Blog
Morningstar KiwiSaver Schemes' Survey - June Quarter 2013
Posted in Kiwisaver, Savings on
Fixed income investments lagged over the June quarter, while equities were mostly positive. KiwiSaver schemes with large fixed interest exposures felt the impact of the sharp increase in bond yields, while the New Zealand dollars fall against global exchanges enhanced the return of global equities.
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Third of KiwiSaver schemes' members don't know balance
Posted in Kiwisaver, Savings on
More than one in three people signed up to KiwiSaver don't know how much money they have in their retirement savings account, a survey by the country's largest provider has revealed.
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FundSource Generate KiwiSaver Scheme Research Paper Sep 2013
Posted in Kiwisaver, Savings on
This paper by FundSource provides an in-depth analysis of the Generate KiwiSaver Scheme. The main features of the Scheme, including benefits and limitations of investing in the Scheme, are discussed. FundSource is an independent New Zealand managed funds research house, supplying data to financial advisers and fund managers since 1987.
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Adjusting the Risk of Your KiwiSaver Investment
Posted in Kiwisaver, Savings on
"Selecting a KiwiSaver fund to best fit one’s risk profile is an important decision that investors need to make. However, an investor’s risk profile is likely to change as retirement—and the possibility of accessing savings—nears. With this in mind, many KiwiSaver providers offer age-based investment options for their KiwiSaver schemes and these can help deal with changing risk profiles."
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Opportunities for advisers in KiwiSaver requirements
Posted in Kiwisaver, Savings on
Banks will be hard-pressed to offer advice and education to their thousands of default KiwiSaver scheme members, commentators say.
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Playing catch-up with Kiwisaver
Posted in Kiwisaver, Savings on
Are you saving enough for your old age? Afraid to even think about it? Geoff Cumming explores why the retirement savings debate is back in the spotlight and how we could make things easier for ourselves
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Cautious banks win - but investors are losing
Posted in Kiwisaver, Savings on
The new statements reveal that the banks have slam dunked traditional fund management companies in the battle for KiwiSaver funds under management. This is great news for their shareholders, who are mainly Australians. But we have to look at the issue in more detail to determine whether it is in the best interest of New Zealand savers, particularly KiwiSaver members who want to maximise the size of their retirement fund.
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Mark Lister: Five reasons to sell your NZ shares
Posted in Kiwisaver, Savings on
"For the past few years, New Zealand has been the place to be for share investors. Our market has powered ahead, proving more resilient during weak periods than overseas markets, yet rising just as much during periods of strength."
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KiwiSaver schemes' members in dark as banks spread risk
Posted in Kiwisaver, Savings on
"Bank KiwiSaver schemes are making a poor fist of telling savers where their cash is invested. KiwiSaver schemes hold a lot of cash, with many default and conservative savers opting for cash funds, or conservative funds with heavy cash holdings."
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KiwiSaver schemes' members far from informed
Posted in Kiwisaver, Savings on
"More than one-third of KiwiSaver schemes' members do not know which fund they are in, a survey says"
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