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quaystreet leaps into kiwisaver rankings
A new addition to Morningstar’s quarterly KiwiSaver report has shaken up the leaderboard and pushed Simplicity out of the top five best performing growth funds. Auckland-based QuayStreet Asset Man
what to know before switching kiwisaver in 2023
We all become painfully predictable in the weeks following Christmas. Each year, we set the same goals: get fit, read a hundred books, learn a new language, sort out finances, etc. The most common t
barry coates inside the black box
The world of investment funds management is full of surprises. A recent report by Mindful Money, Inside the Black Box of New Zealand Investment Funds, shows there is $1.6 billion of KiwiSaver and reta
behold the incredible shrinking funds managers
The funds management big end of town may soon be the only end of town, or just town, if a PwC prediction comes to pass. According to a new PwC survey, about 16% (or one in six for the numerately diver
active over algorithm milford assets human touch wins top research ip fund manager of year
Property and infrastructure funds have tanked so much over the past year that only two managed to make enough money to be considered for their category in this year’s fund manager awards. But other
fundsource best performing investments of past five years
An investment in Australia's mining sector has generated the biggest return among investments available to NZ customers in the past five years, according to FundSource investments data. The BT Class
fisher funds buys kiwi wealth but is more always better
Fisher Funds takes formal control of the Kiwi Wealth empire this week, almost a year after the government decided to flog off the investment business. Depending on market conditions on the day and cli
nzx doubles down on funds business
Stock market operator NZX has doubled down on funds management with its acquisition of QuayStreet and search for a strategic partner for its Wealth Technologies division. This focus on funds managem
passive over active smartshares wins fund manager of the year
NZX-owned passive fund manager Smartshares won top prize at the Research IP Fund Manager of the Year Awards in Auckland last night. The award was not without controversy, with the index fund provider.
nzx buys craigs quaystreet for up to 50m
NZX is beefing up its burgeoning funds management business, buying QuayStreet Asset Management from Craigs Investment Partners for up to $50 million. The stock market operator's Smartshares subsidia
nzx in early stage talks with possible wealth technologies partners
NZX has confirmed it is considering selling a stake in its wealth technologies division to a strategic partner, after it was reported as being for sale by Investment News. The specialist news website.
kiwisaver performance report how your fund rated in october 2023
* All returns are after fees and before tax. Past performance is no guarantee of future performance. This is the BusinessDesk/FundSource KiwiSaver report for October 2023. The report draws on Busine
kiwisaver performance report how each fund rated in nov 2023
* All returns are after fees and before tax. Past performance is no guarantee of future performance. This is the BusinessDesk/FundSource KiwiSaver report for November 2023. The report draws on Busin
september kiwisaver report how did your fund perform
* All returns are after fees and before tax. Past performance is no guarantee of future performance. This is the BusinessDesk/FundSource KiwiSaver report for September 2023. The report draws on Busi
nzxs profit slips trading volumes lowest in nine years
Stock exchange operator NZX Ltd’s profit slipped just over 4% in the last financial year, which saw trading volumes at their lowest in nine years. The company reported a net profit of $13.6 million
annual kiwisaver report how did your fund do in 2023
On balance, 2023 was a great year for KiwiSaver investors, especially after the grim performance of almost all asset classes in 2022. The average growth fund returned 14% in the year to December 2023,
how your kiwisaver investment started the year
January was a solid month for most KiwiSaver investors, with the 236 funds tracked in this month's report returning an average of 0.8% during the month. Growth and equities funds both returned about
share and share alike
The entry of cut-price online investment platform Sharesies into New Zealand’s financial services market certainly shook things up. Coming out of the 2017 Kiwibank-sponsored Fintech accelerator, t
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*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 09 May 2024 (NZT)
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Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.
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