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Asset allocation

The KiwiSaver results are in for the December 2018 quarter and we review how high market volatility affected our retirement savings accounts, with a detailed look at Default funds
2nd Feb 19, 10:02am
16
The KiwiSaver results are in for the December 2018 quarter and we review how high market volatility affected our retirement savings accounts, with a detailed look at Default funds
We review the performance of KiwiSaver growth funds and find our previous expectation they might struggle quite wrong. Results are on an upswing again
27th Oct 18, 10:02am
27
We review the performance of KiwiSaver growth funds and find our previous expectation they might struggle quite wrong. Results are on an upswing again
Our comprehensive review of moderate KiwiSaver fund regular savings returns as at September 30, identifying who has the best long-term returns
25th Oct 18, 7:58am
12
Our comprehensive review of moderate KiwiSaver fund regular savings returns as at September 30, identifying who has the best long-term returns
Despite recent market volatility most KiwiSavers should be happy with their investment. Now is not the time to be cutting and running or you will miss the benefits of long term investing. Even default funds are doing better
14th Oct 18, 5:02am
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Despite recent market volatility most KiwiSavers should be happy with their investment. Now is not the time to be cutting and running or you will miss the benefits of long term investing. Even default funds are doing better
Just as KiwiSaver fund balances start to rise to substantial levels, investors may need to focus on the changing economic landscape, possibly adjusting their portfolio allocations
29th Jul 18, 7:02am
8
Just as KiwiSaver fund balances start to rise to substantial levels, investors may need to focus on the changing economic landscape, possibly adjusting their portfolio allocations
The aggressive KiwiSaver category grew 30% in a year as members chase upsized returns to build their retirement funds over the long run
27th Jul 18, 12:03pm
15
The aggressive KiwiSaver category grew 30% in a year as members chase upsized returns to build their retirement funds over the long run
The small Conservative KiwiSaver category is growing fast and David Chaston can't work out why investors have directed $2.7 bln that way
24th Jul 18, 12:04pm
85
The small Conservative KiwiSaver category is growing fast and David Chaston can't work out why investors have directed $2.7 bln that way
Should you invest in an asset class at a bad time in the market cycle just to achieve diversification? Jenée Tibshraeny asks Martin Hawes
21st Jul 18, 10:16am
23
Should you invest in an asset class at a bad time in the market cycle just to achieve diversification? Jenée Tibshraeny asks Martin Hawes
David Chaston joins the call for KiwiSavers to move investments in default funds elsewhere, unless they're nearing retirement
20th Jul 18, 9:43am
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David Chaston joins the call for KiwiSavers to move investments in default funds elsewhere, unless they're nearing retirement
Conservative or cash KiwiSaver returns beg the question: Why are you in KiwiSaver in the first place? We review the long-term returns and find them hard to justify
1st May 18, 9:30am
14
Conservative or cash KiwiSaver returns beg the question: Why are you in KiwiSaver in the first place? We review the long-term returns and find them hard to justify
Nothing goes up forever, including financial markets or economic growth. Corrections happen. Now is a good time to think how your KiwiSaver will fare in a downturn
21st Apr 18, 10:22am
11
Nothing goes up forever, including financial markets or economic growth. Corrections happen. Now is a good time to think how your KiwiSaver will fare in a downturn
We review the performance of KiwiSaver Growth funds. This sector is settling back from outsized returns but some are still delivering well. A decade of track records back up our analysis
20th Apr 18, 7:30am
10
We review the performance of KiwiSaver Growth funds. This sector is settling back from outsized returns but some are still delivering well. A decade of track records back up our analysis
The tide is going out for investors in KiwiSaver Default funds as the heavy allocation in fixed-income securities risks valuation readjustment down, cancelling any gains in yields
17th Apr 18, 5:00am
7
The tide is going out for investors in KiwiSaver Default funds as the heavy allocation in fixed-income securities risks valuation readjustment down, cancelling any gains in yields
We review the overall performance of the KiwiSaver funds industry, one that will reach $50 bln invested in 2018. Results have been good overall but there is a wide divergence between managers
5th Feb 18, 9:43am
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We review the overall performance of the KiwiSaver funds industry, one that will reach $50 bln invested in 2018. Results have been good overall but there is a wide divergence between managers
2017 was great for KiwiSaver members who chose balanced-growth funds, but only if your fund was managed well. Nine of 14 funds shone, for others the results were dim
2nd Feb 18, 5:02am
2017 was great for KiwiSaver members who chose balanced-growth funds, but only if your fund was managed well. Nine of 14 funds shone, for others the results were dim
Our comprehensive review of Aggressive KiwiSaver fund returns to December 31, 2017, identifies who has the best long-term results. But it shows managers for a quarter of these funds aren't up to scratch
29th Jan 18, 2:49pm
12
Our comprehensive review of Aggressive KiwiSaver fund returns to December 31, 2017, identifies who has the best long-term results. But it shows managers for a quarter of these funds aren't up to scratch
On the back of buoyant and positive markets, our comprehensive review of default KiwiSaver fund performance to December 2017 identifies who is doing best
26th Jan 18, 9:01am
On the back of buoyant and positive markets, our comprehensive review of default KiwiSaver fund performance to December 2017 identifies who is doing best
As the current business cycle nears its peak, KiwiSaver fund performance is getting tested and track records go under the spotlight. Fund manager strategies extend the difference between 'best' and also-ran
28th Oct 17, 9:28am
As the current business cycle nears its peak, KiwiSaver fund performance is getting tested and track records go under the spotlight. Fund manager strategies extend the difference between 'best' and also-ran
Our comprehensive review of KiwiSaver growth funds to September 2017, identifying who has the best long-term returns
21st Oct 17, 7:54am
8
Our comprehensive review of KiwiSaver growth funds to September 2017, identifying who has the best long-term returns
Our comprehensive review of moderate KiwiSaver fund regular savings returns as at September 30, 2017, identifying who has the best long-term returns
18th Oct 17, 10:00am
1
Our comprehensive review of moderate KiwiSaver fund regular savings returns as at September 30, 2017, identifying who has the best long-term returns
Our comprehensive review of default KiwiSaver fund performance to September 2017, identifying who has the best long-term returns
17th Oct 17, 7:41am
5
Our comprehensive review of default KiwiSaver fund performance to September 2017, identifying who has the best long-term returns
JBWere's Bernard Doyle on NZ's productivity recession, population growth driving economic growth & advice for NZ sharemarket investors to reduce their holdings
10th Aug 17, 4:38pm
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JBWere's Bernard Doyle on NZ's productivity recession, population growth driving economic growth & advice for NZ sharemarket investors to reduce their holdings
Choosing the right aggressive fund has resulted in turbo-charged results. But others have performed poorly. We review these funds' track records over the past nine years
7th Aug 17, 12:36pm
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Choosing the right aggressive fund has resulted in turbo-charged results. But others have performed poorly. We review these funds' track records over the past nine years
Iain Fulton sees the ageing world presenting significant savings and productivity challenges to this and subsequent generations of investors and workers
5th Aug 17, 5:13pm
by Guest
1
Iain Fulton sees the ageing world presenting significant savings and productivity challenges to this and subsequent generations of investors and workers
Our comprehensive review of Balanced KiwiSaver fund returns to June 30, 2017, identifying who has the best long-term returns
1st Aug 17, 5:02am
Our comprehensive review of Balanced KiwiSaver fund returns to June 30, 2017, identifying who has the best long-term returns