For Authorised Financial Advisers and Fund Managers

We understand there is increasing regulation requirements for advisers to have more information available. This is why FundSource offer advisers sources of information through our website, Investor Hub, Analytics and Industry Reports.

FundSource Website

We provide general managed fund information and articles through our website.

Investor Hub

Through our Investor Hub platform (powered by FE) FundSource provide financial advisers and retail investors ready access to quality managed fund information that will add value to financial advisory service.

What does Investor Hub give you access to?

Investor Hub allows subscribers to review New Zealand fund data online. It includes a configurable platform, with flexible and collaborative templates, bespoke filters and interactive performance and breakdown charts.

FE Analytics

FE Analytics is an award-winning online fund research and monitoring tool that provides comprehensive fund and market data analysis for advisors and analysts. It provides market leading ratings and performance analysis via modeling, analytical, reporting and presentation tools.

Industry Reports

We publish industry reports which look at various trends on a quarterly and annual basis. This can be a great tool to stay aware of competitors and the broader market. These publications can be subscribed to separately or bought from the FundSource website.

Monthly Performance Tables

Produced monthly and include FundSource’s star ranking, fund size, exit prices and a summary of returns for the past month, 3 months and 1, 2, 3 and 5 years

Quarterly Reports

Total Funds Under Management – a quarterly survey of New Zealand wholesale and retail managed funds, industry trends and market composition, including historic and total funds under management by client type, asset class and company

Market Share – this is a quarterly survey of New Zealand’s retail managed funds, industry trends and market composition. It includes historical and current fund sizes, growth and market shares, and net fund flows and net funds under management

Research