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Investment News

Fund Manager League Table

Friday, August 31st 2001, 11:30AM
Find out who is winning the race for funds under management in the period to June 30, 2001.

Net Assets $m

30.06 - 31.03 change $m

Rank
Manager Name

June-01

Mkt Share

Mar-01

Total

$m Growth

$m Funds Flow

1
ASB/Col FS*^

2403.2

13.9

2316.3

86.90

-5.90

92.8

2
AMP

1892.9

10.9

1832.2

60.70

28.10

32.6

3
Tower Managed Funds*

1843.7

10.6

1836.5

7.20

22.00

-14.8

4
NZ Funds Management#

1553.0

9.0

1393.2

159.80

92.50

67.3

5
WestpacTrust

1484.5

8.6

1414.3

70.20

-2.50

72.7

6
BNZ

1347.6

7.8

1342.1

5.50

12.40

-6.9

7
Armstrong Jones

1266.6

7.3

1262.2

4.40

12.70

-8.3

8
Royal &SunAlliance+

983.1

5.7

976.0

7.10

10.20

-3.1

9
AXA

807.6

4.7

816.8

-9.20

8.30

-17.5

10
ANZ

725.7

4.2

652.1

73.60

7.60

66.0

11
BT Funds Management#

659.3

3.8

632.8

26.50

10.40

16.1

12
Guardian Trust

580.5

3.3

568.3

12.20

5.20

7.0

13
National Bank

367.6

2.1

352.9

14.70

11.20

3.5

14
Public Trust

256.1

1.5

261.2

-5.10

0.90

-6.0

15
Macquarie

243.5

1.4

233.8

9.70

0.00

9.7

16
Perpetual Trust

229.1

1.3

228.6

0.50

0.40

0.1

17
Equitable

192.6

1.1

187.6

5.00

1.60

3.4

18
Forsyth Barr

98.9

0.6

102.1

-3.20

1.20

-4.4

19
Fisher

84.6

0.5

73.9

10.70

3.10

7.6

20
NZ Rural Property

69.9

0.4

69.9

0.00

0.00

0.0

21
SBS

63.7

0.4

66.7

-3.00

1.00

-4.0

22
UDC

37.9

0.2

37.9

0.00

0.00

0.0

23
Fidelity

33.5

0.2

33.2

0.30

0.20

0.1

24
Coronet

27.7

0.2

26.7

1.00

2.70

-1.7

25
JB Were

23.0

0.1

22.4

0.60

1.90

-1.3

26
Affinity

15.6

0.1

10.7

4.9

1.9

3.0

27
HCM Global

14.4

0.1

15.5

-1.10

-0.80

-0.3

28
NS Share Index Trust

11.4

0.1

11.4

0.00

0.40

-0.4

29
Waltus

9.4

0.1

9.8

-0.40

0.00

-0.4

30
Countrywide

7.9

0.0

8.2

-0.30

0.10

-0.4

31
UPC

3.5

0.0

3.3

0.20

0.10

0.1

32
Dresdner RCM

3.4

0.0

3.5

-0.10

0.00

-0.1

33
AGC

0.8

0.0

0.8

0.00

N.Ap

N.Av

34
Dorchester

0.4

0.0

3.5

-3.10

-3.00

-0.1

35=
CIGNA

0.0

0.0

0.0

0.00

N.Ap

N.Av

35=
FCMI 

0.0

0.0

0.0

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

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Today's Best Bank Rates
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Based on a $50,000 deposit
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Cash PIE Rates

Cash Funds

Institution Rate 33% 39%
ANZ 0.10    0.10    0.11
ASB Bank 0.40    0.41    0.42
ASB Bank 0.55    0.59    0.56
ASB Bank 0.60    0.61    0.64
ASB Bank 0.65    0.66    0.69
ASB Bank 0.70    0.72    0.75
Heartland Bank 2.50    2.59    2.70
Nelson Building Society 3.75    3.90    4.08
RaboDirect 1.50    1.55    1.62
SBS Bank 1.80    1.86    1.94
TSB Bank 1.60    1.64    1.71
Westpac 0.35    0.36    0.38
Westpac 0.05    0.05    0.05
Westpac 2.60    2.67    2.79

Term Funds

Institution Rate 33% 39%
ANZ Term Fund - 90 days 2.60    2.67    2.79
ANZ Term fund - 12 months 3.35    3.45    3.60
ANZ Term Fund - 120 days 3.00    3.09    3.22
ANZ Term fund - 6 months 3.30    3.45    3.60
ANZ Term Fund - 150 days 3.25    3.34    3.49
ANZ Term Fund - 9 months 3.60    3.70    3.87
ANZ Term Fund - 18 months 3.60    3.70    3.87
ANZ Term Fund - 2 years 3.80    3.85    4.02
ANZ Term Fund - 5 years 4.20    4.27    4.47
ASB Bank Term Fund - 90 days 2.60    2.67    2.79
ASB Bank Term Fund - 6 months 3.20    3.29    3.43
ASB Bank Term Fund - 12 months 3.20    3.33    3.48
ASB Bank Term Fund - 18 months 3.50    3.65    3.81
ASB Bank Term Fund - 2 years 3.65    3.81    3.98
ASB Bank Term Fund - 5 years 4.10    4.28    4.48
ASB Bank Term Fund - 9 months 3.60    3.75    3.92
BNZ Term PIE - 120 days 3.00    -    -
BNZ Term PIE - 150 days 3.30    3.38    3.53
BNZ Term PIE - 5 years 3.70    3.86    4.04
BNZ Term PIE - 2 years 3.75    3.91    4.09
BNZ Term PIE - 18 months 3.50    3.65    3.81
BNZ Term PIE - 12 months 3.25    3.38    3.53
BNZ Term PIE - 9 months 3.60    3.75    3.92
BNZ Term PIE - 6 months 3.15    3.28    3.42
BNZ Term PIE - 90 days 2.75    2.82    2.95
Co-operative Bank PIE Term Fund - 6 months 3.40    -    -
Heartland Bank Term Deposit PIE - 12 months 3.40    3.53    3.69
Heartland Bank Term Deposit PIE - 6 months 3.30    3.43    3.58
Heartland Bank Term Deposit PIE - 9 months 3.70    3.85    4.02
Heartland Bank Term Deposit PIE - 18 months 3.30    -    -
Heartland Bank Term Deposit PIE - 2 years 3.30    3.43    3.58
Heartland Bank Term Deposit PIE - 5 years 3.70    3.85    4.02
Kiwibank Term Deposit Fund - 150 days 3.00    3.08    3.22
RaboDirect Term Advantage Fund - 12 months 3.40    3.50    3.65
RaboDirect Term Advantage Fund - 6 months 3.50    3.60    3.76
RaboDirect Term Advantage Fund - 90 days 2.85    2.93    3.06
Westpac Term PIE Fund - 150 days 2.80    2.88    3.00
Westpac Term PIE Fund - 120 days 3.30    3.38    3.53
Westpac Term PIE Fund - 18 months 3.20    3.29    3.43
Westpac Term PIE Fund - 12 months 3.40    3.49    3.65
Westpac Term PIE Fund - 6 months 3.35    3.44    3.60
Westpac Term PIE Fund - 9 months 3.10    3.17    3.32
Westpac Term PIE Fund - 90 days 2.50    2.56    2.67
Westpac Term PIE Fund - 2 years 3.70    3.79    3.96
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