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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: Pie Funds 14.9%
- 3 year: QuayStreet 8.3%
- 10 year: Milford 10.5%
Aggressive
- 1 year: Generate 17.6%
- 3 year: FANZ 5.8%
- 10 year: Booster, Generate 10.2%
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.
Maximise your KiwiSaver with personalised advice. We'll help you find the right provider and fund, show you what your retirement could look like, and give you the info you need to invest with confidence. All recommendations are fee and obligation-free.
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This article is for informational purposes only and should not be considered as financial advice. It is always recommended to consult with a qualified financial professional before making any financial decisions based on your individual circumstances and as with any investment, past performance is no guarantee of future results.
