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:
- International Equities/ex Australasia funds have dominated. This does not reflect the macro backdrop of inflation. Every cloud has a silver lining. In this case, every market has its day.
- Sustainable or Socially Responsible funds in the International Equity and High Growth have kept pace with funds that do not carry the same Sustainable or Socially Responsible overlays.
- Retail funds offer a very different outcome to KiwiSaver Funds. With Australasian and Australian Equity Funds featuring, as well as International of country specific funds.
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 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.
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