Industry Reports

We produce a quarterly survey of New Zealand’s retail and wholesale managed funds. These reports provide advisers with insights 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 Wholesale clients only.

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 includes a summary of returns for the 1 and 3 months and 1, 2, 3 and 5 years. Also includes ranking, fund size, exit prices and quantitative star ratings sourced from FE Fundinfo.

Contact us

+61 3 9642 3320

Monday - Friday
8:30am - 5:30pm AEST

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