KiwiSaver returns and fees

Compare KiwiSaver fees plus 5-year and 12-month returns across a range of fund types.

18jun kiwisaver returns and fees hero1 default

Compare KiwiSaver fees plus 5-year and 12-month returns across a range of fund types.

Fund types

For more on KiwiSaver and an explanation of the different fund types, see our KiwiSaver guide.

GUIDE TO THE TABLES Satisfaction ratings are from our 2018 KiwiSaver satisfaction survey. Fees show the fees charged for the year ended 31 March 2018, as a percentage of the average KiwiSaver balance on 30 September 2018. 5-yr returns are after tax (28%) and fees, and for the period 1 April 2013 to 30 September 2018. Returns for the last 12 months are for the year to 30 September 2018, and sourced from FMA consolidated data files. Fees and 5-yr returns data are sourced from the Commission for Financial Capability’s website fundfinder.sorted.org.nz. NR = Not recorded.

Aggressive

Average figures

Fees: 1.25%
5-yr return: 11.26%
Last 12 months: 13.51%

Download this table in PDF format here. (15.8 KB)


Growth

Average figures

Fees: 1.46%
5-yr return: 10.14%
Last 12 months: 10.27%

Download this table in PDF format here. (14.5 KB)


Balanced

Average figures

Fees: 1.26%
5-yr return: 7.55%
Last 12 months: 6.64%

Download this table in PDF format here. (14.6 KB)

Conservative

Average figures

Fees: 1.04%
5-yr return: 4.96%
Last 12 months: 4.02%

Download this table in PDF format here. (13.5 KB)

Defensive

Average figures

Fees: 0.85%
5-yr return: 2.06%
Last 12 months: 1.50%

Download this table in PDF format here. (13.2 KB)

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