The latest Morningstar’s 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.
Conservative
- 1 year: Fisher Funds 7.7%
- 3 year: Pathfinder 2.9%
- 10 year: Milford 5.5%
Balanced
- 1 year: Pie Funds 13.1%
- 3 year: QuayStreet 6.6%
- 10 year: Milford 8.7%
Growth
- 1 year: Generate 17.6%
- 3 year: FANZ 5.8%
- 10 year: Booster, Generate 10.2%
Aggressive
1 year: Generate 23.8%
3 year Generate 7.6%
10 year Booster 10.4%
Quay Street continues to perform well across many time periods in the conservative and balanced categories. Milford has consistently high performance within the moderate, balanced and growth categories over the long term. Generate is putting up strong numbers across many time periods. As we summarised after the last report, quality non-bank providers continue to outperform all bank KiwiSaver providers.
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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.
