ASB nominated as Morningstar Overall Fund Manager of the Year and KiwiSaver Fund Manager of the Year; market leading returns in latest rankings

• ASB KiwiSaver funds lead the market in two categories according to latest Morningstar rankings.
• Four ASB KiwiSaver funds (Conservative, Moderate, Balanced and Growth) achieved top quartile returns.
• Nominated as finalist across two key categories, Overall Fund Manager of the Year and KiwiSaver Fund Manager of the Year in annual Morningstar Awards for Investing Excellence in New Zealand.

Independent data from Morningstar shows majority of ASB’s diversified KiwiSaver funds posted strong, top quartile returns for the one and three years to 31 December 2025, with growth-oriented funds leading the way.

Across 2025, ASB’s Aggressive Fund recorded the strongest annual performance of all its funds at 14.4%, followed by the Growth Fund at 12.8%. The Balanced Fund delivered an annual return of 10.9%, while the Moderate Fund returned 9.1%. The more defensive Conservative Fund also delivered a robust annual return of 7.6%.

ASB’s Growth, Moderate, Balanced and Conservative KiwiSaver funds achieved top quartile returns for both one and three year rolling periods, with ASB Moderate and Conservative funds ranked number one in their categories for 1-year returns to 31 December 2025, showcasing ASB’s strength across the range of investment strategies and risk profiles.

Morningstar has also nominated ASB as a finalist for Overall Fund Manager of the Year, and KiwiSaver Fund Manager of the Year for 2026, recognising the bank’s consistent long-term investment approach, disciplined portfolio management, and strong outcomes delivered for KiwiSaver members.

“Being recognised as a finalist for KiwiSaver fund manager of the year by Morningstar and having the majority of our funds deliver top quartile annual performance is incredibly rewarding,” says ASB’s General Manager Wealth, Emma-Jayne Liddy.

“We know these numbers represent Kiwi’s first homes, their retirement, their sense of security – and that’s what drives us to deliver results like these.”

“Our investment teams have worked hard to stay focused on quality and resilience during a fast-changing year, and we’re seeing that discipline pay off. Partnering with BlackRock has only strengthened our approach – its global insights and worldclass research give us a powerful edge, helping us uncover opportunities and manage risk in a way that delivers for our members.”

“At the end of the day, it’s about giving people confidence in their financial future, no matter what’s happening in global markets,” concludes Emma-Jayne. 

Learn more: ASB Investor Hub - Commentary & Insights

For more information about the Morningstar Awards for Investing Excellence in New Zealand: Morningstar Announces Finalists for 2026 Morningstar Awards for Investing Excellence in New Zealand

For more information on Morningstar’s latest quarterly survey to 31 December 2025: https://www.morningstar.com.au/funds/kiwisaver-survey-december-quarter-2025