KiwiSaver Fund Performance Details

Performance and Fees comparison for all KiwiSaver funds

National Capital is specialised in KiwiSaver and Investment research. We have listed all the KiwiSaver funds on this page. There are different considerations when choosing a KiwiSaver fund for someone planning to use their KiwiSaver savings for retirement as compared to someone who is looking to use them for a First Home purchase. If you are planning to use KiwiSaver for retirement, you need to take into consideration your retirement income goals, the lump sum you need at retirement and your current balance and rate of savings in KiwiSaver. You will also need to take into consideration your capacity and tolerance for volatility.

We have tried to answer the question of “How does this KiwiSaver fund compare to others?”. Click on the name of your current KiwiSaver fund below to see how it compares against other funds in the market and get an indication if it is the appropriate fund for you.

Which is the right KiwiSaver fund for me?

However, please note that the information on the pages linked from here is not personalised financial advice. If you want advice based on your own circumstances and goals, please start by submitting the KiwiSaver HealthCheck on our website. National Capital was founded in 2018 and now advises Kiwis on over $40 million of their KiwiSaver savings. We are based in Auckland, but serve clients all over New Zealand. We provide free KiwiSaver advice, with the goal of empowering one million kiwis to become financially secure.

Best Performing KiwiSaver Funds

FUND TYPE

FUND NAME

5YR AVERAGE

Conservative

Milford
Conservative

4.5%

Moderate

Aon Russell Lifepoints

6.0%

Balanced

Milford Balanced

9.0%

Growth

Milford ActiveGrowth

11.4%

High Growth

Fisher TWO Equity

13.7%

*Past performance is not necessarily indicative of future performance.

*All returns are after fees and tax, as of 30th Sep 2021.

*Source: National Capital Research Nov 2021

Is your KiwiSaver fund missing from the list?

We’re here to help find the best KiwiSaver fund for you. Let’s start by providing you with a comparison report of your existing fund.

It's important to check the health of your KiwiSaver fund and understand its position within the market. Submit the form below to view a simple graphic report of your fund.

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Who is your KiwiSaver Provider?

Which Fund Type are you in?

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AMA

Amanah KiwiSaver Plan

Amanah Ethical is a boutique fund management group based in Auckland, New Zealand. They specialise in providing ethical investment solutions to New Zealand and international investors.

AMP

AMP KiwiSaver Scheme Details

AMP Capital and AMP Wealth Management are part of the AMP Group. They share a heritage that spans almost 170 years. They started back in 1849 as the investment management arm of AMP Group.

ANZ

ANZ KiwiSaver Scheme

ANZ is one of the world's largest banks and their businesses serve more than 5 million customers. ANZ manages six funds under its OneAnswer KiwiSaver scheme and has total Assets Under Management (AUM) of more than $NZD 10 billion and 592,230 members.

AON

Aon KiwiSaver Scheme

Aon is a specialist superannuation division of Aon New Zealand, an insurance broker with over 30 years of industry experience. They currently administer a large portion of corporate superannuation and KiwiSaver schemes in New Zealand.

ASB

ASB KiwiSaver Scheme

The ASB Kiwisaver scheme has a total Assets Under Management (AUM) of over $10.5 billion and a total number of over 530,000 KiwiSaver members.

BNZ

BNZ KiwiSaver Scheme

The BNZ KiwiSaver Scheme manages six funds. They have total KiwiSaver Assets Under Management (AUM) of over $NZ 2.7 billion and 178,146 KiwiSaver clients.

BOO

Booster KiwiSaver Scheme

Booster Investment Management Limited currently manages 16 KiwiSaver funds. They have total Assets Under Management (AUM) in their KiwiSaver scheme of over $1.85 Billion and 154,417 KiwiSaver members.

PAT

Pathfinder KiwiSaver Scheme

Pathfinder manages seven funds under their KiwiSaver scheme, varying in levels of risk from the Cash Fund to the Shares Fund. As of March 2020, the total Assets Under Management (AUM) for Pathfinder is over $77 million.

CHR

Christian KiwiSaver Scheme

The Christian KiwiSaver Scheme has total KiwiSaver Assets Under Management (AUM) of over $NZ 54 million and 1,941 KiwiSaver clients.

