June 2011 KiwiSaver Ranking

Adjusted Per Annum Percentage Performance to 30 June 2011

Aggressive funds
1 year
Rank
2 year
Rank
3 year
Rank
AMP Aggressive
10.2
36
8.3
36
-2.8
32
ANZ Growth
15.2
14
13.5
12
3.8
11
Aon Milford
9.1
41
9.9
30
 
 
Aon Russell LifePoints 2045
12.7
25
14.7
9
0
26
ASB Growth
14.2
17
12.1
19
2.2
16
AXA Growth
11.7
29
10.5
28
0.8
24
Craigs Equity
10.5
34
 
 
 
 
Fidelity Aggressive
12.5
26
11
25
4.5
7
Fidelity Options
20.3
5
19.3
4
11.5
1
FirstChoice Active Growth
10.9
32
9.7
31
1.9
17
FirstChoice Active High Growth
11.5
30
8.9
34
-4.2
35
FirstChoice Global Sustainability
9.2
40
9.7
32
4.4
8
FirstChoice Tracker Growth
13.9
20
11.9
22
1.8
18
Fisher Funds Growth
13.2
22
14.9
8
8.2
4
Forsyth Barr Australian Equities
11.2
31
6.3
38
 
 
Forsyth Barr Global Equities
-3.3
49
-0.6
42
 
 
Forsyth Barr Listed Property
17
9
12.6
17
 
 
Forsyth Barr New Zealand Equities
10.6
33
9
33
 
 
Forsyth Barr SRI
-0.1
48
-1.9
43
 
 
Grosvenor Geared Growth
6.2
45
 
 
 
 
Grosvenor International Share
6.4
44
 
 
 
 
Grosvenor Socially Responsible
9.7
37
 
 
 
 
Grosvenor Trans-Tasman Small Companies
13.4
21
 
 
 
 
Law Retirement Dynamic
2.9
47
 
 
 
 
Mercer High Growth
13
23
12.9
15
1.3
20
Mercer Super Trust Global Shares
16.5
11
11.9
21
-2.9
33
Mercer Super Trust High Growth
12.7
24
12.4
18
1
22
Mercer Super Trust Real Assets
11.9
28
20.7
3
-0.4
27
Mercer Super Trust Shares
15.9
12
12
20
-0.4
28
Mercer Super Trust TransTasman Shares
14
19
11.8
23
4.1
10
Milford Aggressive
9.5
39
10.4
29
10
2
National Bank Growth
15.2
15
13.5
13
3.8
12
OnePath Growth
14.4
16
10.9
26
2.5
14
OnePath SIL Australasian Property
21.9
4
16.5
7
2.2
15
OnePath SIL Australasian Share
17.1
8
12.7
16
4.7
6
OnePath SIL Growth
15.6
13
14
10
4.4
9
OnePath SIL International Property
32.7
1
34.8
1
1.2
21
OnePath SIL International Share
10.4
35
8.9
35
0.8
25
OnePath SIL Sustainable Growth
6.1
46
5.6
39
 
 
Smartshares Growth
19.4
6
13.3
14
0.8
23
SuperLife AIM 80
16.6
10
13.8
11
3.2
13
SuperLife Australian Share
14.2
18
10.8
27
-0.8
30
SuperLife Ethica
6.9
42
7.8
37
5.3
5
SuperLife Gemino
9.6
38
1.2
41
-13.3
36
SuperLife NZ Shares
24.1
3
18.5
5
9.2
3
SuperLife Overseas Shares Hedged
32.6
2
23.4
2
1.7
19
SuperLife Overseas Shares Unhedged
6.6
43
5.3
40
-3.3
34
SuperLife Property
18
7
17.7
6
-0.9
31
Tower Equity
12.3
27
11.6
24
-0.6
29
 
 
 
 
 
 
 
