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:
- Cash funds were the only KiwiSaver funds to make the top 10.
- Alternative assets and Australian equity funds dominated the non-KiwiSaver top 10.
- The Allan Gray Australia Balanced Fund is the only multi-asset fund (equities, fixed income, commodites) in 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.
Looking for something in particular or 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 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.
Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.
Would you like to see research on a Managed Fund, then enquire here?
Photo credits: Research IP
Comments are closed