KiwiSaver Survey | December Quarter 2012
2012 was a banner year for growth assets, and KiwiSaver schemes with strong tilts to shares and listed property did particularly well.
Published 22 Jan 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 31 December 2012.
There were two additions this quarter: Brook KiwiSaver Conservative, and Milford KiwiSaver Conservative.
Expect to see more developments from Morningstar in 2013. We will continue to grow our KiwiSaver database, and with the proposed introduction of KiwiSaver disclosure regulations from 30 June 2013 plan to add the large KiwiSaver schemes not already on our database. We also intend releasing an update to our After-Tax Performance Survey in the second half of the year.
