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.
Most Multi-Sector KiwiSaver funds produced positive returns over the June quarter. Generate, Quay Street, and Milford have produced some strong performances across many risk profiles for the quarter. Long-term risk continues to be rewarded.
As we have previously seen, non-bank providers consistently outperform the bank funds.
Conservative
- 1 year: Milford 8.9%
- 3 year: Milford 7.2%
- 10 year: Milford 5.1%
Balanced
- 1 year: QuayStreet 13.8%
- 3 year: QuayStreet 12.8%
- 10 year: Milford 8.2%
Growth
- 1 year: Milford 12.8%
- 3 year: QuayStreet 13.6%
- 10 year: Milford 10.4%
Aggressive
- 1 year: QuayStreet 14%
- 3 year: Milford 11.2%
- 10 year: Fisher Funds 9.8%
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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.
