All

Last year the New Zealand funds management industry apparently experienced the financial equivalent of a religious conversion, switching en masse to the ‘socially responsible investment’ (SRI) persuasion. In less than 12 months, according to the Responsible Investment Association of Australasia (RIAA), the amount of NZ funds devoted to SRI jumped from $1.6 billion to about…

Each month we’d like to talk you through some of the key features of the InvestNow service, and the details behind the pages in the secure website. This month it’s the My Documents page. As the name suggests, this page contains the full range of documents available for your InvestNow account. The documents are filed…

As at the end of May this year Kiwis had more than $215 billion sitting around in bank deposits, according to Reserve Bank of New Zealand (RBNZ) statistics. That huge wad of cash – split between about $137 billion in term deposits and the remainder ‘on call’ – represents New Zealander’s single largest financial asset.…

As the range of funds on InvestNow continues to grow, we are conscious of making it easier for you to find the funds you are wanting to invest in. We’ve added some new filters to the Our range of funds page: Fund Manager (the name of the Fund Manager) Sector (by type of fund) Fee…

Each month we’d like to talk you through some of the key features of the InvestNow service, and the details behind the pages in the secure website. This month it’s the Holdings Page. As you’d gather from it’s name, the Holdings Page provides you with the detail behind your portfolio.  Aside from the current value…

This is the question: is active funds management worth the effort? As far back as 1609 William Shakespeare was mulling over the active/passive conundrum in one of the most famous passages from his Netflix mini-series, ‘Hamlet’ (working title: ‘CSI Copenhagen’). “Whether 'tis nobler in the mind to suffer The slings and arrows of outrageous fortune,”…

thesmartandlazy.com ETF and Index Fund are simple, low-cost and diversified investment option with a positive result in the long term. It plays an important part in my plan to achieve financial freedom by only do a few smart things and nothing much else. To put my money where my mouth is, over 90% of my investment are in…

Anthony Edmonds - InvestNow 12th June 2017 This is a great question, and one we receive often from our customers and prospective customers. If we assume that an investor has a tax rate of 33% for their FIF (Foreign Investment Fund) investments, and a PIR (Prescribed Investor Rate) of 28% for their PIE (Portfolio Investment Entity)…

Simplicity contacted us today, and told us that they were stopping InvestNow’s clients from being able to invest in their funds through InvestNow. Obviously, we are deeply disappointed with Simplicity’s decision, given the clear alignment between our goal to provide investors with the freedom to make choices that best suit their investment goals - this…

Our Roadmap We have a very healthy list of functionality enhancements lined up for the InvestNow service, but we thought we’d focus on a couple that we are receiving the most requests for: Regular Investment Plans Using a combination of direct debits, if needed, and set instructions for purchases of funds, you will be able…

InvestNow is not sitting still. During May we plan to add funds from Nikko Asset Management – taking our range of fund managers up to 10 and the number of funds to 39. The Nikko Asset Management funds we will be adding are: Nikko AM Core Equity Nikko AM Concentrated Equity Fund Nikko AM NZ…

InvestNow offers New Zealanders a new way to choose managed funds. We believe in the freedom of choice, having launched with a select range of managers and funds that provide relevant, compelling investment opportunities tailored for a NZ audience. InvestNow officially launched in March offering funds from AMP Capital, Harbour Asset Management, Mint Asset Management, Russell…