Fund Manager News

AMP Capital have advised of some changes to the AMP Capital Responsible Investment Leaders (RIL) Global Shares Fund.   These changes are as a result of a strategic review of the underlying fund’s investment strategy, to improve portfolio diversification and resilience throughout different market cycles. Full details here >

"We are pleased to provide you with our annual report for the financial year ended 31 March 2018. Please click here to access the report. It provides information on how the Salt Investment Funds have performed overall and some changes that we’ve made. It has been a year where the pace of change in financial…

Is Value Investing Dead? Led by the FAANG (Facebook, Apple, Amazon, Netflix and Google), Technology stocks and growth investing are all the rage again. And they have profited from 30 golden years. So is this the end of value investing? Read the full article here >

When it comes to investing, there's no disputing that having a clearly defined plan in place can help you achieve your investment goals. Without a plan, it's easy to get distracted. You can end up trying to time the market, chasing performance and missing out on potential long-term returns. The Vanguard 2018 Index Chart shows…

It’s been a while since we added new funds, but over the next couple of months you will see a string of new funds and new managers available on InvestNow. Starting in September, we will expand the offering from Fisher Funds: Fisher Funds Conservative Fund “The Fisher Funds Conservative Fund is a diversified portfolio that…

Following on from last month, where we talked about the timeframes associated with buying and selling managed funds, and how they differed by fund and manager, this month we shall cover deposits and withdrawals. There are a few FAQs that are relevant to Deposits & Withdrawals: Clearance periods for deposits and withdrawals Cancelling transfers in/out…

If you’d like to set up a Children’s account we are here to help.  Just drop us an e-mail (contact@investnow.co.nz) with the details we need (see the Children’s Account FAQ). Like all investors, we will use the PIR rate for your child to ensure they are taxed at the correct rate for their PIE investments.…

The annual reports for Devon, Mint and Nikko have been published recently in InvestNow News.  Links for each are available below: Devon Funds Management Mint Asset Management Nikko AM

Fiscal Policy Outlook: Responsible Stimulus 17th August, 2018 There is growing coverage in the media that a slowing economy could force a fiscal tightening to stay within the government’s fiscal responsibility rules. There is little evidence that the market is concerned with this risk, with the New Zealand government bond yields trading below the US…

Monthly Review - July 2018 "Firstly, as our cover indicates, we have a three year anniversary to celebrate. Pathfinder's Global Property Fund now has 3 full years of history - and it's doing well. According to Morningstar our fund is: top in the global equity (real estate) category over 3 years the only fund in…

Life’s complicated for central bankers (unless you’re the Fed) 17 Aug, 2018, Bevan Graham, NZ Chief Economist - New Zealand "If you’re the decision making person/committee of any central bank other than the Fed, you must be looking with at least some degree of envy at the set of circumstances confronting the US Federal Open Market Committee…

Auckland and Christchurch Investment Seminars - September 20th Harbour Asset Management are hosting seminars at which Shane Solly, Portfolio Manager of Harbour’s Australasian Equity Focus Fund and Scott Berg, Portfolio Manager of the T Rowe Price Global Equity Growth Fund will talk about the outlook for equity markets here and globally. Shane and Scott will share…