Comparing KiwiSaver fees is like comparing apples to oranges. The intricacies inside the required disclosures make accurate comparisons difficult and time consuming, not to mention the time taken to find all of the relevant information in the first place. Even the inclusion of GST is inconsistent.
Searching for information on managed funds to make accurate comparisons can be frustrating to say the least. It’s often hard to know which documents to read and which numbers within the documents are being disclosed. This is where good advice from a financial adviser will provide value to investors.
Compare the fees on interest.co.nz
To help make managed fund information more transparent, comparable, and accessible, we’ve developed the RIPPL Effect report. The RIPPL (Research IP Pty Ltd) Effect is freely available to financial advisers and DIY investors. Information on fees is provided on page 5 in every report.
The RIPPL Effect is designed to bridge the gap between our Quantitative Tear Sheets and full Qualitative Research Reports. The RIPPL Effect standardises data and information so it can be found in the same place in a report for all managed funds – KiwiSaver or investment fund.
Simple data points are collected and presented in the same place on every report. In particular key information typically found in the PDS, SIPO, or on the Fund Manager’s website, but often hard to find.
Where to from here?
Research IP currently has over 300 reports for managed funds available in the New Zealand market, as well as a range also available in Australia. The initial coverage also includes all default, balanced and growth KiwiSaver offerings. Coverage of funds and data points is expanding daily.
- The RIPPL Effect reports are also available on interest.co.nz
- You can find our research embedded at the point of sale on the new investment platform Flint Wealth.
- We announced a new partnership for Research IP in New Zealand with interest.co.nz at The RIPPL Effect – The future starts here – Research IP (research-ip.com)
Looking for something in particular or have some feedback? Please reach out to one of the RIPPL team
Research IP delivers high quality investment fund research and consultancy services to financial advisers, charities & NFPs and the broader financial services industry. Our experience spans well over 20 years working directly across the multiple facets of finance, so we understand the key drivers and challenges for managers, as well as the impact for investors and the broader industry.
We strive to give you the best information, so you can help your clients make better decisions, and feel more confident about doing business with you. We believe that not only can everybody win, everybody should.
Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.
Would you like to see research on a Managed Fund, then enquire here?
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