NZ Funds Market Update #7

Executive Summary Global share markets are now 22% above their lows. NZ Funds has successfully mitigated the downside and will …

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See how NZ Funds ‘Downside Mitigation’ has helped in the current crisis

We have often mentioned that NZ Funds developed and implemented a downside mitigation strategy following the Global Financial Crisis to …

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COVID-19 Update #4

Yes, we are still seeing reports of new numbers of positive virus tests, plus recoveries, and sadly also daily fatality …

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COVID-19 update – 23 March 2020

NZ Funds Investment Research – Market Update 3 – Record of our actions_Mar2020 COVID-19 update – 23 March 2020 We …

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NZ Funds Portfolio Positioning

NZ Funds’ market views Global financial markets started 2020 on a positive note. The United States and China signed phase one …

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Are you in (the right) KiwiSaver NZ Funds KiwiSaver Manages Your Money Responsibly

NZ Funds KiwiSaver Fund Managers work with global experts ISS-Ethix to screen investments worldwide. They are also members of the …

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Using an adviser adds more than 5% to a client’s portfolio

The following article is taken from Good Returns – NZs Financial Adviser News Centre, published Tuesday 26th November 2019. We …

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Retirees’ strategies for coping with negative markets

We recommend reading Peter Ashworth’s article, recently published in the Otago Daily Times. Peter discusses the impact that falling markets can …

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NZFunds – What’s happening in the market and what we’re doing about it…

Growth is slowing, geopolitical unrest is increasing and NZ Funds has transitioned clients’ portfolios to a more defensive footing in …

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KiwiSaver – Should it be your ‘only’ retirement savings plan?

Should you have an additional long-term savings strategy? Which sits alongside your KiwiSaver account… Contributing to KiwiSaver what you need …

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