CRA

Craigs KiwiSaver Scheme

Craigs Investment Partners KiwiSaver has Assets Under Management (AUM) of over $NZ 290 million and 5,777 members.

Fisher Funds KiwiSaver Scheme

Fisher Funds provides a number of services, including KiwiSaver, managed funds, premium services tailored to wealthy individuals, workplace LifeSaver plans geared towards retirement, and financial advice and they manages seven funds under the KiwiSaver scheme and has an AUM of over NZ $2.7 Billion and 140,667 members.

FFTWO

Fisher Funds Two KiwiSaver Scheme

Fisher Funds Two manages eleven funds under the KiwiSaver scheme and has an AUM of over NZ $2.28 Billion and 103,255 members.

GEN

Generate KiwiSaver Scheme

Generate is a New Zealand owned and operated KiwiSaver specialist. The Generate KiwiSaver Scheme manages seven funds and has Total Assets Under Management (AUM) of over $1.7 billion and 83, 213 members, as per the annual fund report of March 2020.

JNO

Juno KiwiSaver Scheme

JUNO KiwiSaver Scheme was launched by Pie Funds Management in 2018. Pie Funds is a boutique investment manager who has generated wealth for clients since 2007.

Kiwi Wealth KiwiSaver Scheme

The Kiwi Wealth KiwiSaver Scheme manages six funds and has total KiwiSaver Assets Under Management (AUM) of over $NZ 4.4 billion and 216,616 KiwiSaver clients.

Kōura

Kōura Wealth KiwiSaver Scheme

The Manager of the Scheme is Kōura Wealth Limited, a company incorporated in New Zealand under the Companies Act 1993 on 20 February 2019. Kōura manages the investments of, and administers, the Scheme. Kōura is 100% New Zealand owned, we are very proud of our Kiwi heritage.

Lifestages KiwiSaver Scheme

The Lifestages KiwiSaver Scheme manages eight funds and has total KiwiSaver Assets Under Management (AUM) of over $366 million and 19,152 KiwiSaver clients.

MAS

Medical Assurance Society(MAS) KiwiSaver Scheme

The Medical Assurance Society KiwiSaver Scheme has a total KiwiSaver Assets Under Management (AUM) of over $NZ 769 million and 15,117 KiwiSaver clients.

MER

Mercer KiwiSaver Scheme

The fund management division of Mercer is ranked 82nd in the world for the total assets under management, with Assets Under Management (AUM) totaling $199.7 billion as of 2019. Mercer manages seven funds under their KiwiSaver scheme, varying in levels of risk from the Cash fund to the Shares fund. As of June 2019, the total AUM for Mercer KiwiSaver was over $2 Billion.

MIL

Milford KiwiSaver Plan

The Milford KiwiSaver Plan manages six funds with over 45,000 members and has total Assets Under Management (AUM) of over $2,632 million NZD (as of 30th Sep 2020).

NIK

Nikko KiwiSaver Scheme

The Nikko AM KiwiSaver Scheme manages six funds and has a total KiwiSaver Assets Under Management (AUM) of over $NZ 7.3 million and 77 KiwiSaver clients.

OAK

OneAnswer KiwiSaver Scheme

The OneAnswer KiwiSaver Scheme is run by the ANZ bank. Most of its funds are very similar to those in the ANZ KiwiSaver Scheme.

Quaystreet KiwiSaver Scheme

The QuayStreet KiwiSaver Scheme manages ten funds and has total KiwiSaver Assets Under Management (AUM) of over $NZ 187 million and 2,611 KiwiSaver clients.

SIM

Simplicity KiwiSaver Scheme

The Simplicity KiwiSaver scheme has total Assets Under Management (AUM) of over $980 million and 34,062 KiwiSaver members.

SUM

Summer KiwiSaver Scheme

The Summer KiwiSaver Scheme manages nine funds and has total KiwiSaver Assets Under Management (AUM) of over $NZ 166 million and 4,356 KiwiSaver clients.

SUP

Superlife KiwiSaver Scheme

The SuperLife KiwiSaver scheme has a total Assets Under Management (AUM) of over $890 million and 4,685 KiwiSaver members (As of August 2019).

WES

Westpac KiwiSaver Scheme

The Westpac KiwiSaver scheme has six investment options, a cash option, and five diversified options. It has a total Assets Under Management (AUM) of over $6.8 Billion.