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:
- Cash, infrastructure, and fixed interest have made a resounding return as the KiwiSaver Top 10.
- The Non-KiwiSaver Top 10 shows a very different result dominated by equities across the board, with gold taking the top spot for the month to 31 March 2025.
- Long-short strategies have merged this month.
- While KiwiSaver and Non KiwiSaver have different sector outcomes, the mix of managers across active and index-related strategies is strong.
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 do 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