New Zealand Retail Funds increase by NZ$24.1bn in June 2026

Retail Managed Funds jumped 9.3% in the June quarter to NZ$283.9bn while over the whole of the 2025/26 financial year they finished up 20.2%. The main KiwiSaver and Unit Trusts & Managed Funds markets increased by 16.7% and 28.0% while the much smaller Other Super and Investment Bond sub-markets also finished higher up 2.2% and 5.1% respectively. Most companies saw increases in their Retail business with in particular double digit growth rates being posted by Milford (30.5%), ASB (18.3%), BT / Westpac (13.8%), NZX/Smartshares (11.8%), AMP (13.7%), FundRock (52.6%), Simplicity (34.1%) and FirstCape (14.1%).

Gross annual Inflows to June totalled NZ$67.4bn up by a quarter or 25.1% year on year. All of the leading players recorded higher Inflows with some of the biggest percentage jumps reported by Kernel (128.6%), FundRock (55.1%), Milford (50.5%), Simplicity (48.0%) and Generate (46.7%).

Source: Plan For Life

Download Media Release: PFL Media Release - New Zealand Jun26