Share this article:

Keeping steady on shaky ground (Members of the Britannia Superannuation Scheme and the Britannia Superannuation Scheme 2012)

Since early October markets have become more volatile, with good and bad news battling it out. Investing for retirement means you’re in it for the long run – life expectancy for a 65-year-old is around 20 years and that’s a lot of good times, new challenges and unexpected events that need to be funded. One of the key requirements for good long term investment is diversification, and ensuring all funds are well diversified across geographies, industries and individual companies.

Over the year to 30 September 2018, the funds in the Britannia Superannuation Scheme and the Britannia Superannuation Scheme 2012 have performed well. We measure our (post fees) performance against our peers and over that year, the main three funds have performed as follows:

 Fund Ranking   Peer group - from the MJW (*) Investment Survey
 1st of 7  Moderate KiwiSaver Funds
 3rd of 11  Balanced KiwiSaver Funds
 Global Equities
1st of 13  Growth KiwiSaver Funds

(*) MJW (“Melville Jessop Weaver”) is an independent firm of consulting actuaries which provides investment consulting services across New Zealand.  The June survey can be found at:

Remember that you can check your balance anytime by visiting and clicking on the ‘Current Members’ page and selecting the appropriate Scheme. If you have any questions feel free to contact your adviser or Britannia on 0800 500 811.

Thank you for trusting Britannia to take care of your retirement savings.


← Back to Newsletters Page