Investment Portfolio Management Questions

Buy/Sell spreads When you buy or sell units in a fund, you may be charged a buy or sell spread. The buy spread is added to the unit price when you buy units, and the sell spread is deducted from the unit price when you sell units. For example: if you invest $10,000 into a…

Smart are listed securities on the NZX. Orders are placed through our broker, Craigs Investment Partners. All Smart orders are aggregated by the Custodian at 12pm each business day and sent to our broker. Orders are executed on the market later that afternoon. Any orders loaded after this time will be processed the following business…

InvestNow client funds are held in an independent custodial account which is run and operated by Adminis, who have been appointed to provide custody services to InvestNow. This ensures that there is complete separation of client assets from InvestNow as a business. The custodial account is also structured to ensure that all assets, including the bank…

To see which funds pay distributions, and how often (frequency), please visit our Range of Funds page (the “Distribution Frequency” column).  You can then read the Product Disclosure Document (PDS) for the fund, which will provide more information about any distribution. Please note that if you have selected to receive any distributions in Cash, they…

When are my buy and sells completed? The cut-off time for the receipt of buy or sell orders and cleared funds for all Funds is currently 12pm NZ time (Monday to Friday, excluding national public holidays). If buy or sell orders are accepted before the cut-off time for a Fund on a valuation day, units…

There is no functionality offered on InvestNow to facilitate this. If you want to switch from one fund to another, you have to sell the first one, wait until the sale proceeds are in your Transaction Account and then buy the second fund.

Yes – if you chose a dollar value for the sale, the sale can be no lesser than the indicative unit price for one unit. If you chose to sell a number of units, it has to be for at least one unit in the fund. The minimum cash withdrawal amount from InvestNow is $1.

You can access fund performance data here, on our public website, or within the secure portal once logged in. Within the secure portal you can access historical performance charts, for funds you hold and all other funds available on InvestNow (see the Buy & Sell page).  Plus you can see performance data in the Holdings page for…

Yes you can. Please request the off-market transfer request here.  We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us. Please note that the original signed copy of the form may be required.

It is important to note that the investments that can be held through the service are subject to change. If you hold an investment and a decision is taken, by InvestNow or the Investment Manager, to no longer offer it on InvestNow, we work through the required actions, and options, with you.

Prior to investing in any Fund you should read the disclosure material and research the Fund to ensure that it meets your specific investment needs. It is good practice to get independent advice from an Authorised Financial Adviser (AFA) before making any investment. Note that the team at InvestNow Saving and Investment Service are unable…

Once logged into your account, the Dashboard page shows you all the key headline information about your portfolio.