Morningstar's quarterly KiwiSaver Survey is designed to help New Zealand investors assess the past performance and other key characteristics of their KiwiSaver superannuation options. The accompanying tables show KiwiSaver fund returns for the three months and one, three, five, and 10 years to June 30, 2024.

Key Takeaways

  • KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year;
  • Average multisector category returns for the June quarter ranged between 0.3–0.8% indicating incremental gains for most funds.

Read the June Quarter 2024 report (PDF)