Compare our Performance


Comparative KiwiSaver Conservative and
Default Fund Returns by Fund Type to
31 March 2014

Comparative KiwiSaver Conservative and Default Fund Returns by Fund Type
 
 

Comparative KiwiSaver Growth and
Aggressive Fund Returns to
31 March 2014

Comparative KiwiSaver Growth and Aggressive Fund Returns
 
* 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 five 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 31/03/14. Our KiwiSaver Growth Fund is the best performing growth or aggressive fund over five years to 31/03/14 and our KiwiSaver Conservative Fund is ranked in the top quartile of Conservative sector funds over one and three years to 31/03/14.
 
Read the Morningstar KiwiSaver Performance Survey
 

Morningstar's comments below are quite relevant ...

It's more appropriate to evaluate the performance of a KiwiSaver scheme by observing long term returns...Fisher Funds Growth Fund has been the top performer in the Aggressive category over five years.
 
…asset class returns don’t move in harmony and will ebb and flow in reaction to short-term factors. But over the long-term, there are similar return expectations. So having a range of drivers in your KiwiSaver portfolio can help you achieve strong performance but with lower volatility.
 
Source: Morningstar Performance Survey to 31/03/14 dated 30/04/14.
 
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.