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:
- SuperLife has dominated the KiwiSaver Top 10, being represented six times. Active managers are not well represented this month.
- While Australian Financials leads the KiwiSaver Top 10 for the second consecutive month, global and US-based funds dominate.
- The Non-KiwiSaver Top 10 also refocused on global and US equities.
- SmartShares dominates Non-KiwiSaver with five funds making it into 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 on investors and the broader industry.
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