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December 2014 KiwiSaver Ranking

Posted in KiwiSaver

Adjusted Per Annum Percentage Performance to 31 December 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
7.60
1
7.60
1
8.10 4
ANZ Default Conservative 7.20
2
 
 
9.10 1=
Fisher Funds Two Enhanced 6.80
3
6.50
2
9.10 1=
AMP Default
6.20
4
6.20
3
6.70
5
ASB Conservative 4.70 5     5.30 6
BNZ Conservative*
 
 
 
 
8.40
3
KiwiWealth 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 20.00 1 16.90 2 14.30 1
Aon Milford 18.90 2 15.90 3 13.30 3
KiwiWealth Growth 18.80 3 21.60 1 14.20 2
ANZ OneAnswer Growth 16.90 4     13.00 6
ANZ Growth 16.80 5     12.90 7
Aon Russell LifePoints 2045 15.80 6 15.50 4 11.00 12
ANZ Default Growth 15.30 7     13.20 4=
Mercer Super Trust High Growth 14.30 8= 14.90 5= 11.60 10=
Mercer High Growth 14.30 8= 14.90 5= 11.60 10=
AMP Aggressive 13.60 10 12.70 9 10.10 14
Fisher Funds Growth 13.40 11 12.50 10 6.30 19
Westpac Growth 13.00 12 13.10 7 12.00 8
Grosvenor Geared Growth 12.40 13 13.00 8 11.80 9
AMP Growth 12.30 14 11.60 12 9.60 16
Grosvenor High Growth 11.80 15 12.10 11 9.90 15
Staples Rodway Growth 11.60 16 11.10 13 10.60 13
ASB Growth 11.50 17     9.00 17
Lifestages Growth 10.70 18 11.00 14 8.60 18
Generate Focused Fund* new fund         13.20 4=

 

Growth
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints Growth
15.10
1
14.70
1
11.00
8
ANZ OneAnswer Balanced Growth
14.60
2
 
 
12.20
2
ANZ Balanced Growth
14.50
3
 
 
12.00
5
Aon Russell LifePoints 2035
14.10
4
13.50
2
10.70
11
AMP ANZ Default Balanced
13.80
5
13.30
3
12.10
4
Staples Rodway Balanced
13.50
6=
12.80
4=
11.90
6
Aon Russell LifePoints Balanced
13.50
6=
12.70
6
10.60
13
ANZ Default Balanced Growth
13.20
8
 
 
12.20
2
Fisher Funds Two Growth
12.60
9
12.10
7
11.00
8
Mercer Super Trust Growth
12.40
10
12.80
4=
10.60
13
Aon ANZ Default Balanced
12.10
11
10.60
11
10.30
15
Mercer Super Trust Active Balanced
11.10
12=
11.40
8
9.90
16
Mercer Balanced
11.10
12=
11.30
9
9.80
17
Westpac Balanced
10.90
14
10.70
10
10.70
11
AMP Balanced
10.40
15
9.70
12
8.90
19
Grosvenor Balanced Growth
9.70
16
9.60
13
9.40
18
ASB Balanced
9.40
17
 
 
8.10
20
SmartKiwi Balanced
9.00
18
7.50
14
11.10
7
Craigs Growth
8.80
19
 
 
7.70
21
Craigs Balanced
8.10
20
 
 
7.60
22
BNZ Growth* new fund
 
 
 
 
10.90
10
Generate Growth Fund* new fund         12.80 1
Grosvenor Asset Class Growth * new fund no data yet            
             

 

Balanced
3 year
Rank
2 year
Rank
1 year
Rank
Milford Balanced
15.90
1
14.70
1
13.60
1
KiwiWealth Balanced
13.10
2
14.30
2
11.10
4=
Aon Russell LifePoints 2025
12.20
3=
11.20
4
10.30
9
ANZ OneAnswer Balanced
12.20
3=
 
 
11.30
2=
ANZ Balanced
12.10
5
 
 
11.10
4=
AMP Nikko AM Balanced
11.60
6
11.30
3
10.50
7=
Aon Russell LifePoints Moderate
11.40
7
10.30
5=
10.30
9
ANZ Default Balanced
11.10
8
 
 
11.30
2=
Aon Nikko AM Balanced
10.80
9
10.30
5=
9.60
12
AMP Fisher Balanced
10.60
10
9.90
8
10.60
6
Mercer Super Trust Moderate
10.00
11
10.20
7
9.40
13
Fisher Funds Two Balanced
9.90
12
9.50
9
9.70
11
AMP Moderate Balanced
9.30
13
8.60
10
8.50
15
Grosvenor Balanced
7.80
14
7.70
11
9.00
14
ASB Moderate
7.00
15
 
 
7.10
16
BNZ Balanced
 
 
 
 
10.50
7=

 

Moderate
3 year
Rank
2 year
Rank
1 year
Rank
Aon Russell LifePoints 2015
10.10
1
8.60
1
9.80
5=
ANZ OneAnswer Conservative Balanced
9.80
2=
 
