KiwiSaver Survey | December Quarter 2014
Investors across all KiwiSaver categories were rewarded in 2014, as both income and growth assets performed positively. However, the recent market strength is unlikely to be sustained in the future.
Published 22 January 2015
Morningstar’s quarterly KiwiSaver Survey is designed to help New Zealand investors assess the performance and other key characteristics of their KiwiSaver superannuation options. The accompanying tables show KiwiSaver fund returns for the one, three and five years to 31 December 2014.
During the quarter there were no new funds added to the database, however the Fidelity KiwiSaver funds were merged into the Grosvenor KiwiSaver scheme. Fidelity Life sold its KiwiSaver scheme to Grosvenor Financial Services in July 2013.
We hope you find this KiwiSaver survey helpful and, as always, welcome any feedback.
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