Our Fund Performance


Comparative KiwiSaver Conservative and
Default Fund Returns by Fund Type to
31 March 2012

 
  

Comparative KiwiSaver Growth and
Aggressive Fund Returns to
31 March 2012

 
* Based on data reported by Morningstar
** Past performance is not necessarily indicative of future
performance. Returns can be positive or negative, and returns over different periods may vary
*** Returns are per annum and before tax and after fees
**** The Fisher Funds KiwiSaver Scheme Conservative Fund was only launched in June 2009, hence no 3 and 4 year returns are available.
 
  
* Based on data reported by Morningstar
** Past performance is not necessarily indicative of future
performance. Returns can be positive or negative, and returns over different periods may vary
*** Returns are per annum and before tax and after fees
 

How do we compare? In short, very well

KiwiSaver is a long term savings plan. Our investment approach is focused on generating meaningful investment returns over the long term.
 
When comparing returns it is important that you compare “apples with apples” i.e. schemes with similar investment strategies.
 
Morningstar has just released its quarterly KiwiSaver Performance Survey to 31/03/12. Our KiwiSaver Growth Fund is the best performing growth or aggressive fund over three and four years to 31/03/12.
 
Read the Morningstar KiwiSaver Performance Survey
 

Morningstar’s comments below are quite relevant ...

"Looking out over one, three and four years is is of course a better indicator of a fund manager's performance record. As the poor performance of from the global financial crisis drops off, we are starting to see some divergence in these numbers. For the first time, it's the growth and aggressive funds which are the best performers over a three-year period. Here, Fisher Funds KiwiSaver Growth Fund was the best-performing multi-sector fund".
 
Source: Morningstar Performance Survey to 31/03/12 dated 26/04/2012
 
To keep track of comparative performance on a more regular basis the Sunday Star Times now has a weekly KiwiSaver facts and performance update in the Business section. Information is supplied by Morningstar.