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:
- US equities lead the way for KiwiSaver funds, while International equities funds are well represented in the chase for alpha across KiwiSaver and Non-KiwiSaver Top 10’s.
- Robotics, Automation, and Disruption along with US ESG equities are themes represented across the Non-KiwiSaver Top 10. KiwiSaver Top 10 does feature a single sustainability thematic.
- While the November and December RIPPL Leaders NZ are similar, from a thematic perspective, the fund managers have moved around each month. Notably for the Growth fund in the KiwiSaver Top 10 for each month.
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 on investors and the broader industry.
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