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 Dec quarter. 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, albeit struggling a little recently. Generate is putting up strong numbers across many time periods.
As noted in the first three quarters of 2024, 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.
