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:
- The KiwiSaver Top 10 remains equity-focused, notably skewed to global active equities.
- The Non-KiwiSaver Top 10 is also equity-focused and skewed to global active equities this month.
- The KiwiSaver Top 10 is tightly grouped and subdued compared to the Non-KiwiSaver funds
- Non-KiwiSaver funds have outperformed KiwiSaver funds, in some instances doubling the performance of the KiwiSaver funds.
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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