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News & Views

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 continue to fully participate in the share market recovery. The
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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 protect client’s portfolio values should another major event occur.   The strategy
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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 of a trade agreement while European markets were positive following greater
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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 Responsible Investment Association of Australasia and a signatory of Principles
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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 feel it accurately reflects our ethos and believe it’s well
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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 have on those clients who are in the saving phase
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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 anticipation of a pullback in global share markets. We have
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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 to get the maximum benefits and investing in a separate
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Upcoming changes to KiwiSaver.

Upcoming changes to KiwiSaver We’ve been asked lately about the upcoming KiwiSaver changes and when they are due to take effect, so here’s an update. From 1 April 2019 • Additional
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Media Release (MR No. 2018-34) 29 August 2018

Helping KiwiSaver members weather investment storms Markets go down as well as up and good times don’t last forever. In preparation for Sorted Money Week 2018 the Financial Markets Authority
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NZ Funds targeting clients’ points of pain

NZ Funds has launched a new pension transfer service with a difference: its nationwide UK pension transfer team are offering to do the transfer advice and processing free of charge,
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Richard James reflects on the past 10 years at NZ Funds

Watch Full Video Here:http://https://vimeo.com/281557924 When Richard James took over the helm of NZ Funds Management 10 years ago, just as the Global Financial Crisis was happening, things weren’t well.  While markets
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What New Zealanders want from KiwiSaver may surprise you

NZ Funds has conducted some research on what people like and what motivates their decisions when making KiwiSaver decisions. It makes for interesting reading. There has been a lot of conjecture
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Emotions get the best of Investors

We talked to a UBS behavioral finance specialist about how emotions get the best of even the most experienced investors   Matt Turner, Raul Hernandez Oct 3, 2017, 9:30 PM
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NZ Funds: Cheaper might mean less responsible.

  NZ Funds, which manages the NZ Funds KiwiSaver Scheme, says KiwiSaver investors should not skimp on socially responsible investment, in the pursuit of lower-fee funds. The fund manager said
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NZ Funds CEO Richard James

Richard James (Chief Operating Director) of NZ Funds Responds to various questions that have recently been put to the Investment Management team on your behalf. Richard James Adviser Update July 2017
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KEEP CALM & CARRY ON

KiwiSaver investors urged to hold their nerve.  The Business Herald’s markets and banking reporter – Christopher Adams  KiwiSaver balances beaten down by Brexit
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BREXIT

Global shares dropped sharply and reverberations were felt across all financial markets on Friday as investors digested the United Kingdom’s decision to leave the European Union. Here is a quick
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