When looking at current, short-term investment returns, it is important to focus on the long-term objectives of your investment. Markets are volatile and go through periods of negative returns from time to time. However history shows that over the longer term markets have bounced back and have provided on average positive returns.
The table below shows the FirstChoice KiwiSaver Scheme fund performance results as at 31 July 2010.
| Investment Fund | 3 Months | 6 Months | 1 year | Return Since Inception |
|---|---|---|---|---|
| NZ Cash Fund | 0.61% | 1.19% | 2.37% | 5.20% |
| Tracker Conservative Fund | 0.69% | 2.89% | 6.17% | 4.17% |
| Tracker Moderate Fund | -0.37% | 3.38% | 8.44% | 1.03% |
| Tracker Balanced Fund | -1.94% | 2.82% | 8.51% | -2.07% |
| Tracker Growth Fund | -3.62% | 2.01% | 8.02% | -5.32% |
| Active Conservative Fund | -0.52% | 2.27% | 6.93% | 2.42% |
| Active Balanced Fund | -2.72% | 1.86% | 7.32% | -1.83% |
| Active Growth Fund | -4.45% | 0.92% | 6.59% | -4.61% |
| Active High Growth Fund | -6.35% | -0.48% | 4.10% | -10.44% |
| Global Sustainability Fund | -4.30% | 2.02% | 8.68% | 2.99% |
Neither Public Trust, the Promoter, the Manager, ASB Group Investments Limited, ASB Bank Limited, Sovereign Services Limited, nor any company related to any of those companies, nor any other person, guarantees the performance of these funds or the repayment of any investment in these funds.
- Returns are before tax and after fees (excluding administration fees) and are calculated on the change in unit price over the period, adjusted for tax credits and formation losses.
- Returns for periods greater than one year are annualised. Returns for periods less than one year are not annualised.
- Returns quoted are historical and cannot be seen as an indication of future performance.
- Contributions were first invested into the funds on 2 October 2007 except for the Global Sustainability Fund and the Active High Growth Fund. Contributions were first invested into the Global Sustainability Fund and the Active High Growth Fund on 8 April 2008 and 22 April 2008 respectively.
- The asset allocations may change from time to time.
- For further information on the funds shown above please consult the FirstChoice KiwiSaver Scheme Investment Statement or your Investment Adviser.
Disclaimer
A copy of the Investment Statement for the FirstChoice KiwiSaver Scheme ("FirstChoice KiwiSaver") is available here or by calling 0800 1ST CHOICE (0800 178 246).
