We bring you the RIPPL Leaders for the New Zealand competitor universe to highlight market trends and how funds have performed over the last 12 months.
Our key observations:
- Equities dominate the KiwiSaver Top 10, US-based offerings, as well as SuperLife.
- Nikko, QuayStreet, and Fisher have prevented a SuperLife clean sweep in the KiwiSaver Top 10.
- The Non-KiwiSaver Top 10 also highlights greater diversity on offer to investors, outside of KiwiSaver. China, the US, and global equities, along with diversified growth, long-short, and infrastructure funds, are represented.
- Manager diversification and active fund managers are much more prevalent in the Non-KiwiSaver Top 10.
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.
Looking for something in particular or do 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 on 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, but everybody should.
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