KiwiSaver Survey | September Quarter 2016
In general, it was a solid quarter for KiwiSaver funds, with all options producing positive results.
Published 24 October 2016
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 30 September 2016.
It was a relatively active quarter in terms of additions. AMP KiwiSaver incorporated 16 investment options into the database including 10 pre-mixed options as well as six single-sector options. Performance returns for the new options are yet to reach the one-year mark.
Funds Administration New Zealand Limited (FANZ) included Lifestages KiwiSaver High Growth and Lifestages KiwiSaver Income on the database. Balances of the former Staples Rodway KiwiSaver Scheme have been transferred over to the Lifestages KiwiSaver Scheme.
Grosvenor KiwiSaver Scheme has had a name change and is now Booster KiwiSaver.
We hope you find this KiwiSaver survey helpful and welcome any feedback.
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