Products

FundSource Products

FundSource is New Zealand's leading investment research house, supplying analysis to financial planners and fund managers since 1987. FundSource provides comprehensive research conducted on New Zealand and Australian managed funds available to New Zealand investors including prices, performances and general fund information, including KiwiSaver Schemes.

Phone (64) 4 496 2870 or email fundsource@fundsource.co.nz for further information.

Asset Class Performance Report

This report is a comprehensive research paper comparing investment results in different assets over varying time horizons. It provides 10 and 20 year comparisons of investments in managed funds, property (both residential and investment), domestic and international shares, both corporate and government bonds available to NZ investors.

Delivery: Ad hoc publication

FundSource Conference

FundSource holds an annual day with leading professional investment managers presenting their perspectives and strategies for financial advisers, focussed on current market issues and investment opportunites. Structured CPD hours are available for attendance at this one day conference to authorised financial advisers.

Delivery: Conference

FundSource Investment Viewer

FundSource's research platform is updated regularly with over 700 funds available to NZ investors, incorporating fund prices, fund sizes, industry reports. The platform includes weekly fund prices, monthly performance statistics, fund profiles with performance graphs and asset allocation, quantitative and qualitative ratings on funds, monthly Newsbrief, and quarterly Investment Strategy reports. It also provides analytical tools such as risk / return graphs for comparison when modelling and reporting for clients.

Delivery: Software application

Industry Trends and Market Composition (Retail)

FundSource delivers a quarterly survey of the New Zealand Managed Funds Industry - both wholesale and retail. This report details historic and total funds under management, including by client type, by asset class and by company.

Delivery: Annual subscription

Industry Trends and Market Composition (Retail and Wholesale)

This report details historical and current fund size, growth and market share, including net funds flow and net funds under management

Delivery: Annual subscription

Investment Strategy Briefing

FundSource provides a quarterly report covering economic news and market updates, with economic commentary plus a topic in focus. The report includes a summary of key indices and market indicators with current and historical information.

Delivery: Software application

KiwiSaver Survey

FundSource Kiwisaver report provides a quarterly consolidated view of the KiwiSaver Schemes available to NZ members. The report highlights similarities and differences in performances of KiwiSaver Conservative (including Default), Balanced, Growth, and Equity funds with the five main classes of funds flow plus asset allocation.

Delivery: Annual subscription

Managed Funds Monthly Report

FundSource updates monthly news as a reference for changes in the managed funds industry in New Zealand. Topical industry news including tax, regulation, compliance plus changes in funds, people and FundSource qualitative fund recommendations are delivered via Investment Viewer.

Delivery: Software application