The Core Income Portfolio aims to provide you with an allocation of funds to meet your anticipated lifestyle and other expenses over the near term by primarily investing in a diversified range of income-producing assets and through active investment management.
market Commentary - the warehouse bonds - not everyone gets a bargain 26 April 2010
By Mark Brooks, Principal and Head of Income at NZ Funds.
Mark Brooks comments that the new bond issue from The Warehouse is not as 'safe' as it may first appear. More >
Portfolio presentation - Core Income Portfolio
November 2009
By Mark Brooks, Principal and Head of Income at NZ Funds.
Road show presentation to advisers on investment management techniques utilised in the Core Income Portfolio. More >
Market commentary - Unhedged corporate bonds deliver capital losses 4 August 2009 By Michael Lang, CIO of NZ Funds.
A number of prominent corporate bond funds have delivered negative returns for the first half of the year. More >
Investment insight - Corporate bonds 2 August 2009
By Michael Lang, CIO of NZ Funds.
Given the recent abundance of corporate bond insurance to New Zealanders, this paper provides some of our thoughts on sensible bond investment.
More >
Further information on the Core Income Portfolio is contained in the current Investment Statement, which is available upon request.