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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

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