We produce a quarterly survey of New Zealand’s retail and wholesale managed funds. These reports provide an insight into industry trends and market composition. They include historical and current data on fund sizes, division of market share, fund flows and funds under management. The information is broken down by client type, asset class and company.
These reports are available for purchase. If you are interested in buying any of these reports, please contact us.
Please note that these reports are intended for New Zealand clients residing in New Zealand and must not be accessed or viewed by any person or entity outside of New Zealand.
Market Share Retail Reports
A quarterly survey of New Zealand’s retail managed funds, industry trends and market composition. It includes historical and current fund sizes, growth and market shares, and net fund flows and net funds under management.
Market Share Wholesale Reports
A quarterly survey of New Zealand wholesale and retail managed funds, industry trends and market composition, including historic and total funds under management by client type, asset class and company.
Monthly Performance Tables
Produced monthly and include FundSource’s star ranking, fund size, exit prices and a summary of returns for the past month, 3 months and 1, 2, 3 and 5 years.