KiwiSaver Survey | June Quarter 2013
Large fixed-interest exposures felt the impact of the sharp increase in bond yields, while the NZ dollar's fall enhanced the return of global equities.
Published 30 July 2013
Morningstar has released its quarterly KiwiSaver Performance Survey, designed to help New Zealand investors assess the performance of their KiwiSaver superannuation options. The accompanying tables show KiwiSaver fund returns for the one, three, and five years to 30 June 2013.
This quarter we introduced a new data point: ‘New Zealand Domiciled Assets’. We thought our readers may find it interesting to see which KiwiSaver providers have the most domestic exposure. You can see quite a divergence in just the six Default options, with a range of 39.1%–80.0% New Zealand domiciled exposure.
