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GET KIWISAVER RECOMMENDATIONS

KiwiSaver Value for Money Report

Quarterly Report as of the quarter ended December 2023 (Published 6th March 2024)

There is an overwhelming number of KiwiSaver providers and funds to choose from. Furthermore, we know reading about all the different KiwiSaver funds and how they differ is one of those chores you’re inclined to put off as it’s not the most exciting weekend task.

We noticed that no one was holding the individual providers to account. We’ve appointed ourselves as an industry watchdog. We want to provide transparency (one of our core values) to New Zealanders planning for their futures. Therefore, the following (quarterly) KiwiSaver Value for Money Report aims to contribute towards that transparency you are after.


Click here to download the KiwiSaver Value for Money report>>

Best Performing KiwiSaver Funds

FUND TYPE
FUND NAME
5YR AVERAGE
Conservative
Milford
Conservative
3.07%
Moderate
Generate
Moderate
4.22%
Balanced
Kiwi Wealth Balanced
6.32%
Growth
Milford Active Growth
9.76%
High Growth
Booster SRI High Growth
10.31%

*Past performance is not necessarily indicative of future performance.

*List is of the highest 5-year returns A-rated funds as per our Investment Selection Process. 

*All returns are after fees and tax (28% PIR) as of the quarter ended 31st December 2023.

*Source: National Capital Research February 2024

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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Go to Performance Report

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You've had a read through the KiwiSaver Value for Money Report. Now what? The right fund will make a big difference to your KiwiSaver payout.

Spending 10 minutes to complete our HealthCheck form may be the most important thing you can do for your account right now.

FREE KIWISAVER RECOMMENDATIONS

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© Copyright 2024. National Capital Limited.
A copy of our advisers' disclosure statement is available on request and free of charge. The views and opinions expressed in this newsletter are not intended to be a personalised service for an individual retail client. The views and opinions are general in nature and may not be relevant to an individual's circumstances. Before making any investment, insurance or other financial decisions, you should consult a professional financial adviser.