$52.7bn Increase in Retail Managed Funds reported during December 2023 Quarter
/$52.7bn Increase in Retail Managed Funds reported during December 2023 Quarter
Read MoreKiwiSaver Funds Under Management at December 2023
/KiwiSaver Funds Under Management at December 2023
Read More9.5% Annual Growth in Responsible Investment Funds Outperforming the Wider Market
/9.5% Annual Growth in Responsible Investment Funds Outperforming the Wider Market
Read MoreResponsible Investment (RIAA Certified) - FUM, Flows and Performance - Sep-2023
/Responsible Investment (RIAA Certified) - FUM, Flows and Performance - Sep-2023
Read MorePlatforms' Reported Funds Under Management Rose by $54.5bn over the year to September 2023
/Platforms’ Reported Funds Under Management Rose by $54.5bn over the year to September 2023
Read MoreNew Zealand Retail Managed Funds Declined NZ$1.3bn during September Quarter 2023
/New Zealand Retail Managed Funds Declined NZ$1.3bn during September Quarter 2023
Read MoreWholesale Funds Fell by $12.8bn during September 2023 Quarter
/Wholesale Funds Fell by $12.8bn during September 2023 Quarter
Read MoreRetail Managed Funds Decreased by $21.2bn during September 2023 Quarter
/Retail Managed Funds Decreased by $21.2bn during September 2023 Quarter
Read MoreKiwiSaver Funds Under Management at September 2023
/KiwiSaver Funds Under Management at September 2023
Read More11.7% Annual Growth in Responsible Investment Funds Outperforming the Wider Market - Jun-2023
/11.7% Annual Growth in Responsible Investment Funds Outperforming the Wider Market - Jun-2023
Read MoreResponsible Investment (RIAA Certified) - FUM, Flows and Performance - Jun-2023
/Responsible Investment (RIAA Certified) - FUM, Flows and Performance - June 2023
Read MoreNZ$7.9bn Growth in New Zealand Retail Managed Funds during June Quarter 2023
/NZ$7.9bn Growth in New Zealand Retail Managed Funds during June Quarter 2023
Read MorePlatforms' Reported Funds Under Management rose by $66.9bn over the year to June
/Platforms' Reported Funds Under Management rose by $66.9bn over the year to June
Read More$232.8bn Jump in Reported Wholesale Funds during June 2023 Quarter
/$232.8bn Jump in Reported Wholesale Funds during June 2023 Quarter
Read MoreRetail Managed Funds Increased by $24.7bn during June 2023 Quarter
/Retail Managed Funds Increased by $24.7bn during June 2023 Quarter
Read MoreKiwiSaver Funds Under Management at June 2023
/KiwiSaver Funds Under Management at June 2023
Read MoreResponsible Investment (RIAA Certified) - FUM, Flows and Performance - Mar-2023
/Responsible Investment (RIAA Certified) - FUM, Flows and Performance - Mar-2023
Read More1.0% Annual Growth in Responsible Investment Funds Outperforming the Wider Market - Mar-2023
/1.0% Annual Growth in Responsible Investment Funds Outperforming the Wider Market - Mar-2023
Read MoreNew Zealand Retail Managed Funds rose by 4.1% or NZ$6.1bn during March Quarter 2023
/New Zealand Retail Managed Funds rose by 4.1% or NZ$6.1bn during March Quarter 2023
Read MorePlatforms' Reported Funds Under Management decreased by $19.5bn over the year to March 2023
/Masterfunds ended the year to March 2023 a little lower down 1.9% to $982.5bn as global investment markets recovered in the last six months to finish fairly flat. This was despite central banks ending an unprecedented era of ultra-low interest rates as they normalise their monetary policies in an effort to control inflation. Year on year Inflows declined 5.9% to $164.7bn but they still significantly exceeded Outflows that rose 3.2% from $145.8bn to $150.5bn resulting in a $14.2bn overall Net Inflow.
The Top 4 Insignia ($198.5bn down 4.2%), BT ($162.6bn down 7.1%), Commonwealth / Colonial ($137.4bn down 4.5%) and AMP ($134.0bn down 6.8%) all experienced decreases in funds under management. However all the other leaders finished higher with netwealth ($65.9bn up 14.4%) and HUB24 ($59.4bn up 16.5%) both reporting double digit percentage growth while Macquarie ($121.9bn up 3.8%), Mercer ($30.5bn up 4.8%) and Praemium ($21.7bn up 4.9%) also recorded increases.
Source: Plan For Life
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