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.
Quay Street continues to perform well across many time periods in the conservative and balanced categories. Over the long term, Milford has consistently high performance within the moderate, balanced, and growth categories.
As noted in the first half of 2024, quality non-bank providers continue to outperform all bank KiwiSaver providers.
Conservative
- 1 year: Simplicity 13%
- 3 year: QuayStreet 4%
- 10 year: Milford 5.5%
Balanced
- 1 year: Pie Funds 21.1%
- 3 year: QuayStreet 7.2%
- 10 year: Milford 8.5%
Growth
- 1 year: Pie Funds 24.2%
- 3 year: QuayStreet 8.5%
- 10 year: 10.5%
Aggressive
- 1 year: Kernel Wealth 24.8%
- 3 year SBS 7%
- 10 year Fisher Funds 10.3%
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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.
