Comparing performance against KiwiSaver peers

There are several ways to measure UniSaver performance against its KiwiSaver peers. One is to track where UniSaver funds sit against KiwiSaver funds ranked from lowest to highest. Over the long term, we expect to place consistently in the second quartile (top 25-50%) of KiwiSaver funds with a similar mix of assets. The graphic below shows how we are tracking against this measure. Targeting the second quartile is expected to provide more consistent returns over the long term with the intention of avoiding large periods of underperformance. While we don’t look to take on as much risk as some of our peers, our substantially lower management fees help make our returns competitive. 

UniSaver investment performance vs KiwiSaver 

Comparative data derived from Morningstar database.