NZ FUNDS - Portfolio management for individuals

NZ Funds is an independent and privately owned investment management firm. We specialise in providing integrated advice and portfolio management services to New Zealanders, in conjunction with a select group of professional financial advisers throughout New Zealand. MORE >

Our advice philosophy is built on the simple premise that our clients are individuals. Each has unique needs, goals and attitudes. They require portfolio strategies which reflect that individuality... MORE >

We are active investors. Our approach to active investment management is that we do not console ourselves with matching the returns of the market. Our performance benchmarks are defined by our clients' spending needs and investment goals... MORE >

We believe that the surest path to achievement is to accumulate a diverse and talented group of people, bind them together on a united course and ensure we challenge each other to learn a little more every day... MORE >

10 minutes on TAX that will change your retirement
27 January 2010
NZ Funds' CIO, Michael Lang, takes a quick look at changes to the tax rules for each major asset class and how many investors could benefit from reconsidering the mix of assets they are exposed to. MORE >

10 minutes on diversification that will change your retirement
21 January 2010
NZ Funds' Principal and Investment Strategist, David Wilson, takes a quick look at some important diversifiers that, when included as part of a diversified investment portfolio, can have a considerable positive effect on an investor's returns. MORE >

Investment Research - Investing in property
30 November 2009
NZ Funds' Principal and Senior Portfolio Manager, Stephen Bennie, looks at an intuitive approach to property investing that gives New Zealanders access to the best aspects of property. MORE >

INVESTING FOR GREATER CERTAINTY
5 November 2009
Behavioural finance offers a solution for the average New Zealand investor looking for certainty in the lifestyle they can enjoy in retirement. MORE >

Market commentary - The rational bubble
28 October 2009
NZ Funds' CIO, Michael Lang, looks at how investors are today confronted with a bubble and are rationally participating. More >

Framing how we think about our money
16 September 2009
As a species we have made great industrial and technological progress over the last few centuries, but thousands of years of evolution have not changed the way our brains are pre-programmed to think. More >

Portfolio Insights
31 December 2009
This monthly document provides a comprehensive summary of the Portfolios we manage for clients.
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PERFORMANCE MONITORING
31 October 2009
This document provides a comprehensive analysis of the performance of the Portfolios we manage for clients.
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MONTHLY INVESTMENT PODCAST
16 December 2009
This month David Wilson, Principal and NZ Funds' Investment Strategist gives an economic update and our Portfolio Managers review portfolio performance in 2009 and how they are positioned for 2010.
DAVID WILSON AUDIO - 7'54 >
PORTFOLIO MANAGER AUDIO - 23'44 >
PODCAST ARCHIVE >

Manager Focus
Investment insight - Platinum
3 November 2009
This paper provides a background on Platinum and discusses why Kerr Neilsen's investment process exhibits all the key traits which have led to consistent performance.
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FURTHER INFORMATION ON OUR MANAGERS >