Growth funds
1 year
Rank
2 year
Rank
3 year
Rank
AMP Balanced
8.4
30
7.2
26
1.2
33
AMP Growth
9.4
22
7.9
24
-1.5
35
AMP OnePath Balanced
10.7
19
11.4
11
3.5
12
ANZ Balanced Growth
13.1
8
12.1
7
4.4
7
Aon OnePath Balanced
11.5
15
13.2
4
6.2
1
Aon Russell LifePoints 2035
11.4
16
13.9
2
1.8
31
Aon Russell LifePoints Balanced
10.9
18
13.7
3
3.1
18
Aon Russell LifePoints Growth
11.8
13
14.1
1
1.4
32
ASB Balanced
11.9
12
11
15
3.6
11
AXA Balanced
9.3
24
9.4
21
2.6
23
Brook Professional Balanced
5.1
38
4.3
33
2.1
29
Brook Professional Growth
7.1
33
6.2
31
2.3
26
Craigs Balanced
7.9
31
7.1
28
4.2
9
Craigs Balanced SRI
5.4
35
4.6
32
2.8
21
Craigs Growth
8.5
29
7.2
27
4
10
Fidelity Ethical
7.9
32
7.1
29
2.3
25
Fidelity Growth
9.1
28
7.5
25
2.8
20
FirstChoice Active Balanced
9.3
25
9.1
23
2.9
19
FirstChoice Tracker Balanced
11.6
14
10.7
17
3.3
14
Forsyth Barr Growth
5.6
35
4.3
34
-2.1
36
Grosvenor Balanced Growth
7.1
34
 
 
 
 
Grosvenor High Growth
6.4
35
7.1
30
0.2
34
Law Retirement Balanced
2.3
39
 
 
 
 
Mercer AMP Capital Balanced
11.4
17
 
 
2.6
22
Mercer AMP R I L Balanced
12
11
 
 
 
 
Mercer Balanced
9.4
23
11.3
12
3.3
15
Mercer OnePath SIL Balanced
13.1
9
 
 
4.4
8
Mercer Super Trust Active Balanced
9.2
26
11
16
3.2
16
Mercer Super Trust Growth
10.6
20
11.3
13
2.1
28
National Bank Balanced Growth
13.2
6
12.1
8
4.4
6
OnePath Balanced Growth
12.5
10
10.1
19
3.4
13
OnePath SIL Balanced Growth
13.5
4
12.5
5
4.9
3
Smartshares Balanced
13.4
5
9.9
20
2.4
24
Staples Rodway Balanced
14.5
2
12.2
6
3.1
17
Staples Rodway Growth
9.2
27
9.4
22
1.9
30
SuperLife AIM 60
13.6
3
12.1
9
4.6
4
Tower Growth
10.5
21
11.5
10
2.2
27
Westpac Balanced
13.2
7
10.4
18
5.1
2
Westpac Growth
14.9
1
11.3
14
4.5
5
 
 
 
 
 
 
 
Balanced funds
1 year
Rank
2 year
Rank
3 year
Rank
AMP Moderate Balanced
6.9
15
6.2
16
2.8
13
AMP Tower Balanced
5.8
17
8.6
13
2.1
14
AMP Tyndall Balanced
7.4
14
9.1
12
1.7
16
ANZ Balanced
11
3
10.5
5
4.80
5
Aon Russell LifePoints 2025
10.1
5
13.1
1
3.5
11
Aon Russell LifePoints Moderate
9.1
7
12.4
2
5
2
Aon Tyndall Balanced
7.8
12
9.4
7
1.9
15
ASB Moderate
9.3
6
9.3
8
4.80
6
Fidelity Balanced
7.8
13
7.3
14
4.7
7
FirstChoice Tracker Moderate
9
8
9.1
10
4.4
8
Forsyth Barr Balanced
4.6
18
4.4
17
0.1
17
Grosvenor Balanced
6.1
16
7.3
15
3.9
10
Mercer Super Trust Moderate
8.2
10
9.9
6
4.90
3
Milford Balanced
8.7
9
 
 
 
 
National Bank Balanced
11.1
2
10.5
4
4.80
4
OnePath Balanced
10.7
4
9.2
9
4.2
9
OnePath SIL Balanced
11.4
1
10.9
3
5.3
1
Tower Balanced
8
11
9.1
11
3.3
12
 
 
 
 
 
 
 
