We bring you the RIPPL Leaders for the New Zealand competitor universe to highlight some market trends and how funds performed over the last 12 months.
Our Key Observations:
- Australian equity funds made up half of the KiwiSaver Leaders.
- Single sector funds made up all of the KiwiSaver Leaders.
- Passive provider, SuperLife, made up six of the KiwiSaver Leaders.
- Alternative funds dominated the non-KiwiSaver Leaders with eight funds, lead by the Salt Carbon Fund, whilst infrastructure funds made up five of those eight.
- The level of returns in the Non-KiwiSaver Leaders was significantly higher than the KiwiSaver Leaders.
Feel free to utilise this update with your clients, all we ask is that you reference Research IP in your communication. We can also supply individual charts as required. More to come.
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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.
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