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 dominate the top two KiwiSaver funds, followed by international equity funds. This trend of US and international equity dominance is present in Non-KiwiSaver Top 10’s.
- India, Robotics, Automation, and Disruption along with global equity ESG equities are themes represented across the Non-KiwiSaver Top 10.
- Over the last three months the RIPPL Leaders NZ have remained relatively static from a thematic perspective are similar. This highlights the impact US markets are having on international equities, but it’s not purely the US.
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.
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, but everybody should.
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