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:

  1. 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.
  2. Non-KiwiSaver sees greater diversification across the Top 10, notably Australian Property has made it to the Top 10.
  3. 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.
  4. 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.

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.

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While every care has been taken in the preparation of this information, Research IP makes no representation or warranty as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This blog post has been prepared for the purpose of providing general information, it is not personal financial advice and should not be relied upon as a substitute for detailed advice from your authorised financial adviser. You should, before making any investment decisions, consider the appropriateness of the information in this email, and seek professional advice, having regard to your objectives, financial situation and needs.

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