KiwiSaver Survey | September Quarter 2022
Funds
KiwiSaver Survey | September Quarter 2022
KiwiSaver assets increased, ending the quarter on NZ$83.5 billion. Average multisector category returns ranged from -1.3% for the Conservative...
KiwiSaver Survey | June Quarter 2022
Funds
KiwiSaver Survey | June Quarter 2022
Challenging market conditions over the first quarter push returns for Multisector KiwiSaver funds down. KiwiSaver assets fall, ending the quarter on...
KiwiSaver Survey | March Quarter 2022
Funds
KiwiSaver Survey | March Quarter 2022
Challenging market conditions over the first quarter push returns for Multisector KiwiSaver funds down. KiwiSaver assets fall, ending the quarter on...
KiwiSaver Survey | December Quarter 2021
Funds
KiwiSaver Survey | December Quarter 2021
Positive final quarter returns for Multisector KiwiSaver funds following subdued September results, KiwiSaver assets continue to grow, closing in on...
KiwiSaver Survey | September Quarter 2021
Funds
KiwiSaver Survey | September Quarter 2021
Subdued returns for Multisector KiwiSaver funds following strong June results, KiwiSaver assets continue to grow and climb over NZ$87 billion.
ESG investments improve performance; or do they?
Funds
ESG investments improve performance; or do they?
The rapid growth of ESG investment options in recent years has increased the burden for fund selectors and investors who want to build ESG portfolios.
KiwiSaver Survey | June Quarter 2021
Funds
KiwiSaver Survey | June Quarter 2021
All multisector KiwiSaver funds make positive returns over the June quarter as assets continue to grow and edge towards NZ$83 billion.
KiwiSaver Survey | March Quarter 2021
Funds
KiwiSaver Survey | March Quarter 2021
KiwiSaver returns pulled back in March following a strong December quarter. KiwiSaver assets continue to grow and edge towards NZ$79 billion.
Adviser Research Centre Webinar: Morningstar Fund & ETF Model Portfolios
Video
Adviser Research Centre Webinar: Morningstar Fund & ETF Model Portfolios
Morningstar's director of manager research Asia Pacific explains our approach to constructing the Fund and ETF model portfolios.
KiwiSaver Survey | December Quarter 2020
Funds
KiwiSaver Survey | December Quarter 2020
Strong returns across the board as KiwiSaver industry surpasses NZ$76 billion.
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