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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
RaboDirect 3.25  
Based on a $50,000 deposit
More Rates »
Cash PIE Rates

Cash Funds

Institution Rate 33% 39%
ANZ 0.75    -    -
ASB Bank 0.90    -    -
ASB Bank 1.05    -    -
ASB Bank 1.10    -    -
ASB Bank 1.15    0.18    -
ASB Bank 1.20    -    -
Heartland Bank 2.60    3.22    3.37
Nelson Building Society -    -    -
RaboDirect 1.75    1.81    1.89
SBS Bank 1.80    2.59    2.70
Westpac 0.55    0.57    0.59
Westpac 0.05    0.10    0.11
Westpac 2.75    2.83    2.96

Term Funds

Institution Rate 33% 39%
ANZ Term Fund - 90 days 2.60    3.01    3.14
ANZ Term fund - 12 months 3.25    3.64    3.80
ANZ Term Fund - 120 days 3.00    3.29    3.45
ANZ Term fund - 6 months 3.15    3.48    3.64
ANZ Term Fund - 150 days 3.00    3.39    3.55
ANZ Term Fund - 9 months 3.50    3.53    3.69
ANZ Term Fund - 18 months 3.30    3.64    3.80
ANZ Term Fund - 2 years 3.35    3.69    3.85
ANZ Term Fund - 5 years 3.60    3.85    4.02
ASB Bank Term Fund - 90 days 2.60    2.97    3.10
ASB Bank Term Fund - 6 months 3.20    3.49    3.65
ASB Bank Term Fund - 12 months 3.20    3.70    3.86
ASB Bank Term Fund - 18 months 3.20    3.75    3.92
ASB Bank Term Fund - 2 years 3.25    3.81    3.98
ASB Bank Term Fund - 5 years 3.55    3.97    4.14
ASB Bank Term Fund - 9 months 3.10    3.54    3.70
BNZ Term PIE - 120 days 3.00    -    -
BNZ Term PIE - 150 days 3.00    -    -
BNZ Term PIE - 5 years 3.60    -    -
BNZ Term PIE - 2 years 3.35    -    -
BNZ Term PIE - 18 months 3.30    -    -
BNZ Term PIE - 12 months 3.25    -    -
BNZ Term PIE - 9 months 3.25    -    -
BNZ Term PIE - 6 months 3.15    -    -
BNZ Term PIE - 90 days 2.60    -    -
Co-operative Bank PIE Term Fund - 6 months 3.20    -    -
Heartland Bank Term Deposit PIE - 12 months 3.40    3.79    3.96
Kiwibank Term Deposit Fund - 150 days 3.00    3.09    3.22
RaboDirect Term Advantage Fund - 12 months 3.40    3.50    3.65
RaboDirect Term Advantage Fund - 6 months 3.30    3.39    3.55
RaboDirect Term Advantage Fund - 90 days 2.85    2.93    3.06
Westpac Term PIE Fund - 150 days 2.80    3.08    3.22
Westpac Term PIE Fund - 120 days 2.70    3.13    3.27
Westpac Term PIE Fund - 18 months 3.20    3.58    3.75
Westpac Term PIE Fund - 12 months 3.20    3.58    3.75
Westpac Term PIE Fund - 6 months 3.00    3.38    3.53
Westpac Term PIE Fund - 9 months 3.10    3.44    3.60
Westpac Term PIE Fund - 90 days 2.50    2.82    2.95
Westpac Term PIE Fund - 2 years 3.25    3.85    4.02
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