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:
- Diversified funds with both growth and conservative asset allocations now dominate the KiwiSaver Top 10. All KiwiSaver Top 10 fund have exceeded 30% for the 12 months to 30 September 2024
- The Non-KiwiSaver Top 10 sees Australian equities dominate over International equities.
- Non-KiwiSaver remains equities centric, which is a significant difference to the KiwiSaver Top 10, for the 12 months to 30 September 2024.
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.
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