Master Trust Survey

The EriksensGlobal Master Trust Survey reports on the performance of the leading New Zealand wholesale (employer) investment funds.  Master trusts give smaller employers a cost-effective way of providing their employees with access to superannuation. The survey is updated at the end of every calendar quarter.

If you wish to receive a copy of this survey regularly or have other comments about it please email us.

Complete past surveys in pdf format and partial past surveys (which exclude our commentary) in Excel format may be downloaded from the links below.

 

Complete Surveys – Results and Commentaries – pdfs

2015 Q1 Q2 Q3 Q4
2016 Q1 Q2 Q3 Q4
2017 Q1 Q2 Q3 Q4
2018 Q1 Q2 Q3 Q4
2019 Q1      
         

 

Survey Results Only – Excel Format

2015 Q1 Q2 Q3 Q4
2016 Q1 Q2 Q3 Q4
2017 Q1 Q2 Q3 Q4
2018 Q1 Q2 Q3 Q4
2019 Q1      

 

All funds in our Master Trust Survey are PIE compliant and are shown net of all fees, expenses and taxed at the highest marginal tax rate of 28%.