Retire - KiwiSaver - Comparison

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KiwiSaver Scheme Comparisons

There are two areas in which comparisons can be made: fees and performance. Fee structure can have an impact on overall performance, particularly if performance returns are low.

KiwiSaver Schemes Annual Fee Structures as at 2007 (Some fee structures have since changed).

Default Provider	Manager	Trustee	Admin	Brokerage	Other	Sub Total	Notes
AMP	0.5%	0.05%	$36	No	Yes	0.55%
ASB	0.25%	0.025%	$36/$30	Yes	Yes	0.275%
ING	0.4%	0.05%	$33	No	0.02%	0.47%
Mercer	0.5%	0.03%	$34.20	No	Yes	0.53%
AXA	0.504%	0.03%	$36.72	Yes	No	0.534%
Tower	0.48%	0.03%	$33/$27	No	No	0.51%

Other Providers
Fidelity	0.50%	0.065%	$36	Yes	Yes	0.565%

For an up to date personalised KiwiSaver Fee Calculator for all schemes and funds click here.

It is early to project and compare performance. KiwiSaver is a long term investment. Based on experience we expect the Fidelity KiwiSaver scheme to match, if not better most other Providers.

See this spreadsheet of all KiwiSaver schemes fund performance over the last one and three years.

This Presentation provides an up to date report on the FidelityLife KiwiSaver scheme funds and their performance compared with others.

The Consumer provides a good comparison calculator for estimated projected returns of providers. To view - click here.

To switch to or join the Fidelity KiwiSaver scheme click here.

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