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
News & Views
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
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
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
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
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
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,
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
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
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
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
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
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