ETFs up 60.7% to $17,121m at Mar-15

/

Exchange Traded Funds and Exchange Traded Commodities Funds Under Management again posted substantial annual growth, up 60.7% to $17,121m across 108 products, including 6 new products this quarter.

iShares is the leading provider with $6,640m or 38.8% of the market, followed by State Street with $4,282m (25.0%) and Vanguard with $2,739m (16.0%).

Download the ETF Market Overview   

More information on available ETF Data

New Zealand Retail Managed Funds climb $2.5bn during December Quarter 2014.

/

New Zealand Retail Managed Funds grew by 4.3% during the December 2014 quarter to $59.4bn. Over the whole of the 2014 they jumped 17.8% propelled by significant fund flows into both of the two main Kiwi Saver and Unit Trusts & Managed Funds sub-markets as well as buoyant, if at times understandably somewhat nervous and wobbly, underlying investment markets that in turn were supported by the continued unprecedented stimulatory low interest rate policies of governments around the globe. Russell Investment Management (76.6%), Kiwi Wealth (58.4%), Milford Asset Management (52.7%), Grosvenor (24.0%), BT / Westpac (23.4%) and ASB Group Investments (20.6%) reported 20% plus percentage increases in their Retail funds under management.

 

Download Media Release

 

Overall Masterfund business increased 9.8%, or $55.2bn during 2014

/

Overall Masterfund business increased 9.8%, or $55.2bn during 2014 to stand at $620.2bn; they climbed $23.1bn, or 3.9% in the December quarter alone on the back of buoyant, if at times nervous and wobbly, investment markets that in turn were supported by unprecedented stimulatory low interest rate policies of governments worldwide.

Masterfund Inflows of $149.9bn were up by a more moderate 5.7% following a 24.2% jump in 2013 while corresponding Outflows rose 12.0% from $112.2bn to $125.6bn.  All major companies reported growth in their funds under management led by Commonwealth / Colonial (12.0%), AMP (11.7%) and BT (11.1%).

 

PFL Media Release Platform and Wrap 1214

Wholesale Funds $26.2bn Growth in during Dec-14 Quarter

/

Wholesale Funds increased another 3.5% during the December quarter to $765.4bn while over the whole of the 2014 calendar year they were up 10.2% with circa two thirds of this rise being due to the solid, albeit at times bumpy, performances of the underlying investment markets.

Most of the leading Wholesale fund managers reported significant growth with UBS (25.3%), National Australia / MLC (19.2%), Vanguard Investments (15.6%) and Perpetual (14.2%) achieving the highest rates.

Downloads

PFL Media Release Wholesale 1214

Retail Managed Funds up 3.7% during the Dec-14 quarter.

/

Retail Managed Funds ended 2014 on a positive note, up another 3.7% during the December quarter.

Overall the 2014 calendar year was one of solid consolidation with total funds under management increasing by 8.8% to $702.3bn.  This growth was in large part as a result of buoyant, if at times understandably somewhat nervous and wobbly, underlying investment markets that in turn were supported by the continued unprecedented stimulatory low interest rate policies of governments around the globe.  Some of the better performers among the market leaders included AMP (10.5%), BT (10.1%), Commonwealth / Colonial (10.0%), IOOF (7.9%) and National Australia / MLC (6.7%).

Downloads

PFL Media Release Retail 1214 Admin

PFL Media Release Retail 1214 Marketer