Analysiskiwisaverfund performanceequities
KiwiSaver Funds Deliver Solid Quarterly Returns
5.2
Actuarial firm MJW released its December-quarter investment survey showing the median KiwiSaver balanced fund returned 1.7% for the quarter and 9.8% for 2025. The report attributes gains to developed-market equities, notable strength in Japan (up 12%) and a 30% return for MSCI Emerging Markets, and highlights Simplicity, Westpac, AMP, ASB and Milford leading across categories. The results cap a strong three-year performance trend.
Key Points
- 1Median KiwiSaver balanced funds return 1.7% quarterly and 9.8% for 2025
- 2Developed-market equities and weaker NZD boosted returns; MSCI World rose 3.4% this quarter
- 3Investors should favor diversified global allocations; Simplicity, Westpac and ASB led category returns
Scoring Rationale
Strong official survey data and clear fund rankings, offset by limited novelty and low relevance to core AI/ML topics.
Sources
Public references used for this report.
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