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Articles tagged with 'FundSource'

FundSource finally sold, but competition for research heating up

7 June 2019 - The new owner of FundSource, Zenith Investment Partners plans to continue with the fund manager of the year awards, but others are looking at the research market.

FundSource finally sold - Sort of

23 May 2019 - The NZX has finally announced a sale of its fund management research business FundSource to an Australian company - however the deal is still conditional.

Fundsource sale imminent

12 March 2019 - An announcement on the future of Fundsource is believed to be imminent.

Unlisted property funds get AA rating

18 September 2018 - Tauranga-based Property Managers Group has received “AA" recommended ratings for two of its investment funds by independent investment research house...

Picking Winners

12 September 2018 - For a more in-depth look at the FundSource Fund Manager of the Year Awards and how winners decided, we have Chief Judge, Darren Howlin in the Good Returns TV studio to explain the process.

'Interested parties' see potential to grow FundSource: NZX

3 September 2018 - The NZX is working with “several” parties on the sale of its funds management research business, FundSource.

[The Wrap] Feel good week; Celebrating success in financial services

1 September 2018 - Looking back over the past week there's a lot of good things to celebrate. Here's my wrap on the week that was.

Nikko claims top award [+ VIDEO]

30 August 2018 - Nikko Asset Management has marched to the top the FundSource Fund Manager of Year Awards, taking out the top gong as well as two important categories.

[The Wrap] The future of research; New groups coming; Milking big returns

24 August 2018 - Who will research managed funds in the future? That's a question which is live right now. Meanwhile, there's lots happening amongst the groups now that FSLAB is getting closer. 

Fund manager research: Where to from here?

24 August 2018 - [UPDATED] New Zealand's investment research landscape lacks options for advisers, and the situation could be about to get worse. (Includes status of Research IP contract0

FundSource adds Oyster to its research menu

26 February 2018 - Oyster Group’s Direct Property Fund is the first unlisted direct property fund in New Zealand to be given an ‘AA’ rating by FundSource. The fund...

Fiducian offers something a bit different

16 November 2017 - India and IT are two solid investment opportunities perfectly positioned for future growth, says Indy Singh, managing director of Fiducian Investment Management.

Why India and Tech funds count

16 November 2017 - Sydney-based manager Fiducian Asset Management took out a first and second place in the recent FundSource Fund Manager of the Year Awards. Managing Director Indy Singh joins Philip Macalister to talk about these winning funds.

Top fund managers recognised

11 September 2017 - The annual FundSource Awards recognise the top performing fund managers in New Zealand. Chief judge Darren Howlin tells Good Returns TV about this year’s competition.

GRTV Ep4: How top fund managers are picked; the growing importance of Responsible Investing

9 September 2017 - ...

Fund Source surprises with awards

30 August 2017 - There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.

Qualitative reports 'class advice'

10 July 2017 - Research provider FundSource will be able to deliver its reports direct to retail investors, now that they are classified as financial advice.

FundSource hands top gong to Fisher Funds

26 October 2016 - Fisher Funds has taken the top prize at this year’s FundSource Fund Manager of the Year awards.

October launch for FundSource reports

19 October 2016 - FundSource will publish the first round of qualitative research reports under its new structure,  after its awards, to be held on October 26.

FundSource announces new research partnership

23 October 2015 - Fundsource has informed its clients that it has entered a new strategic partnership to resume qualitative research.

KiwiSaver drives managed funds lift

8 May 2015 - Growth in retail funds under management was concentrated in KiwiSaver funds in the first quarter of this year, FundSource research shows.

Stanley steps down

1 May 2015 - NZX head of exchange products and FundSource boss Sam Stanley has confirmed he is standing down from his role but says the move was not prompted by the research house’s recent decision to drop qualitative research.

Fund research options disappear for AFAs

28 April 2015 - News that FundSource has all but closed down its research operations in New Zealand spells bad news for AFAs.

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.19 4.19 4.25 4.49
ANZ Special - 3.69 3.75 3.99
ASB Bank 5.20 4.25 4.19 4.39
ASB Bank Special - 3.75 3.69 3.89
BNZ - Classic - 3.69 3.75 3.99
BNZ - Mortgage One 5.90 - - -
BNZ - Rapid Repay 5.35 - - -
BNZ - Std, FlyBuys 5.30 4.45 4.35 4.55
BNZ - TotalMoney 5.30 - - -
Credit Union Auckland 5.95 - - -
Credit Union Baywide 6.15 4.95 4.95 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.80 4.95 -
Housing NZ Corp 5.19 4.29 4.29 4.49
HSBC Premier ▼5.79 ▼3.65 ▼3.69 ▼3.85
HSBC Premier LVR > 80% - - - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.65 3.85 3.95 3.89
Kiwibank 5.80 4.30 4.40 4.74
Kiwibank - Capped - - - -
Kiwibank - Offset 5.15 - - -
Kiwibank Special - 3.55 3.65 3.99
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 5.70 4.69 4.79 -
Resimac 5.30 4.86 4.14 4.19
RESIMAC Special - - - -
SBS Bank 5.29 4.85 5.05 5.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - ▼3.69 ▼3.69 3.99
Sovereign 5.30 4.35 4.29 4.55
Sovereign Special - 3.85 3.75 4.05
The Co-operative Bank - Owner Occ 5.15 3.79 3.84 3.99
The Co-operative Bank - Standard 5.15 4.29 4.34 4.49
TSB Bank 6.09 4.65 4.59 4.85
TSB Special 5.29 3.85 3.79 4.05
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.34 4.69 4.79 5.19
Westpac - Offset 5.34 - - -
Westpac Special - 3.69 3.75 3.99
Median 5.50 4.29 4.25 4.19

Last updated: 26 August 2019 9:14am

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