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:
- International equities remain a strong source of alpha while two Australian equities and an Asia Pacific equities fund are represented in the KiwiSaver Top 10. The US and Europe have remained strong over several months.
- Both performance fee and no performance fee unit classes have appeared in the Non-KiwiSaver Top 10. Suggesting performance fees are not high.
- Passive investments are strongly represented in the KiwiSaver Top 10, while active fund managers continue to dominate the Non-KiwiSaver Top 10. Asia equity funds are present as well as a lone Emerging Market bond fund in the Non-KiwiSaver Top 10.
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 for investors and the broader industry.
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