After nine rounds the KiwiSaver competition has been whittled down to just 30 players – a figure that has sunk further following the collective scheme reporting date of March 31 this year.
Following on from its successful previous issues, Investment News NZ (IN NZ) has just released the latest annual KiwiSaver analysis based on data contained in those 30 annual reports. The 2016 IN NZ KiwiSaver report, ‘The front nine’, has found trends more-or-less consistent with previous results but with a few holes emerging as some players fell off their game while others clamber up the rankings.
As well as the usual bagful of data, the 2016 report also tees off a new round of enquiry with comparative figures on the nascent Australian superannuation transfer business. While KiwiSaver schemes picked up a relatively minor score of about $100 million off their Aussie cousins over the 12 months to March 31 this year (with just a trickle heading in the other direction), the trans-Tasman transfer sideline could be a significant source of future growth, particularly with the recent repatriation trend seeing Kiwis returning en masse from Australia.
The free IN NZ KiwiSaver report is available by clicking here.
The findings in ‘The front nine’ report are based on figures collected from the annual reports of 30 KiwiSaver schemes.
A complete set of the data in Excel spreadsheet form, covering member and funds under management trends; fees and expenses; investment returns; scheme transfers and other metrics, is available for a not-unreasonable fee of $260 plus GST ($299 including GST).
Please contact the author at david@investmentnews.co.nz or
ph +64 6 878 4295 for further details.