Annual Reporting

You should be able to find all you’d like to know about our annual reporting on this page. Current reporting is up to 30 June 2020, the end of our last financial year (this differs to KiwiSaver who operate a 1 April to 31 March financial year).

Annual Reporting 2020

Some of our favourite highlights for the recent financial year are shown below, and Fund Updates for each of our four funds are available on their individual investment pages – Growth, Balanced, Conservative and Cash).

You can also find copies of the 2020 mysuper Annual Report and Financial Statements on the offer register at disclose-register.companiesoffice.govt.nz (click ‘search offers’ and search for ‘mysuper Superannuation Scheme’).

If you are looking for your personalised statement please login to your mysuper account.

mysuper’s 2020 Highlights

$236.65 million

Funds under management

+49.76%

increase over the last 5 years

$4.84 million was used by our members to buy their first home over the past 5 years.

$543 per member, per year was saved in fees compared to KiwiSaver on an average mysuper account balance.

$5,429 per member, was saved in fees compared to KiwiSaver over 10 years on an average mysuper account balance.

Insurance claims of $3.39 million were paid to support members and their families over the past 5 years.

mysuper investment performance after all fees and taxes

Growth Fund

mysuper

KiwiSaver Average*

mysuper Ranking

1 year

4.38%

1.87%

5/30

5 years (pa)

7.32%

6.05%

5/24

Balanced Fund

mysuper

KiwiSaver Average*

mysuper Ranking

1 year

3.93%

2.38%

12/45

5 years (pa)

6.13%

4.98%

4/35

Conservative Fund

mysuper

KiwiSaver Average*

mysuper Ranking

1 year

3.24%

2.63%

17/45

5 years (pa)

4.44%

3.80%

6/36

Cash Fund

mysuper

KiwiSaver Average*

mysuper Ranking

1 year

0.76%

1.03%

16/19

5 years (pa)³

n/a

1.55%

n/a

* All data is shown after all fees and taxes (at the highest Prescribed Investment Rate (PIR) rate of 28%). All KiwiSaver data sourced from Fund Updates (dated 30 June 2020) available from disclose-register.companiesoffice.govt.nz

mysuper fees vs KiwiSaver

Being not for profit means Member fees are kept low and all profits are for you. We're pleased to say we're still well below the Average KiwiSaver in this space giving you a bigger piece of the pie. You can try out our fees calculator here.

Growth Fund

mysuper fees

$59.96

KiwiSaver Average*

$215.69

mysuper Ranking

1 / 31

Balanced Fund

mysuper fees

$63.38

KiwiSaver Average*

$199.27

mysuper Ranking

2 / 49

Conservative Fund

mysuper fees

$54.82

KiwiSaver Average*

$161.50

mysuper Ranking

1 / 46

Cash Fund

mysuper fees

$71.95

KiwiSaver Average*

$110.20

mysuper Ranking

5 / 19

mysuper members by investment fund

Growth Fund

mysuper members

1,032

Balanced Fund

mysuper members

1,366

Conservative Fund

mysuper members

611

Cash Fund

mysuper members

117

Annual Reporting

Annual Reporting 2020

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