tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Saturday, December 21st, 2:19PM

Investments

rss
Investment News

Fund Manager League Table

Find out who is winning the race for funds under management in the period to September 30, 2001.

Friday, December 7th 2001, 11:42AM

Net Assets $m

30.09 - 30.06 change $m

Rank
Manager Name

Sept-01

Mkt Share

Jun-01

Total

$m Growth

$m Funds Flow

1
AMP*

2680.44

15.22

3782.70

-1102.26

-1119.96

17.70

2
ASB/Col FS*^

2378.90

13.51

2167.00

211.90

192.70

19.20

3
Tower Managed Funds*

1810.2

10.28

1844.6

-34.40

-78.20

43.80

4
WestpacTrust

1463.30

8.31

1484.50

-21.20

-68.60

47.40

5
NZ Funds Management#

1429.50

8.12

1524.90

-95.40

-141.00

45.60

6
BNZ

1297.60

7.37

1347.60

-50.00

-38.50

-11.50

7
Armstrong Jones

1187.80

6.75

1266.60

-78.80

-34.40

-44.40

8
Royal &SunAlliance+

905

5.14

983.40

-78.40

-54.60

-23.80

9
AXA

763.20

4.33

807.60

-44.40

-33.40

-11.00

10
ANZ

703.60

4.00

725.70

-22.10

-10.50

-11.60

11
BT Funds Management#

625.60

3.55

659.30

-33.70

-45.50

11.80

12
Guardian Trust

561.50

3.19

580.50

-19.00

-18.70

-0.30

13
National Bank NZ

374.70

2.13

367.60

7.10

-19.60

26.70

14
Macquarie

255.50

1.45

243.50

12.00

0.00

12.00

15
Public Trust

243.90

1.39

256.10

-12.20

-4.00

-8.20

16
Perpetual Trust

229.50

1.30

229.10

0.40

-0.90

1.30

17
Equitable

203.40

1.16

192.60

10.80

1.60

9.20

18
Forsyth Barr

88.20

0.50

98.90

-10.70

-4.60

-6.10

19
Fisher

86.00

0.49

84.60

1.40

-4.10

5.50

20
NZ Rural Property

69.90

0.40

69.90

0.00

0.00

0.00

21
SBS

60.00

0.34

63.70

-3.70

-0.60

-3.10

22
UDC

37.90

0.22

37.90

0.00

0.00

0.00

23
Fidelity

32.80

0.19

33.50

-0.70

-1.80

1.10

24
Coronet

21.20

0.12

27.70

-6.50

-5.10

-1.40

25
JB Were

20.10

0.11

23.00

-2.90

-0.90

-2.00

26
CIGNA

19.90

0.11

19.90

0.00

0.00

0.00

27
HCM Global

13.70

0.08

14.40

-0.70

-0.20

-0.50

28
Affinity

12.90

0.07

15.60

-2.70

-2.50

-0.20

29
NS Share Index Trust

10.30

0.06

11.40

-1.10

-1.30

0.20

30
Waltus

9.70

0.06

9.40

0.30

0.20

0.10

31
Countrywide

7.50

0.04

7.90

-0.40

0.00

-0.40

32
UPC

3.30

0.02

3.50

-0.20

0.00

-0.20

33
Dresdner RCM

2.70

0.02

3.40

-0.70

-0.10

-0.60

34
Dorchester

0.30

0.00

0.40

-0.10

-0.10

0.00

35
AGC

0.20

0.00

0.30

-0.10

N.Ap

N.Av

36
FCMI

0.00

0.00

0.00

0.00

0.00

0.00

37
Warburg Dillon Read 

0.00

0.00

0.00

0.00

N.Ap

N.Av

* Includes assets invested in listed managed investments
# Includes assets and net investment flows from mastertrusts
+ Includes assets of Guardian trsut and Guardian Assurance
^Includes assets of ASB, Colonial, Colonial First State, Jacques Martin, Sovereign and Metropolitan Life

Source - Morningstar

« Succession planning: Selling to managersKing builds an empire »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend

Good Returns Investment Centre is brought to you by:

Subscribe Now

Keep up to date with the latest investment news
Subscribe to our newsletter today

Edison Investment Research
  • Patria Private Equity Trust
    20 December 2024
    High liquidity and solid long-term track record
    Patria Private Equity Trust’s (PPET’s) distributions from its primary fund investments have increased recently, supported by a revival in private...
  • Deutsche Beteiligungs
    18 December 2024
    Strengthened balance sheet for new opportunities
    Deutsche Beteiligungs (DBAG) reported an 8.5% NAV total return (TR) in FY24 (to end-September 2024), supported by positive movements in valuation multiples,...
  • Templeton Emerging Markets IT
    12 December 2024
    Solid upward performance trend is encouraging
    Templeton Emerging Markets Investment Trust’s (TEMIT’s) co-managers, Chetan Sehgal (lead manager) and Andrew Ness, are encouraged by a solid...
© 2024 Edison Investment Research.

View more research papers »

Today's Best Bank Rates
Rabobank 5.25  
Based on a $50,000 deposit
More Rates »
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com