sign up log in
Want to go ad-free? Find out how, here.

March 2011 KiwiSaver Ranking

Adjusted Per Annum Percentage Performance to 31 March 2011

Aggressive
 
  
 
  
 
  
 
1 year
 Rank
2 year
 Rank
3 year
 Rank
AMP Aggressive
6.1
 24
12.5
 32
-1.1
 26
ANZ Growth
7.8
 12
17.6
 17
3.0
 8
Aon Milford
4.9
 32
13.1
 31
10.8
 4
Aon Russell LifePoints® 2045
8.3
 6
21.5
 5
0.5
 21
ASB Growth
7.8
 11
18.1
 14
2.3
 12
AXA Growth
7.1
 19
19.7
 11
2.5
 10
Brook Professional Growth
0.9
 37
10.3
 34
4.4
 6
Craigs Equity
7.4
 16
6.7
 35
 
 n/a
Credit Union Growth
6.1
 25
 
 n/a
0.7
 20
Fidelity Aggressive
5.8
 26
18.4
 12
5.8
 5
Fidelity Options
9.4
 3
20.3
 8
12.4
 1
FirstChoice Active Growth
5.0
 31
15.4
 23
2.3
 13
FirstChoice Active High Growth
4.4
 33
16.5
 20
 
 n/a
FirstChoice Global Sustainability
5.3
 28
17.1
 19
 
 n/a
FirstChoice Tracker Growth
7.6
 13
18.0
 15
2.0
 16
Fisher Funds Growth
10.2
 2
28.1
 3
11.2
 2
Forsyth Barr Australian Equities
1.3
 35
13.7
 29
 
 n/a
Forsyth Barr Global Equities
-4.9
 38
2.4
 37
 
 n/a
Forsyth Barr Listed Property
9.0
 4
14.1
 28
 
 n/a
Forsyth Barr New Zealand Equities
1.1
 36
14.3
 26
 
 n/a
Forsyth Barr SRI
-5.9
 39
5.1
 36
 
 n/a
Law Retirement Dynamic
7.0
 20
 
 n/a
 
 n/a
Mercer High Growth
7.5
 14
20.4
 7
1.1
 18
Mercer Super Trust Global Shares
8.9
 5
22.1
 4
-1.6
 27
Mercer Super Trust High Growth
7.1
 18
19.9
 10
0.9
 19
Mercer Super Trust Real Assets
5.0
 30
31.1
 2
-2.9
 28
Mercer Super Trust Shares
8.2
 8
20.2
 9
-0.1
 24
Mercer Super Trust TransTasman Shares
6.2
 23
14.8
 25
2.4
 11
Milford Aggressive
5.3
 29
13.6
 30
11.2
 3
National Bank Growth
7.9
 10
17.6
 18
2.9
 9
OnePath Growth
7.4
 15
15.3
 24
2.1
 15
OnePath SIL Australasian Property
8.3
 7
14.2
 27
-0.8
 25
OnePath SIL Australasian Share
6.8
 21
15.7
 21
2.0
 17
OnePath SIL Growth
8.2
 9
18.1
 13
3.5
 7
OnePath SIL International Property
20.2
 1
47.4
 1
-3.2
 29
OnePath SIL International Share
6.2
 22
15.5
 22
2.3
 14
OnePath SIL Sustainable Growth
5.5
 27
12.1
 33
 
 n/a
Smartshares Growth
4.1
 34
17.7
 16
0.1
 22
Tower Equity
7.1
 17
20.5
 6
0.1
 23
 
 
  
 
  
 
  
Growth
 
  
 
  
 
  
 
1 year
 Rank
2 year
 Rank
3 year
 Rank
AMP Balanced
5.3
 25
9.2
 29
2.3
 22
AMP Growth
5.8
 21
11.1
 25
0.0
 31
AMP OnePath Balanced
7.1
 13
13.8
 18
3.9
 7
ANZ Balanced Growth
7.4
 9
15.2
 12
3.6
 12
Aon OnePath Balanced
7.5
 8
16.6
 7
6.5
 1
Aon Russell LifePoints® 2035
8.1
 4
19.6
 2
2.1
 25
Aon Russell LifePoints® Balanced
8.1
 5
18.8
 3
3.3
 15
Aon Russell LifePoints® Growth
8.2
 3
20.1
 1
1.8
 27
ASB Balanced
7.3
 11
15.2
 13
3.4
 14
AXA Balanced
6.7
 17
16.2
 9
3.9
 8
Brook Professional Balanced
1.3
 34
6.7
 32
3.7
 9
Craigs Balanced
6.8
 15
10.1
 28
4.9
 2
Craigs Balanced SRI
5.0
 28
7.6
 30
3.6
 13
Craigs Growth
6.8
 16
11.1
 26
4.8
 3
Credit Union Balanced
5.2
 26
 
