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 now sees Conservative investment options appearing, while the balance remains mixed across an Australian Financials Equity Fund with a Growth Funds from the same manager. For the last two months, the KiwiSaver Top 10 has thrown up some change.
- The Non-KiwiSaver Top 10 continues to move around more so than the KiwiSaver Top 10. New Zealand Fixed Income, Income and Small Companies feature around the middle of the Top 10.
- While there are some differences, there is a strong alignment, with most asset sectors being represented in KiwiSaver and Non-KiwiSaver Top 10’s. Notably Property and Infrastructure has moved out of both Top 10’s this month. While Global Equities is well represented, Australia and New Zealand-based options are now making their way to the Top 10’s.
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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