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.
*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
Investing with a provider based on past returns is not the best approach, as past returns do not guarantee future performance.
We’re here to help you find the best KiwiSaver fund for you. National Capital specialises in KiwiSaver & Investment research in order to provide free and independent KiwiSaver advice to empower Kiwis towards financial security.
Complete our KiwiSaver HealthCheck and become a client of National Capital if you want personalised advice that is reviewed regularly to ensure your investment strategy remain aligned to your goals and circumstances on an ongoing basis.
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.
