Throughout 2022, we have been researching different strategies across a broad range of fund managers, predominantly based in Australia and New Zealand, but also in Europe and the US. The key risk the portfolio managers have been focused on, and continue to be focused on, is inflation. A number of fund managers we have spoken to are also zoning in on how that flows through to borrowing costs and corporate earnings. If active managers cannot add value in this environment going forward, when will they?
The Trillium ESG Global Equity Fund has been awarded a "4 IP" rating from Research IP, with a score of 3.96/5.
The Trillium Global Sustainable Opportunities Fund has been awarded a "4 IP" rating from Research IP, with a score of 4.03/5.
The Colchester Global Government Bond PIE Fund has been awarded a "5 IP" rating from Research IP, with a score of 4.31/5.
The review of the KiwiSaver Default Provider arrangements in 2021 was seriously imbalanced. What do the new Default funds look like and how do they compare to the fund managers’ equivalent non-default balanced fund? What criteria can you use to make a balanced assessment of the funds on a forward-looking basis?
Comparing KiwiSaver fees is like comparing apples to oranges. The intricacies inside the required disclosures make accurate comparisons difficult and time consuming, not to mention the time taken to find all of the relevant information in the first place. Even the inclusion of GST is inconsistent.
We are excited to announce a new partnership for Research IP in New Zealand, interest.co.nz is now providing you access to over 300 RIPPL Effect reports to better “help you make financial decisions”.
Magellan has announced that Hamish Douglass will take a medical leave of absence. With the recent departure of the CEO, relative underperformance and losing their largest mandate, is this the beginning of the end?
The Magellan Global Fund has retained its "5 IP" rating from Research IP, with a score of 4.40/5.
The Magellan Infrastructure Fund has been upgraded to a "5 IP" rating from Research IP, with a score of 4.27/5.