 n/a
0.9
 30
Fidelity Ethical
4.6
 31
10.8
 27
 
 32
Fidelity Growth
4.7
 30
13.7
 19
3.7
 10
FirstChoice Active Balanced
5.1
 27
13.5
 20
3.2
 17
FirstChoice Tracker Balanced
7.2
 12
15.1
 15
3.3
 16
Forsyth Barr Growth
-0.4
 35
7.5
 31
 
 33
Grosvenor Geared Growth
3.4
 32
 
 n/a
 
 n/a
Grosvenor High Growth
3.2
 33
15.4
 11
1.8
 28
Law Retirement Balanced
6.1
 18
 
 n/a
 
 n/a
Mercer Balanced
5.9
 20
16.8
 6
3.1
 18
Mercer Super Trust Active Balanced
5.6
 23
16.4
 8
2.9
 20
Mercer Super Trust Growth
6.0
 19
17.2
 5
2.0
 26
National Bank Balanced Growth
7.4
 10
15.2
 14
3.7
 11
OnePath Balanced Growth
7.1
 14
13.5
 21
3.0
 19
OnePath SIL Balanced Growth
7.6
 7
15.7
 10
4.1
 5
Smartshares Balanced
5.0
 29
12.4
 24
2.2
 24
Staples Rodway Balanced
8.5
 1
14.9
 16
2.3
 23
Staples Rodway Growth
5.8
 22
12.8
 23
2.7
 21
Tower Growth
5.4
 24
17.3
 4
1.6
 29
Westpac Balanced
8.0
 6
12.9
 22
4.8
 4
Westpac Growth
8.3
 2
14.4
 17
4.0
 6
 
 
  
 
  
 
  
Balanced
 
  
 
  
 
  
 
1 year
 Rank
2 year
 Rank
3 year
 Rank
AMP Moderate Balanced
4.9
 13
6.8
 16
3.5
 13
AMP Tower Balanced
5.2
 12
10.8
 15
2.9
 15
AMP Tyndall Balanced
5.7
 10
12.0
 9
2.4
 16
ANZ Balanced
6.7
 4
12.6
 7
4.1
 8
Aon Russell LifePoints® 2025
7.9
 1
17.8
 1
3.6
 11
Aon Russell LifePoints® Moderate
7.8
 2
16.2
 2
5.0
 2
Aon Tyndall Balanced
6.2
 9
12.4
 8
3.6
 12
ASB Moderate
6.6
 7
11.8
 10
4.4
 6
Fidelity Balanced
4.7
 15
11.2
 14
5.4
 1
FirstChoice Tracker Moderate
6.4
 8
11.7
 11
4.1
 9
Forsyth Barr Balanced
0.4
 18
6.3
 17
 
 n/a
Grosvenor Balanced
4.4
 17
11.3
 13
4.7
 4
Mercer Super Trust Moderate
4.5
 16
13.9
 3
4.8
 3
Milford Balanced
4.9
 14
 
 n/a
 
 n/a
National Bank Balanced
6.7
 5
12.7
 6
4.2
 7
OnePath Balanced
6.7
 6
11.6
 12
3.8
 10
OnePath SIL Balanced
7.0
 3
13.1
 5
4.6
 5
Tower Balanced
5.6
 11
13.4
 4
3.5
 14
 
 
  
 
  
 
  
Moderate
 
  
 
  
 
  
 
