A year of exceptional returns
Another very strong year for global sharemarkets is reflected in the returns for the year to 31 December 2017, especially Growth and Balanced, which recorded the highest returns since investment choice was introduced in 2004. You can read about the main influences on market performance during the year and the outlook for 2018 here.
Remember, past performance is not indicative of future performance, and returns are not guaranteed.
Returns stack up well against KiwiSaver
UniSaver returns continue to track well against comparable KiwiSaver investment returns. These graphs compare returns over one and three years against funds with a similar mix of assets in various KiwiSaver schemes. These returns are after tax and expenses.
UniSaver fees well below KiwiSaver average
Fees impact on the growth of your savings, which is why UniSaver’s relatively low fees are a distinct advantage for members. This graph shows the total fees for $100,000 invested in UniSaver’s three main funds against the average for KiwiSaver schemes with a similar mix of assets in the latest survey by Morningstar – an independent company that monitors fund performance, including fees.
This section of the website brings together a range of material relating to the performance of UniSaver for the year ended 31 December 2017. The annual report and fund updates follow the format prescribed by regulations associated with the Financial Markets Conduct Act 2013. We’ve created these documents as web pages to make them easier to read online. They are also available as pdfs at companiesoffice.govt.nz/disclose. We have also published the full financial statements.