 
10.10
2
ANZ Conservative Balanced
9.80
2=
 
 
10.00
3=
Aon Russell LifePoints Conservative
9.40
4
7.80
2
9.80
5=
ANZ Default Conservative Balanced
9.10
5
 
 
10.20
1
AMP Moderate
8.00
6
7.50
4
8.00
12
SmartKiwi Conservative
7.70
7
7.70
3
7.90
13
Fisher Funds Two Conservative
7.40
8
6.90
7
8.90
8
ANZ Conservative
7.30
9
 
 
8.80
9=
ANZ OneAnswer Conservative
7.30
9
 
 
8.80
9=
KiwiWealth Conservative
7.20
11
7.10
6
7.60
14
Mercer Super Trust Conservative
7.10
12
7.20
5
7.40
16
Westpac Conservative
7.00
13
6.40
8=
8.10
11
Fisher Funds Conservative
6.90
14
6.40
8=
6.10
19
AMP Conservative
6.50
15
6.10
10
7.30
17
Craigs Conservative
5.50
16
 
 
6.30
18
Grosvenor Conservative
5.30
17
4.70
11
7.60
14
BNZ Moderate
 
 
 
 
9.70
7
Generate Conservative Fund * new fund no data yet         10.00 3
Westpac Moderate * new fund no data yet            

 

Conservative
3 year
Rank
2 year
Rank
1 year
Rank
Westpac Capital Protection Plan No. 1
15.90
1=
16.90
1=
14.20
2=
Westpac Capital Protection Plan No. 3
15.90
1=
16.90
1=
14.20
2=
Westpac Capital Protection Plan No. 4
15.90
1=
16.90
1=
14.20
2=
Westpac Capital Protection Plan No. 2
15.80
4
16.90
1=
14.20
2=
Lifestages Capital Stable
5.30
5
5.10
6
4.60
8
Fisher Funds Two Preservation
3.70
6
4.00
7
5.00
7
Grosvenor Enhanced Income
2.90
7
2.80
8
3.10
9
Milford Conservative
 
 
14.20
5
16.00
1
Grosvenor Asset Class Conservative * new fund no data yet            
Grosvenor Capital Guaranteed Fund * 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
AMP Cash 3.00 1 3.10 3 3.20 5=
Staples Rodway Conservative 2.90 2 3.00 4 3.40 3
Mercer Cash 2.80 3= 2.90 5 3.10 8
Mercer Super Trust Cash 2.80 3= 2.80 6= 3.00 9=
Aon Nikko AM NZ Cash 2.80 3= 2.60 8 2.80 12
ANZ Cash 2.80 3=     3.30 4
ANZ Default Cash 2.80 3=     3.20 5=
Westpac Cash 2.70 8= 2.80 6= 3.00 9=
ANZ OneAnswer Cash 2.70 8=     3.20 5=
Aon ANZ Default Cash 2.10 10 2.10 9 2.40 13
ASB NZ Cash 1.80 11     2.20 14
KiwiWealth Cash     3.60 1= 3.70 2
KiwiWealth Cash Plus     3.60 1= 4.50 1
BNZ Cash          3.00 9=

 

Bonds
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Int'l Fixed Interest
5.30
1
 
 
9.90
1
Mercer Super Trust Fixed Interest
5.20
2
4.60
1
7.50
2
Craigs Fixed Interest
3.90
3
 
 
5.90
4
ANZ OneAnswer NZ Fixed Interest
3.40
4
 
 
7.40
3

 

NZ Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs NZ Equity
16.10
1
 
 
14.70
1

 

Australian Equity
3 year
Rank
2 year
Rank
1 year
Rank
Craigs Australian Equity
7.70
1
 
 
9.60
1

 

Australasian Equity
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Australasian Share 20.8 1     21.10 1
Mercer Super Trust TransTasman 20.6 2 19.4 1 17.00 2
SmartKiwi Growth 11.7 3 11.00 2 16.40 3
Grosvenor Trans-Tasman Small Coy's 4.20 4 -2.40 3 1.00 4

 

International Equity
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Shares 17.80 1 18.60 1 13.20 1
ANZ OneAnswer International Share 16.70 2     9.50 4
Mercer Super Trust Global Shares 16.30 3 18.00 2 11.30 2
Grosvenor International Share 13.60 4 16.80 3 9.20 5
Fisher Funds Two Equity 12.70 5 13.40 4 10.60 3
Craigs Equity 10.40 6     8.20 6

 

Socially Responsible
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Sustainable Growth 12.1 1     8.2 3
Grosvenor Socially Responsible 10.2 2 7.2 1 9.0 1=
Craig's IP Balanced SRI 9.3 3     9.0 1=
Grosvenor Socially Resp.Balanced* new fund no data yet            
Amanah KiwiSaver Plan* new fund no data yet            

 

Property
3 year
Rank
2 year
Rank
1 year
Rank
ANZ OneAnswer Australasian Property
19.10
1
 
 
23.20
2
ANZ OneAnswer International Property
18.50
2
 
 
28.10
1

 

Misc
3 year
Rank
2 year
Rank
1 year
Rank
Mercer Super Trust Real Assets
11.60
1
12.90
1
12.20
1
Grosvenor Options* new fund no data yet