Fund Manager News

28th May - Emily Woodland, Co-Head of Sustainable Investment, Listed Equities Hong Kong, China Welcome to the Environmental, Social and Governance (ESG) Wrap, where our team shares the latest ESG issues and their implications for investors. Watch our video on managing water-related risks in portfolios.

7th June - Greg Fleming (Head of Investment Strategy) The past month was relatively weak across global asset classes, following a string start to the year. Escalating trade tensions between the US and China remain a drag on markets, but closer to home Australia and New Zealand showed resilience. A stimulatory interest rate environment, lower…

The aim of the Fund is to achieve absolute returns in excess of the MSCI All Country World Net Index in NZD (the Index) over the investment cycle (typically 3-5 years). The Fund invests in the Antipodes Global Fund – Long – UCITS, S Class (Underlying Fund) and cash or cash equivalent securities. The Underlying Fund’s investment…

Commentator - Fiona Lintott, Director Client and Investor Services, Russell Investments Q1:  What is your view on spreads – should retail funds have buy/sell spreads and why/why not? All Russell Investment Management Limited Funds apply buy-sell spreads. A buy-sell spread is expressed as a percentage of the value of the application or withdrawal. The buy-sell…

Commentator - Ainsley McLaren, Executive Director Summary Harbour Investment Funds (Harbour Funds, or Funds) are all priced on a daily basis.  The unit price is calculated by valuing all the assets and liabilities of the Fund every day and is therefore the value of the Fund’s net assets per unit. Each Harbour Fund applies the…

Commentator - Rebekah Swan - ESG Investment Specialist, NZ / Client Advocate / Head of Product Q1:  What is your view on spreads – should retail funds have buy/sell spreads and why/why not? There is a real cost of buying and selling securities for a fund. If there is no buy/sell spread then it means…

May 2019 Please see the links below for your fund fact sheets for April 2019 RIML Global Bond Fund Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Listed Infrastructure Fund $NZ hedged Russell Investments NZ Fixed Interest Fund Russell Investments NZ Shares Fund

April 2019 Market Commentary In the year to date, the NZ equity market has returned a quite remarkable 14% which is well ahead of any rational expectation. Having said that, we also shouldn’t be surprised that in a world hungry for yield, then good quality companies which can offer earnings growth above 5% p.a. and…

April 2019 The India Avenue Equity Fund's fact sheet for the month ending April 2019 is now available for you to download. In this month's Fact Sheet: The largest national election in history has been taking place over the last few weeks with 900m people eligible to vote. We update our readers on page 2 on what's…

Frank Jasper - Chief Investment Officer 06 May, 2019 I hate to admit it but I am more than a couple of seasons behind in Game of Thrones. Last time I watched I am pretty sure that the story went something like this; amass lots of resources, attack your enemies with your superior strength and assume…

Ashley Gardyne - Senior Portfolio Manager — International Shares 23 May, 2019 Want a superior investment? Look for a company with a superior customer value proposition The social media, online advertising and digital payments industries are growing rapidly and continuously evolving. On my trip to the US earlier this month, I had the chance to attend…

Harry Smith - Senior Investment Analyst 23 May, 2019 Growing up in rural Horowhenua our closest store for bread, butter and milk was the local Four Square. The store offered convenience (with the closest supermarket more than 10km away in Levin), but with that convenience came higher prices. A quick check on the company’s website shows…