
 
 
 
 
 

 

Property
3 year
Rank
2 year
Rank
1 year
Rank
OneAnswer Australasian Property
19.00
1
 
 
25.20
2
OneAnswer International Property
18.30
2
 
 
27.10
1

 

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

 

Please note: during the quarter December 31, 2014 to March 31, 2015 Mercer closed down several of their funds and these have been removed from our performance tables. The closed funds were predominately single sector funds.