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:

  • 16 December 2011

    NZ Funds Management Investment Bulletin

    This edition includes our latest views on the outlook for the investment market, a profile on external manager Tweedy Browne, important information on our Portfolios and a look at how you can utilise technology to gain a better understanding of your financial future.
    More

  • 31 December 2011

    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. More

  • legal updateS:

    7 November 2011

    Investment Statements

    A new Investment Statement for the Global Investment Service and the Assyst Portfolio Service took effect on 7th November 2011. To review a copy of of the Investment Statements click here.

  • The Portfolios making up the Global Investment Service and the Assyst Portfolio Service have been renamed. For a list of the old and the new Portfolio names click here.

  • 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 review a copy of of the Investment Statement click here.

  • KiwiSaver schemes are required to restructure to reflect changes to the KiwiSaver Act 2006 made earlier this year. 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.
  • 21 December 2011

    Prospectus Registered

    NZ Funds KiwiSaver Scheme's most recently registered prospectus is now available.
    MorE

  • 21 December 2011

    Prospectus Registered

    NZ Funds Management's most recently registered GIS and APS prospectuses are now available.
    MorE