FMA KiwiSaver tracker
The Financial Markets Authority recently released their KiwiSaver tracker. This tracker enables KiwiSavers to see the annual percentage return of their fund before and after fees are charged and the associated risk profile for the fund.
The KiwiSaver tracker is best viewed on a desktop computer or laptop using Google Chrome or Internet Explorer. It can also be viewed on tablet devices, however the tool is not currently optimised for mobile. You can also switch to full-screen mode for easier viewing, using the icons in the bottom right.
How to find Summer using the tracker:
Summer will not appear in the 'Show me the five-year data' section, as the funds have not yet been in existence for a five year period. The date the funds started was 19 September 2016.
To find Summer you can use the following sections.
Show me individual funds:
Use the 'Choose a fund' drop down in the upper right and search for Summer.
I want to dig into the data:
To find the Summer KiwiSaver scheme you will need to change the return period to 'Return in the last year (%)'.
You can use the fund type filters to only show specific types in the scatter graph and table, for example, 'Growth'.
Hovering over the dots on the scatter graph will populate further information (as below) or you can use the table to the right. The table defaults to alphabetical order but can easily be sorted via the 'Hover here and click icon to sort' function.
The data used in this tracker is drawn from the quarterly fund updates produced by KiwiSaver providers. We also produce monthly performance summaries, which you can view here.