• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to secondary sidebar
  • Skip to footer
  • Subscribe
  • Twitter
  • RSS Feed

Investment News NZ

Investment News provides financial advisers news stories from the financial industry in New Zealand. Subscribe to our free weekly newsletter.

  • Home
  • News
  • Kiwisaver
  • Subscribe
  • About
  • Advertise
  • Contact
You are here: Home / Keeping score with KiwiSaver: new market report released

Keeping score with KiwiSaver: new market report released

kiwisaverDuring 2016 KiwiSaver leapt to top ranking by size in the New Zealand retail investment sector – a position it is unlikely to relinquish any time soon.

KiwiSaver is growing FUM at twice the rate of the broader NZ retail funds market with the scheme assuming a greater influence on local capital markets with providers increasingly diversifying into offshore assets.

Since teeing off in July 2007, the quasi-compulsory retirement savings regime has rapidly grown to accommodate over 2.6 million members – or more than half the current population of New Zealand – with funds under management (FUM) pushing above $35 billion.

And Investment News NZ (IN NZ) publisher, David Chaplin, has been compiling comprehensive data on KiwiSaver competitors since day one. The latest IN NZ KiwiSaver report, titled ‘The front nine’, continues the rolling coverage of a sector barely recognisable from the 2007 starting field.

After nine rounds the KiwiSaver competition has been whittled down from more than 50 at its peak to just 30 players – a figure that has sunk further following the collective scheme reporting date of March 31 this year.

Based on data contained in those 30 schemes’ annual reports, ‘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 report plus a complete set of the data in Excel spreadsheet form is available for a not-unreasonable fee of A$285, with the results covering:

  • Members
  • funds under management trends;
  • fees and expenses;
  • investment returns;
  • scheme transfers;
  • and, other metrics.

Historical data is also available for purchase by negotiation.

Payment is by bank transfer or credit card.

Please contact the author at david@investmentnews.co.nz or

ph +64 6 878 4295 for further details.

 

Primary Sidebar

WEEKLY NEWSLETTER

Sign up here to receive our weekly newsletter.
Learn More »

Most Recent Investment News

New Salt suite to spice up fund mix

January 17, 2021

Wealth head quits ASB for Tower job; Platinum loses Asia manager; Matterson moves from Milliman

January 17, 2021

Westpac follows ANZ with Northern Trust mandate…

January 17, 2021

… as Trust Management wins over another senior BT investment hand

January 17, 2021

Capital ventures into BlackRock’s ETF territory

January 17, 2021

Search by Keyword

Investment News

  • New Salt suite to spice up fund mix January 17, 2021
  • Wealth head quits ASB for Tower job; Platinum loses Asia manager; Matterson moves from Milliman January 17, 2021
  • Westpac follows ANZ with Northern Trust mandate… January 17, 2021
  • … as Trust Management wins over another senior BT investment hand January 17, 2021
  • Capital ventures into BlackRock’s ETF territory January 17, 2021
  • Fresh CIO role as South Pacific aims for co-investments January 17, 2021
  • Lessons from 2020: don’t stop thinking about tomorrow January 17, 2021
  • SSGA to push big firms on ESG, stays mum on merger January 17, 2021
  • Low-carbon switch: why electric future turns on listed infrastructure investor January 17, 2021
  • Bitcoin: the nonsensical asset that makes sense for the times January 17, 2021

Investment News Archive

Most Popular Articles

  • Westpac NZ flags retail advice sale to Forsyth Barr posted on October 19, 2020
  • NZ share-trading splurge could trigger tax alarms… posted on October 5, 2020
  • The horror year in technicolour: free KiwiSaver 13 report released posted on September 30, 2020
  • Flint set to spark platform competition posted on August 17, 2020
  • Four to the core: Smartshares to expand, rearrange and reprice ETFs posted on June 22, 2020
  • Kitset KiwiSaver scheme set to unwrap in spring posted on April 27, 2020
  • Funds eye bargains, self-shoppers hoard cash, KiwiSavers turn conservative posted on March 15, 2020
  • AMP Capital NZ chief quits amid equities exodus offshore posted on August 28, 2020

Sponosored Content

David-Boyle

On the industry play-list: four chart-topping regulations for 2021

David-Boyle

Charge of the lite (advice) brigade

Nathan Field

Pandemic Baby Boom a Bust

Star-date 2020: it’s inflation Jim but not as we know it

Quick-links to Popular News

  • FAP Compliance
  • Coronavirus
  • New Appointments
  • Financial Markets Authority (FMA)
  • Kiwisaver
  • Climate Change
  • Crypto Currency
  • Blockchain
  • Insurance

Secondary Sidebar

Recent News

  • New Salt suite to spice up fund mix January 17, 2021
  • Wealth head quits ASB for Tower job; Platinum loses Asia manager; Matterson moves from Milliman January 17, 2021
  • Westpac follows ANZ with Northern Trust mandate… January 17, 2021
  • … as Trust Management wins over another senior BT investment hand January 17, 2021
  • Capital ventures into BlackRock’s ETF territory January 17, 2021
  • Fresh CIO role as South Pacific aims for co-investments January 17, 2021
  • Lessons from 2020: don’t stop thinking about tomorrow January 17, 2021
  • SSGA to push big firms on ESG, stays mum on merger January 17, 2021
  • Low-carbon switch: why electric future turns on listed infrastructure investor January 17, 2021
  • Bitcoin: the nonsensical asset that makes sense for the times January 17, 2021

Footer

Copyright ©2020 InvestmentNews.co.nz — All Rights Reserved ·— Terms & Conditions