Financial Asset Investing in New Zealand - Industry Research Report

Volatile asset: A weak sharemarket and global uncertainty have returned high revenue volatility

The Financial Asset Investing industry's revenue is largely dictated by the performance of domestic and international financial markets. Volatility in global financial markets due to the pandemic and the Russia-Ukraine conflict have contributed to a decline in confidence. Industry revenue is expected to fall at an annualised 5.5% over the five years through 2027-28, to total $28.2 billion. This trend includes an anticipated decline of 1% in the current year.

The industry consists of trusts that primarily invest money on their own account in predominantly financial assets, including mortgages. The industry also includes investment-type unit trusts that hold financial assets. The funds of unlisted and listed property unit trusts and units providing benefits through superannuation funds are excluded from the industry.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.