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 50% of the KiwiSaver top 10.
- Cash funds still comprise 3 of the KiwiSaver top 10.
- Only one equity fund makes the top 10 non-KiwiSaver list, with 8 alternative funds dominating the list, the exception being the La Trobe 12 Month Term Account making an appearance to round out the 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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