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:
- The KiwiSaver Top 10 still sees one Australian Equity and a Growth fund remain surrounded by a balance of US and International Equity options.
- Non-KiwiSaver continues to exhibit greater diversification across the Top 10, with Indian Equities, Australian Financials, Small Companies, and Property Securities making the list.
- The divergence between KiwiSaver and Non-KiwiSaver Top 10’s is clear. A catalyst for this is the constraints placed around KiwiSaver investment menus that herd members into a smaller universe than the broader range of investment options available outside KiwiSaver.
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 on investors and the broader industry.
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