Kiwisaver - Returns to December 2023

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Forums › Finance and wealth management › Kiwisaver - Returns to December 2023

ockel

2031 posts

Uber Geek

#311541 25-Jan-2024 15:21

Melville Jessop Weaver Investment Survey for the December quarter has been released.

A link for any interested https://mjw.co.nz/wp-content/uploads/2024/01/MJW-Investment-Survey-Dec-2023.pdf

And the Risk/Return graph for the 10 year period for judging your manager against all others in your appropriate risk class. If there is a demand for the 5 yr graphs I'll post them.

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Jase2985

13461 posts

Uber Geek

ID Verified

Lifetime subscriber

#3186526 25-Jan-2024 18:47

cshwone:

How do you read that graph. Yep I get the Y axis, but what does the x-axis actually mean and is it actually relevant?

X is how risky the investment is, given they are high growth they are more risky, and tend to be more volatile in their returns, sometimes having some good ups, but other times they might have some low or even negative returns. The closer to zero you get the more conservative you get where there is less year-on-year fluctuation but with that comes less returns.

What you have to remember is if you are young you are in it for the long haul so while you might have a year or 2 that are low return, look at the long term, which is what that graph is showing, which is the 10-year return which for the growth funds is anywhere from 6.5% to 10.5% per annum.

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