Overview
Morningstar’s quarterly KiwiSaver Survey is designed to help New Zealand investors assess the performance and other key characteristics of their KiwiSaver superannuation options.
KiwiSaver is a voluntary, work-based retirement savings scheme. Independent KiwiSaver providers run the savings schemes. You can choose one of them to manage your savings.
KiwiSaver is for all New Zealand citizens and permanent residents living or normally living in New Zealand. Members can still get New Zealand Superannuation when they reach 65.
Where can I Find Kiwi Saver Report on Morningstar Investor (Premium.morningstar.com.au)
Click on "Discover Investments" tab from the tabs on the Left-hand side.
Under "Discover Investments" tab click on "Funds" tab.
Click on Kiwi Saver Quarterly Surveys located on the right of the webpage.
As an Investor subscriber, you can directly access the report using this link: https://premium.morningstar.com.au/insights/topic/kiwisaver-survey
When is Kiwi Saver Report updated
KiwiSaver report is published Every Quarter. KiwiSaver Survey Report is designed to help New Zealand investors assess the past performance and other key characteristics of their KiwiSaver superannuation options.
Accessing the KiwiSaver Report from 2026 Onwards
From 2026 onwards, the latest KiwiSaver Report is available through a dedicated link. Users looking for the most recent reports should use this link to ensure they are viewing the latest and most up-to-date information.
Earlier editions of the KiwiSaver Report have not been removed and remain accessible on the website. Previous issues are stored under the Funds section within Discover Investments.
To locate earlier KiwiSaver reports:
Go to Discover Investments from the main navigation.
Select the Funds tab.
Browse the available resources to find previous KiwiSaver report issues.