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:
- The Non-KiwiSaver Top 10 is not dominated by US equities, however, international equities do dominate.
- Non-KiwiSaver sees greater diversification across the Top 10, with growth funds, India country specific exposure and property securities funds being represented.
- There has been a little bit of movement in the Non-KiwiSaver funds, whereas the RIPPL Leaders KiwiSaver funds remained relatively static from a thematic perspective.
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.
Reach out to us today about your research and consulting needs, and how to make the data work for you, and your clients.
Stay updated with our latest news. Sign up for our newsletter.
Would you like to see research on a Managed Fund? Then enquire here.
Photo credits: Research IP
Comments are closed