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:
- Equities, mostly international and US, remain well represented. Two growth strategies are also represented in the top 10.
- The Non-KiwiSaver Top 10 also highlights the strength of global and US equities. Two Australasian Equity funds are also represented.
- Hyperion’s growth-focused investment strategies dominate the Non-KiwiSaver rankings.
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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