Moderate funds
1 year
Rank
2 year
Rank
3 year
Rank
AMP Conservative
6.2
21
5.7
27
4.7
21
AMP Default
5
30
4.5
30
3.1
29
AMP Moderate
7.8
9
6.8
22
1.5
30
ANZ Conservative
6.6
14
7.1
19
5.3
10
ANZ Conservative Balanced
9
4
8.9
7
5.1
14
Aon Russell LifePoints 2015
8.5
7
12.1
1
5.5
7
Aon Russell LifePoints Conservative
7.4
10
11
2
6.6
3
ASB Conservative
6.3
19
6.4
24
5.2
12
AXA Conservative
6.1
22
7.1
20
4.4
26
AXA Income Plus
5.7
27
6.9
21
4.7
23
Craigs Conservative
5.9
25
5.3
28
4.5
24
Fidelity Conservative
7.3
11
7.4
14
5
16
FirstChoice Active Conservative
6.6
15
7.3
16
4.8
20
FirstChoice Tracker Conservative
6
23
6.1
25
5
17
Fisher Funds Conservative
6.3
20
3.1
31
 
 
Grosvenor Conservative
5.8
26
6.8
23
5.2
13
Mercer Conservative
4.8
31
8.3
11
5.6
6
Mercer Super Trust Conservative
5.5
28
8.5
8
4.5
25
National Bank Conservative
6.6
16
7.2
18
5.3
11
National Bank Conservative Balanced
9
5
9
6
5.1
15
OnePath Conservative
6.9
13
7.2
17
5.5
8
OnePath Conservative Balanced
8.9
6
8.3
9
4.9
19
OnePath SIL Conservative
7
12
7.5
13
5.7
4
OnePath SIL Conservative Balanced
9.4
3
9.4
5
5.6
5
Smartshares Conservative
6.6
17
5.1
29
3.8
28
SuperLife AIM 30
10
2
9.9
4
6.8
2
SuperLife AIM First Home
6.4
18
7.3
15
7.3
1
SuperLife Trustee 60
11.8
1
10.9
3
4.9
18
Tower Cash Enhanced
5.5
29
6
26
4.3
27
Tower Conservative
6
24
8.3
10
4.7
22
Westpac Conservative
8.4
8
7.7
12
5.3
9
 
 
 
 
 
 
 
Conservative funds
1 year
Rank
2 year
Rank
3 year
Rank
AMP Cash
2.5
24
2.4
22
3.3
18
ANZ Cash
2.6
21
2
26
 
 
Aon OnePath Cash
2.3
26
2.4
23
3.5
15
Aon Tyndall NZ Cash
2.8
18
2.7
18
3.7
13
ASB NZ Bank Deposit
2.5
25
2.3
24
3.3
19
AXA Cash
1.8
29
2
29
2.5
23
Craigs Fixed Interest
3.2
14
5.3
10
 
 
Fidelity Capital Guaranteed
4.7
10
4.6
12
4.1
10
FirstChoice NZ Cash
2.2
27
2
28
3
22
Forsyth Barr NZ Fixed Interest
5.7
8
5.8
9
 
 
Forsyth Barr Premium Yield
5.8
7
6.2
8
 
 
Grosvenor Enhanced Income
3.4
13
3.4
16
4.1
11
Mercer Cash
3.9
11
3.8
14
4.6
8
Mercer Super Trust Cash
3.5
12
3.7
15
4.4
9
Mercer Super Trust Fixed Interest
1.4
30
9
4
7.7
1
National Bank Cash
2.6
22
2
27
 
 
OnePath Cash
2.9
17
2.5
21
3.4
16
OnePath SIL Cash
2.6
23
2.1
25
3
21
OnePath SIL International Fixed Interest
3.1
15
5.2
11
7.1
3
OnePath SIL New Zealand Fixed Interest
7
5
8.3
5
6.1
5
Staples Rodway Conservative
3.1
16
2.9
17
3.3
17
SuperLife Cash
11
3
3.8
13
4
12
SuperLife NZ Bonds
2
28
9.2
3
7.6
2
SuperLife Overseas Government Bonds
6
6
6.9
7
4.9
7
SuperLife Overseas Non-government Bonds
5
9
7.2
6
5.6
6
SuperLife The D Fund
9.2
4
9.5
2
7
4
Tower Preservation
2.8
19
2.7
19
3.7
14
Westpac Capital Protection Plan No. 1
16.1
1
11.6
1
 
 
Westpac Capital Protection Plan No. 2
16.1
2
 
 
 
 
Westpac Cash
2.7
20
2.6
20
3.2
20