NZ Funds Management is a privately owned wealth management firm. We specialise in providing integrated advice and portfolio management services to New Zealanders.
Investment News:
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23 April 2012
NZ Funds Management Investment Bulletin - Issue No. 3
This edition includes our latest views on the outlook for the investment market, a look at our recent allocation to high yield bonds, important information on our Portfolios and an article on the importance of good finanical advice in the pursuit of balancing risk with return.
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30 April 2012
Portfolio Insights
We have a culture of transparency and accountability. This monthly document provides clients with a detailed analysis of what each Portfolio we manage for clients holds and how it has performed.
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legal updateS:
15 May 20122012 Investor Tax Summary - Explanatory Documents
PIE tax rate selection MORE
Filing an income tax return MORE
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30 March 2012
Prospectus Amendment Registered
The prospectuses for the NZ Funds Managed Portfolio Service (previously Assyst Portfolio Service) Portfolios dated 20 February 2012 have been amended.
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20 February 2012
Investment Statement
A new Investment Statement for the NZ Funds Managed Portfolio Service (previously Assyst Portfolio Service) took effect on 20th February 2012. To review a copy of the Investment Statement
more - 20 February 2012
Prospectus Amendment Registered
NZ Funds KiwiSaver Scheme's most recently registered prospectus amendment is now available.
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7 November 2011
NZ Funds KiwiSaver Scheme Investment Statement
A new investment statement for the NZ Funds KiwiSaver Scheme took effect on 7th November 2011. To view a copy of of the Investment Statement click here.
- KiwiSaver schemes are required to restructure to reflect changes to the KiwiSaver Act 2006 made in early 2011. For a copy of an information document that sets out details of the changes as they relate to the NZ Funds KiwiSaver Scheme click here.
