WebNov 16, 2024 · KiwiSaver funds generally reflected the challenging underlying market conditions experienced over the September quarter. The average multisector category … WebAug 12, 2024 · 12 August 2024. Morningstar’s quarterly KiwiSaver Survey is designed to help New Zealand investors assess the past performance and other key characteristics of their KiwiSaver superannuation options. The accompanying tables show KiwiSaver fund returns for the three months, one, three, five and ten years to 30 June 2024. Reads the full report ...
Month in a Minute: March 2024 - Milford
WebAug 2, 2024 · Fisher Funds no longer charges a yearly account fee of $18 (as of 31 March 2024) for KiwiSaver accounts. Performance-based fees. Fisher Funds charges a fee of 0% to 2% per annum depending on the annual performance of the fund above the hurdle rate of return (usually about 6%). WebDec 31, 2024 · For the quarter ended 31 December 2024 Aurora Kiwisaver Scheme Aurora Future Focused Fund This fund update was first made publicly available on: 10 February 2024 ... This risk indicator is not a guarantee of a fund’sfuture performance. The risk indicator is based on the returns data for 5 years to 31 December 2024. While risk … genealogy katherine hastings devers
Month in a Minute: March 2024 - Milford
WebBest Performing KiwiSaver Funds FUND TYPE FUND NAME 5YR AVERAGE Conservative Milford Conservative 2.3% Moderate Generate Moderate 3.1% Balanced Milford Balanced 5.8% Growth Milford Active Growth 7.4% High Growth Booster SRI High Growth 6.1% *Past performance is not necessarily indicative of future performance. WebDec 31, 2024 · The line is labelled 'Balanced Growth Fund'. The line starts at a value of $1,000 for September 2007. The trend is downwards until a low of approximately $750 between September 2008 and September 2009. The trend is then upwards, other than small dips between September 2024 and September 2024, and between September 2024 and … WebKiwiSaver assets on the Morningstar database increased during the December quarter to be NZD 86.5 billion. ANZ leads the market share with more than NZD 17.7 billion. ASB is in … deadlift coffee mugs