{"id":17081,"date":"2017-06-18T23:59:26","date_gmt":"2017-06-18T23:59:26","guid":{"rendered":"https:\/\/stratusnz.nz\/?page_id=17081"},"modified":"2020-12-07T23:05:54","modified_gmt":"2020-12-07T23:05:54","slug":"amp-kiwisaver-investment-fund-performance-reporting","status":"publish","type":"page","link":"https:\/\/stratusnz.nz\/index.php\/amp-kiwisaver-investment-fund-performance-reporting\/","title":{"rendered":"AMP KiwiSaver Investment Fund Performance reporting"},"content":{"rendered":"

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”1\/3″][vc_single_image image=”17040″ img_size=”full” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”16982″ alignment=”center” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_column_text]Jude Drummond, AFA<\/span><\/strong><\/span><\/p>\n

KiwiSaver & Group Super Specialist, Retirement Savings<\/span><\/p>\n

Stratus Financial Services, Ltd<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column css=”.vc_custom_1485897312457{padding-top: 15px !important;padding-bottom: 15px !important;}”][vc_separator type=”normal” color=”#967d89″ thickness=”2″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][vc_column_text]<\/p>\n

As an AMP KiwiSaver member, are you aware that the funds you chose to invest your AMP KiwiSaver contributions in can affect how your AMP KiwiSaver performs? Each month, AMP releases their AMP KiwiSaver monthly returns; this shows the performance of their 27 investment funds for the month.<\/span><\/p>\n

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Below is a useful How To guide showing you where you can source the monthly returns.<\/span><\/p>\n

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Finding AMP KiwiSaver Investment Returns<\/span><\/strong><\/span><\/p>\n

[\/vc_column_text][vc_separator type=”normal” color=”#967d89″ thickness=”2″][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”2\/3″ css=”.vc_custom_1485897182788{padding-top: 15px !important;padding-bottom: 15px !important;}”][vc_single_image image=”17091″ img_size=”large” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”200px”][vc_column_text]<\/p>\n

You can find the AMP KiwiSaver investment fund returns on the AMP website \u2013 www.amp.co.nz<\/a><\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”2\/3″][vc_separator type=”normal” color=”#996699″][vc_single_image image=”17092″ img_size=”large” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_separator type=”normal” color=”#996699″][vc_empty_space height=”200px”][vc_column_text]<\/p>\n

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Scroll to the bottom of the home page, and select Investment Returns & Unit Prices<\/strong>.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”2\/3″][vc_separator type=”normal” color=”#996699″][vc_single_image image=”17093″ img_size=”large” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_separator type=”normal” color=”#996699″][vc_empty_space height=”200px”][vc_column_text]<\/p>\n

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Under the KiwiSaver header, select AMP KiwiSaver Scheme<\/strong> in the drop-down list, and select View<\/strong>.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”2\/3″][vc_separator type=”normal” color=”#996699″][vc_single_image image=”17113″ img_size=”large” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_separator type=”normal” color=”#996699″][vc_empty_space height=”200px”][vc_column_text]<\/p>\n

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Select Investment Returns<\/strong> and the Investment Returns<\/strong> drop-down list.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”2\/3″][vc_separator type=”normal” color=”#996699″][vc_single_image image=”17114″ img_size=”large” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_separator type=”normal” color=”#996699″][vc_empty_space height=”200px”][vc_column_text]<\/p>\n

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Select the latest monthly AMP KiwiSaver investment fund returns (e.g. for this example April 2017), and it will open the AMP KiwiSaver investment fund returns in a new tab.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][vc_column_text]If you have any questions, please contact Stratus on 0800 STRATUS<\/span>.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column][\/vc_column][\/vc_row]<\/p>\n\n\n

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To read the AMP KiwiSaver returns table, run your eye across the top line for the Conservative fund until you get to the column headed 1 year \u2013 those are the gross (before tax is deducted) investment returns for the 1 year ended in the date of the table.<\/span><\/p>\n

The column headed 5 year shows the annualised gross investment return for the 5 years ended in the table date.<\/span><\/p>\n

The column at the far right headed \u2018since inception\u2019 is the gross annualised investment returns for that fund since 2007, when KiwiSaver started.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

[vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column width=”1\/3″][vc_single_image image=”17040″ img_size=”full” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_single_image image=”16982″ alignment=”center” qode_css_animation=””][\/vc_column][vc_column width=”1\/3″][vc_column_text]Jude Drummond, AFA KiwiSaver & Group Super Specialist, Retirement Savings Stratus Financial Services, Ltd[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern” css_animation=””][vc_column css=”.vc_custom_1485897312457{padding-top: 15px !important;padding-bottom: 15px !important;}”][vc_separator type=”normal” color=”#967d89″ thickness=”2″][\/vc_column][\/vc_row][vc_row…<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages\/17081"}],"collection":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/comments?post=17081"}],"version-history":[{"count":30,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages\/17081\/revisions"}],"predecessor-version":[{"id":17649,"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/pages\/17081\/revisions\/17649"}],"wp:attachment":[{"href":"https:\/\/stratusnz.nz\/index.php\/wp-json\/wp\/v2\/media?parent=17081"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}