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 remain the go to source for alpha across KiwiSaver and Non-KiwiSaver Top 10’s. The US has shown continued strength over several months.
- High growth asset allocation diversified funds just made their way into the KiwiSaver Top 10. This was not reflected in the Non-KiwiSaver Top 10. However, ESG filtered ETFs did appear in the Non-KiwiSaver table but were not present in the KiwiSaver Top 10.
- Passive investments are strongly represented in the KiwiSaver Top 10, while disruption, automation and robotics have made their way into 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.
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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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