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:
- International Equities/ex Australasia continue to dominate. The continued drive of 7 very large companies remains evident and the impact they have is evident.
- Of note in the Non-KiwiSaver Top 10 is the strong performance of only fixed interest fund, an Emerging Market Bond Fund. Bucking the domination of International Equity and Australian Equity Funds.
- Across KiwiSaver and Non-KiwiSaver, the Top 10’s remained relatively static in terms of Fund Managers. The order of the funds has moved around, compared to June 30.
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 for investors and the broader industry.
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