The latest Morningstar KiwiSaver Survey has been released, offering more captivating insights into the KiwiSaver landscape. Below are the top-performing funds in the Conservative, Balanced, Growth, and Aggressive categories over 1, 3, and 10-year periods.
QuayStreet stood out again this quarter, topping multiple categories – as did Kernel Wealth – while Milford’s strong decade-long track record keeps it among the country’s most consistent performers.
As seen in all previous quarters, non-bank providers lead the charge with consistently high performance.
Conservative
- 1 year: ASB 7.6%
- 3 year: QuayStreet 8.1%
- 10 year: Milford 5.1%
Balanced
- 1 year: Kernel Wealth 11%
- 3 year: QuayStreet 15%
- 10 year: Milford 8.2%
Growth
- 1 year: Westpac 12.8%
- 3 year: QuayStreet 16.4%
- 10 year: Milford 10.2%
Aggressive
- 1 year: Kernel Wealth 15.2%
- 3 year: Kernel Wealth 19.2%
- 10 year: Booster 10.5%
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This article is for informational purposes only and should not be considered financial advice. It is always recommended to consult with a qualified financial professional before making any financial decisions based on your individual circumstances. As with any investment, past performance is no guarantee of future results.
