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 KiwiSaver Top 10 has Growth funds and an Australian Equity Fund make it to the Top 10. The balance is US and International Equity options.
- Non-KiwiSaver sees greater diversification across the Top 10, notably Australian Property has made it to the Top 10.
- While both the KiwiSaver and Non-KiwiSaver Top 10 Funds are still biased to US and International investment options. However, that has started to change over the past three months, with small-cap, mid-cap, property, and growth investment options making their way into the respective Top 10’s. This spans across active and passive strategies.
- The fund managers represented across KiwiSaver and Non-KiwiSaver Top 10’s have had several changes over the course of May.
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.
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