Comprehensive set of statistics with full history covering New Zealand Retail and KiwiSaver superannuation, and managed investment markets.

Data published by Plan For Life is obtained by data collection from over 50 New Zealand companies.
Accurate and comprehensive market coverage enables consistent and reliable reporting based on underlying Actuarial disciplines.
Plan For Life's data team undertakes intense data scrutiny and investigates any data anomalies. The data is checked, reconciled and queried if inconsistent with expected results and market trends.
Unique Plan For Life proprietary data metrics are reported including gross inflows (sales) and gross outflows.
Full history is published each quarter with any changes, new products or updates reflected smoothly in the data to ensure an audit trail from one period to the next is possible.
More than 1,300 funds including Open, Closed, Terminated and Transferred products are included to ensure holistic market coverage and maintenance of history.
Coordinated data metrics from one period to the next: FUM (net assets), Inflows (gross sales), Outflows (redemptions), Net Funds Flow, Transfers, Investment Earnings, Investment Performance, Unit Prices.
Detailed and summary level data granularity covering: Group, Company, Investment Manager, Product, Fund, Asset Category and Sub-Category.
Extensive quarterly history going back to 2006.
Data is reported on a quarterly basis, published 12 weeks after quarter end

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