Corporate Information

The NZ Funds Managed Portfolio Service is the investment platform that comprises a series of actively managed Portfolios offered by NZ Funds Management. These Portfolios are intended to be used as part of an integrated advice process in conjunction with an authorised financial adviser.

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 new Investment Statement click on the Investment Statement link on the right of this page.

Prospectus Registered

 

The prospectuses for the NZ Funds Managed Portfolio Service Portfolios were registered on 20 February 2012 with the Registrar of Financial Service Providers.

 

A copy of the February 2012 prospectuses can be downloaded from the Companies Office website by searching "New Zealand Funds Management Limited" or on request from the manager here.

Global Investment Service

 

On 23 March 2012, NZ Funds Management intends to hold a series of investor meetings to seek approval from investors in the Global Investment Service to replace their current investment in the Global Investment Service Portfolio(s) with an investment in the equivalent Portfolio(s) in the NZ Funds Managed Portfolio Service.

 

A copy of the amended prospectus can be downloaded from the Companies Office website by searching "New Zealand Funds Mangement Limited" or on request from the manager here.