KiwiSaver Value for Money Report

Quarterly Report as of the quarter ended June 2024 (Published 30th Aug 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.

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%
FUND TYPE
FUND NAME
5YR AVERAGE
Conservative
Pathfinder Conservative
4.37%
Moderate
Generate Moderate
4.51%
Balanced
Pathfinder Balanced
7.79%
Growth
Pathfinder Growth
10.11%
High Growth
Milford Aggressive
11.29%
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.
*All returns are per annum after fees and tax (28% PIR) as of the quarter ended 30th September 2024.
*Source: National Capital Research

What is the best KiwiSaver option for you?

We’re here to help find the best KiwiSaver fund for you. Our team are financial advisers specialising in KiwiSaver & Investment research. We provide free KiwiSaver advice, with the goal of empowering one million Kiwis to become financially secure.

By taking a few minutes of your time to complete our KiwiSaver HealthCheck questionnaire, you will receive an instant recommendation tailored specifically to your goals and beliefs. 

Our system combines the latest figues and technology to provide the most suited recommendations. Nonetheless, whether you take us up on the advice, is completely up to you. 

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.