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Morningstar

Morningstar says KiwiSaver funds under management rose to $104 billion in the December quarter, with all but two KiwiSaver funds making ‘positive returns’
14th Feb 24, 1:01pm
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Morningstar says KiwiSaver funds under management rose to $104 billion in the December quarter, with all but two KiwiSaver funds making ‘positive returns’
KiwiSaver funds reflect 'challenging underlying market conditions' and led down by real estate investment funds, says Morningstar
12th Nov 22, 8:52am
KiwiSaver funds reflect 'challenging underlying market conditions' and led down by real estate investment funds, says Morningstar
New Zealand's rating drops in Morningstar analysis on fees and expenses for managed funds, with a risk of 'falling behind global peers'
31st Mar 22, 5:36pm
by Toby Allen
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New Zealand's rating drops in Morningstar analysis on fees and expenses for managed funds, with a risk of 'falling behind global peers'
Buoyed by international shares, the December quarter rounded out a strong 2021 for KiwiSaver with total funds under management up 15% year-on-year
10th Feb 22, 1:07pm
by Toby Allen
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Buoyed by international shares, the December quarter rounded out a strong 2021 for KiwiSaver with total funds under management up 15% year-on-year
Morningstar says by focusing heavily on fees, the Government's review of KiwiSaver default fund providers didn't try to attract the funds performing best over the long-term
15th Dec 21, 11:22am
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Morningstar says by focusing heavily on fees, the Government's review of KiwiSaver default fund providers didn't try to attract the funds performing best over the long-term
Morningstar Equity Research says shareholders in the big four Australasian banks set for mammoth paydays as the banks unwind 'excess' capital holdings
29th Jun 21, 9:34am
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Morningstar Equity Research says shareholders in the big four Australasian banks set for mammoth paydays as the banks unwind 'excess' capital holdings
Morningstar analyst Nathan Zaia argues Latitude Financial Group is highly leveraged, exposed to lower credit quality and exposed to the competitive threat of rival buy now, pay later service providers
10th Oct 19, 10:15am
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Morningstar analyst Nathan Zaia argues Latitude Financial Group is highly leveraged, exposed to lower credit quality and exposed to the competitive threat of rival buy now, pay later service providers
Fund returns remain strong; investors in Default funds getting better returns than other riskier funds; wide dispersion of long-run returns
26th Oct 16, 11:38am
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Fund returns remain strong; investors in Default funds getting better returns than other riskier funds; wide dispersion of long-run returns
Our comprehensive review of KiwiSaver Growth funds to June 30, 2016 identifies the top performers
30th Jul 16, 8:49am
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Our comprehensive review of KiwiSaver Growth funds to June 30, 2016 identifies the top performers
Our comprehensive review of Balanced KiwiSaver fund returns to June 30, 2016, identifying who has the best long-term returns
29th Jul 16, 6:17am
Our comprehensive review of Balanced KiwiSaver fund returns to June 30, 2016, identifying who has the best long-term returns
Our comprehensive review of moderate fund regular savings returns as at June 30, 2016, identifying who has the best long-term returns
26th Jul 16, 4:25pm
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Our comprehensive review of moderate fund regular savings returns as at June 30, 2016, identifying who has the best long-term returns
Some KiwiSaver investors have now doubled their money after tax and fees; lack of NZ shares and alternative investments are hurting some funds
28th Apr 16, 4:55pm
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Some KiwiSaver investors have now doubled their money after tax and fees; lack of NZ shares and alternative investments are hurting some funds
Our comprehensive review of regular savings returns to March 31, 2016 for Aggressive KiwiSaver funds, identifying who has the best long-term returns
25th Apr 16, 9:03am
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Our comprehensive review of regular savings returns to March 31, 2016 for Aggressive KiwiSaver funds, identifying who has the best long-term returns
Our comprehensive review of KiwiSaver Growth funds to March 31, 2016 identifies the top performers
22nd Apr 16, 2:17pm
Our comprehensive review of KiwiSaver Growth funds to March 31, 2016 identifies the top performers
Our comprehensive review of Balanced KiwiSaver fund returns to March 31, 2016, identifying who has the best long-term returns
21st Apr 16, 11:11am
Our comprehensive review of Balanced KiwiSaver fund returns to March 31, 2016, identifying who has the best long-term returns
Our comprehensive review of Moderate fund regular savings returns as at March 31, 2016, identifying who has the best long-term returns
20th Apr 16, 11:04am
Our comprehensive review of Moderate fund regular savings returns as at March 31, 2016, identifying who has the best long-term returns
Are fund managers who are heavily weighted to local markets exposing investors to greater levels of risk?
13th Feb 16, 9:25am
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Are fund managers who are heavily weighted to local markets exposing investors to greater levels of risk?
Our comprehensive review of regular savings returns to December 31, 2015 for Aggressive KiwiSaver funds, identifying who has the best long-term returns
6th Feb 16, 10:20am
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Our comprehensive review of regular savings returns to December 31, 2015 for Aggressive KiwiSaver funds, identifying who has the best long-term returns
Our comprehensive review of KiwiSaver Growth funds to December 31, 2015 identifies the top performers in a world of contracting returns
3rd Feb 16, 7:55pm
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Our comprehensive review of KiwiSaver Growth funds to December 31, 2015 identifies the top performers in a world of contracting returns
Our comprehensive review of Balanced KiwiSaver fund returns to December 31, 2015, identifying who has the best long-term returns
2nd Feb 16, 7:45pm
Our comprehensive review of Balanced KiwiSaver fund returns to December 31, 2015, identifying who has the best long-term returns
Our comprehensive review of Moderate fund regular savings returns as at December 31, 2015, identifying who has the best long-term returns
27th Jan 16, 4:53pm
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Our comprehensive review of Moderate fund regular savings returns as at December 31, 2015, identifying who has the best long-term returns
Home bias risk pays off for KiwiSaver managers; market volatility continues but long term returns remain positive; no 'best in class' award for Aggressive fund category
31st Oct 15, 5:02am
Home bias risk pays off for KiwiSaver managers; market volatility continues but long term returns remain positive; no 'best in class' award for Aggressive fund category
KiwiSaver providers owned or dominated by banks grew quarterly assets under management by 4.5% versus industry growth of 4%
22nd Oct 15, 4:02pm
KiwiSaver providers owned or dominated by banks grew quarterly assets under management by 4.5% versus industry growth of 4%
Our comprehensive review of regular savings returns to September 30, 2015 for Aggressive KiwiSaver funds, identifying who has the best long-term returns
20th Oct 15, 8:02am
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Our comprehensive review of regular savings returns to September 30, 2015 for Aggressive KiwiSaver funds, identifying who has the best long-term returns
Our comprehensive review of KiwiSaver Growth funds to September 30, 2015 identifies the top performers in a world of contracting returns
19th Oct 15, 8:31am
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Our comprehensive review of KiwiSaver Growth funds to September 30, 2015 identifies the top performers in a world of contracting returns