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.
The report shows mixed results for the September quarter, with higher-risk funds seeing the biggest swings. Despite the short-term volatility, the long-term picture remains clear – risk continues to be rewarded.
QuayStreet stood out this quarter, topping multiple categories, 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 8%
- 3 year: QuayStreet 8.2%
- 10 year: Milford 5.2%
Balanced
- 1 year: QuayStreet 16.8%
- 3 year: QuayStreet 14.8%
- 10 year: Milford 8.6%
Growth
- 1 year: QuayStreet 17.2%
- 3 year: Simplicity 15.5%
- 10 year: Milford 10.8%
Aggressive
- 1 year: QuayStreet 22.7%
- 3 year: Kernel Wealth 18%
- 10 year: Booster 10.7%
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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.