1 year
 Rank
2 year
 Rank
3 year
 Rank
AMP Conservative
4.6
 22
5.5
 25
5.2
 8
AMP Default
4.0
 27
5.2
 26
3.7
 24
AMP Moderate
5.2
 12
8.3
 15
2.5
 27
ANZ Conservative
5.2
 13
7.4
 20
4.9
 13
ANZ Conservative Balanced
6.0
 6
10.2
 9
4.6
 18
Aon Russell LifePoints® 2015
7.7
 1
15.5
 1
5.4
 3
Aon Russell LifePoints® Conservative
7.5
 2
13.5
 2
6.3
 1
ASB Conservative
5.0
 19
7.2
 21
5.1
 9
AXA Conservative
5.9
 7
10.3
 7
 
 n/a
AXA Income Plus
5.4
 11
9.5
 12
5.3
 6
Craigs Conservative
5.2
 14
5.6
 24
4.8
 17
Credit Union Conservative
4.3
 24
 
 n/a
3.2
 26
Fidelity Conservative
5.1
 17
9.0
 13
5.4
 4
FirstChoice Active Conservative
4.5
 23
9.7
 10
4.9
 14
FirstChoice Tracker Conservative
4.8
 21
7.0
 22
5.0
 11
Fisher Funds Conservative
5.0
 20
 
 n/a
 
 n/a
Grosvenor Conservative
5.1
 18
8.6
 14
5.4
 5
Mercer Conservative
4.0
 28
10.4
 5
5.5
 2
Mercer Super Trust Conservative
4.3
 25
11.5
 3
4.3
 22
National Bank Conservative
5.2
 15
7.6
 18
4.9
 15
National Bank Conservative Balanced
6.1
 5
10.3
 8
4.6
 19
OnePath Conservative
5.7
 9
7.6
 19
5.1
 10
OnePath Conservative Balanced
6.3
 4
9.6
 11
4.5
 20
OnePath SIL Conservative
5.5
 10
7.9
 17
5.3
 7
OnePath SIL Conservative Balanced
6.4
 3
10.7
 4
5.0
 12
Smartshares Conservative
3.7
 29
5.2
 27
3.4
 25
Tower Cash Enhanced
4.2
 26
7.0
 23
4.3
 23
Tower Conservative
5.2
 16
10.4
 6
4.5
 21
Westpac Conservative
5.9
 8
8.1
 16
4.9
 16
 
 
  
 
  
 
  
Conservative
 
  
 
  
 
  
 
1 year
 Rank
2 year
 Rank
3 year
 Rank
AMP Cash
2.6
 15
2.5
 17
3.8
 11
ANZ Cash
2.3
 18
1.9
 24
 
 n/a
Aon OnePath Cash
2.3
 19
2.4
 18
4.2
 7
Aon Tyndall NZ Cash
3.0
 11
2.6
 16
4.1
 8
ASB NZ Bank Deposit
2.3
 20
2.2
 20
3.7
 13
AXA Cash
2.5
 17
3.0
 12
3.8
 12
Craigs Fixed Interest
1.7
 25
5.5
 5
 
 n/a
Fidelity Capital Guaranteed
4.0
 9
5.0
 6
 
 n/a
FirstChoice NZ Cash
2.1
 23
2
 21
3.6
 15
Forsyth Barr NZ Fixed Interest
6.2
 4
4.8
 7
 
 n/a
Forsyth Barr Premium Yield
6.2
 5
6.1
 4
 
 n/a
Grosvenor Enhanced Income
2.9
 12
3.6
 10
4.6
 6
Mercer Cash
4.5
 6
3.8
 9
5.0
 4
Mercer Super Trust Cash
4.2
 7
3.6
 11
4.8
 5
Mercer Super Trust Fixed Interest
2.0
 24
10.7
 2
6.9
 1
National Bank Cash
2.3
 21
2.0
 22
 
 n/a
OnePath Cash
2.6
 16
2.4
 19
3.9
 10
OnePath SIL Cash
2.3
 22
2.0
 23
3.4
 17
OnePath SIL International Fixed Interest
4.1
 8
4.0
 8
6.2
 2
OnePath SIL New Zealand Fixed Interest
7.5
 3
7.6
 3
6.0
 3
Staples Rodway Conservative
3.2
 10
2.7
 15
3.6
 16
Tower Preservation
2.8
 13
2.8
 13
4.1
 9
Westpac Capital Protection Plan No. 1
7.8
 1
17.2
 1
 
 n/a
Westpac Capital Protection Plan No. 2
7.8
 2
 
 n/a
 
 n/a
Westpac Cash
2.7
 14
2.8
 14
3.7
 14