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Morningstar Kiwisaver Survey

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.

Morningstar Kiwisaver Survey

Morningstar's quarterly KiwiSaver Survey offers New Zealand investors a comprehensive overview of the performance and key attributes of their KiwiSaver options. The report includes detailed tables that showcase the returns of KiwiSaver funds over various timeframes, including the past three months, as well as one, three, five, and 10-year periods. This valuable resource helps investors make informed decisions about their KiwiSaver investments by providing clear insights into how different funds have performed historically.

 

June 2024

March 2024

Dec 2023

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  • Cave Financial have given us excellent advice on both our KiwiSaver and Investment Property Portfolio. I highly recommend Michael and Team. They're helpful, friendly, explain things making it easy to understand and walk you through every step of the process. Highly recommended!

    Matt

  • Cave Financial and team have been the absolute back bone of not only my business but my family’s future. I have so much respect and trust for your team, Michael. I’m so grateful to have your full support and feel secure with your values and guidance. I would highly recommend Cave Financial to anybody wanting peace of mind. 10/5 service!

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  • I cannot recommend Michael and the team at Cave Financial highly enough. They steered me through a complicated set of mortgage applications with professionalism, good cheer, and were incredibly prompt with every query I made. On top of that they negotiated a better rate! I would not have been able to get through this arduous process without their skill and care.

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