哪一家KiwiSaver基金表现突出?

哪一家KiwiSaver基金表现突出?

基于KwiSaver会员的贡献和市场回报,KiwiSaver投资在本年6月份季度中总共增长了100亿元。Morningstar 最新的KiwiSaver调查显示,保守型基金本季度的平均回报率为3.3%,激进型基金的回报率为11.9%。调查表明,以新西兰元标价的国际股市已实现稳健的投资增长。

KiwiSaver投资者应该明白的是,当市场不确定因素开始消退时,市场投资意愿会迅速转变。坚持投资变得异常重要。在波动时改变基金类型会带来实际损失。随着风险资产的反弹和能源市场的恢复,在3月份季度中受到剧烈波动影响的投资组合普遍得到回调。

市场表明,国际事件能够引发剧烈的市场波动,但评判其长期影响时应考虑它们是否能够实质性地改变经济增长趋势或影响上市公司的盈利能力。

KiwiSaver基金经理在本季度表现良好。Koura的清洁能源基金实现了31.8%的回报。这得益于人工智能和高油价。Kernel公司的全球清洁能源基金在过去一年中表现突出,增长了98.4%。然而,该公司创始人表示,接近100%的回报率是不正常的,不应被视为收益预期。

ASB、MAS、Fisher Funds、Generate等基金公司在本季度中都有较好的表现。

Generate KiwiSaver 继续保持其长期投资回报的良好记录。截至2026年6月30日,Generate Focus Growth Fund在10只同类型基金中10年期回报率排名第一。

Focused Growth Fund ranks 1st for 10-year returns

The latest Morningstar KiwiSaver rankings are out, and Generate continues its strong track record of long-term performance. The Generate Focused Growth Fund ranked 1st out of 10 funds for 10-year returns to 30 June 2026, in the Multi-Sector Aggressive category

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For a limited time, you could get 1% cash (up to $30,000), where total lending is $700k and above. You could also receive 0.9% cash where total lending $200,000 and above.
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ICBC NZ Loan promotions

New and existing home loan customers with  applications submitted by 10/10/2026 and settled by 10/12/2026 can fix for 3 years at 4.99% 

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From 14 August 2026, customers can receive a 7% Lifestyle Booster Discount on new eligible insurance cover. To receive the Lifestyle Booster Discount, customers must apply for eligible cover and meet the following criteria:

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Generate KiwiSaver Online Application

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Health and travel insurance for New Zealand bound international students, workers, non-NZ residents, visitors on working holiday visas, and seasonal workers.

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