New Zealand Funds Report

Kalkine, through its publication 'New Zealand Funds Report', endeavours to assess and rank mutual funds and exchange-traded funds (ETFs). The primary objective is to educate subscribers with valuable insights into diverse investment options while aiming to mitigate market volatility. This is achieved through a unique ranking methodology developed by a team of qualified in-house researchers. 

Introduction

New Zealand Funds Report employs a unique methodology crafted by a team of proficient in-house researchers to address market volatility. By categorizing mutual funds and exchange traded funds (ETFs) based on various market themes and ranking them from low to high, the report endeavours to offer a diverse selection of high-quality funds listed in New Zealand Stock Exchange for subscribers.

Given this backdrop, the report aims to incorporate a range of metrics to identify funds with higher alpha and a track record of historical annualized performance over three years, higher Sharpe ratio, and low total expense ratio, among other defined metrics. By considering these factors comprehensively, the report seeks to highlight funds that offer potential for better risk-adjusted returns while maintaining cost efficiency.

The report also analyses the fund's technical parameters using price charts. It identifies key support and resistance levels, trends (upward, downward, or sideways), and utilizes indicators like moving averages, RSI to evaluate momentum, volatility, and potential price movements.

Kalkine Fund Ranking Methodology

Source: Kalkine Group, Copyright © 2025 Krish Capital Pty. Ltd.