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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 2019, the end of our last financial year (this differs to KiwiSaver who operate a 1 April to 31 March financial year).

Annual Reporting 2019

We've been helping ACC staff save for their retirement for over 29 years.

Some of our favourite highlights for the recent financial year are shown below, but if you fancy a bit more detail on how things went we encourage you to read our Annual Report, Financial Statements, and Fund Updates (you can view one for each of our four funds on their individual investment pages – Growth, Balanced, Conservative and Cash).

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

mysuper’s 2019 Highlights
$216.81 million
Funds under management
+89.35%
increase over the last 5 years
mysuper has the lowest fees compared to every KiwiSaver scheme. Our members are saving an average of over $570 each year in fees with mysuper.
We’ve helped members and their families purchase their first home with over $3.60 million dollars paid out in first homebuyer payments over the last 5 years.
We’re still the only provider to offer our members a babybreak from paying any fees while they’re on parental leave.
We’ve supported members and their families during tough times with over $3.97 million dollars paid out in insurance claims over the last 5 years.
We’ve expanded our ethical exclusions to include civilian firearms.
mysuper investment performance after all fees and taxes
 
mysuper
KiwiSaver Median*
mysuper Ranking
Growth Fund
 
mysuper
KiwiSaver Median*
mysuper Ranking
1 year
7.13%
6.30%
6/29
5 years (pa)
9.98%
8.47%
3/24
Balanced Fund
 
mysuper
KiwiSaver Median*
mysuper Ranking
1 year
6.59%
5.54%
7/31
5 years (pa)
8.20%
6.64%
4/26
Conservative Fund
 
mysuper
KiwiSaver Median*
mysuper Ranking
1 year
5.32%
4.58%
8/25
5 years (pa)
5.56%
4.58%
2/21
Cash Fund
 
mysuper
KiwiSaver Median*
mysuper Ranking
1 year
2.09%
1.87%
1/19
5 years (pa)3
n/a
1.58%
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 2019) 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.
 
mysuper fees
 
KiwiSaver Median*
mysuper Ranking
Growth Fund
mysuper fees
0.29%
vs
KiwiSaver Median*
1.26%
mysuper Ranking
1 / 29
Balanced Fund
mysuper fees
0.30%
vs
KiwiSaver Median*
1.16%
mysuper Ranking
1 / 31
Conservative Fund
mysuper fees
0.27%
vs
KiwiSaver Median*
0.96%
mysuper Ranking
1 / 25
Cash Fund
mysuper fees
0.20%
vs
KiwiSaver Median*
0.64%
mysuper Ranking
1 / 19
* 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 2019) available from disclose-register.companiesoffice.govt.nz
mysuper members by investment fund
 
mysuper members
Growth Fund
mysuper members
2,105
Balanced Fund
mysuper members
1,598
Conservative Fund
mysuper members
92
Cash Fund
mysuper members
63
* 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 2019) available from disclose-register.companiesoffice.govt.nz
Previous Annual Reports

If you want to take a look at any mysuper Annual Reports from the past five years you can. Use the selector to pick the one you want and download the PDF. Click here to see how we're performing.