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:
- Fisher Funds and SuperLife have three funds each in the KiwiSaver Top 10. They span across Australian property and finances, diversified growth funds, and international equities. Both managers were not able to top Koura US Equities.
- The Non-KiwiSaver Top 10 sees Hyperion hold three Top 10 funds, while First Sentier and Nikko Asset Management have two funds represented. These seven funds span across property securities, Australian equities, and global equities.
- The KiwiSaver Top 10 continues to see diversified funds represented.
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 on investors and the broader industry.
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