Fund Manager News

We recently asked customers which Smartshares funds they would most like added to the range available on InvestNow. Bringing the range we offer from Smartshares up to 12, there were five clear favourites and we are really pleased to announce that these are available now, for you to add to your InvestNow portfolio: Emerging Markets Fund…

Commentator - Jack Lowenstein, Morphic’s Managing Director & Joint CIO Q: What are the dangers for consumers in investing in products that don’t have arm’s length custody arrangements?  A: We believe strongly that investors should ensure there are arms’ length custody arrangements at all levels of the investment process. We take great care that this…

We recently spoke to Nigel Keats, of Connectworks, about how trusts use their platform to help achieve their compliance obligations.  Here is what he had to say: “Trusts are commonly used in New Zealand as a means of asset protection and succession planning. There are potential tax benefits under some circumstances too. But while settlors…

5 March 2019 - Greg Fleming, Head of Investment Strategy February saw a continuation of world equity markets’ rebound, with volatility falling and growth assets stronger across the board, as the impact of a lower global interest rate path takes hold. Greg Fleming talks through the drivers behind this and why lifting our exposure to growth…

March 2019 Please see the links below for your fund fact sheets for February 2019 RIML Global Bond Fund  Russell Investments Global Opportunities Fund Russell Investments Global Opportunities Fund $NZ hedged Russell Investments Global Fixed Interest Fund Russell Investments Global Shares Fund Russell Investments Hedged Global Shares Fund Russell Investments NZ Fixed Interest Fund Russell Investments…

In this month's Fact Sheet, we cover the following: The India Avenue Equity Fund was up 2.7% in February, (despite geopolitical events) bouncing back after a difficult 2018 Investment in renewable energy projects is growing rapidly as the Indian Government promotes sustainability of the country's ever growing consumption of energy Our current portfolio positioning in terms of top 10…

March 20 2019 WHAT CAN BE SAID ABOUT MARKETS NEARING THE END OF Q1 2019? So far, 2019 is in line with what we were expecting at the beginning of the year. We reiterate we were more surprised with the selloff in December 2018 than the rally in 2019. The two-month 10.5% (in USD) rally…

Richard Lawrence - Senior Vice President, Portfolio Management March 19 2019 It was a head-spinning week in the U.K. where three significant votes took place in Parliament, along with several arguably less important amendment votes along the way also. To recap the key votes: On Tuesday, March 12, Prime Minister Theresa May’s Brexit deal with the…

Media Release - 19th March 2019 New Zealand’s biggest direct-to-consumer managed funds platform, InvestNow, has added five index products to its range in response to customer demand. Mike Heath, InvestNow general manager, says the platform took on the five exchange-traded funds (ETFs) offered by the NZX-owned Smartshares following a client survey. “We already had seven…

March 8 2019 The Harbour Outlook summarises recent market developments, what we are monitoring closely and our key views on the outlook for fixed interest, credit and equity markets. Key points Share markets continued their new year rally, aided by positive noises from trade negotiations and further dovish rhetoric from the US Federal Reserve (the…

Feb 2019 Here are the February 2019 Fund Factsheets for the: Salt NZ Dividend Appreciation Fund Salt Enhanced Property Fund.

March 4 2019 Following up on a recent visit to Australian and New Zealand, Jack McIntyre, Portfolio Manager for Brandywine Global penned the attached commentary which I hope you find helpful as we watch some of the key Geo-political issues near their end. "... The topic of US - China trade tensions has been at the…