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 >

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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 >

FINANCIAL ADVISER REGULATIONS UPDATE 22 July 2010 NZ Funds' Corporate Counsel, Joyce Ong, provides an update on the amendments to the current Financial Adviser Act 2008. MORE >	CLICK HERE TO LEARN MORE > CLICK HERE TO LEARN MORE > CLICK HERE TO LEARN MORE >
Investment research - A defensive strategy for share market investing 11 June 2010 NZ Funds' CIO, Michael Lang, discusses an investment approach predicated on three cornerstone principles, that allows investors to participate in share markets as they rise, while providing them with some protection when significant market corrections occur. MORE >
bloomberg.com - nz funds bets on inflation bonds ahead of sales tax increase 2 June 2010 NZ Funds' CIO, Michael Lang, comments that investors should buy inflation-linked bonds because a sales tax increase will cause consumer prices to surge. MORE > PDF >
market Commentary - inflation set to cut investors funds by half over 10 years 30 May 2010 NZ Funds' Principal and Investment Strategist, David Wilson, believes that in almost all inflation scenarios, clients should be better off investing in inflation-linked bonds than if they invested in term deposits. MORE >
market Commentary - inflation-linked bonds set to soar 25 May 2010 NZ Funds' CIO, Michael Lang, believes that rising inflation rates will boost returns of inflation-linked bonds. MORE >
market Commentary - Top picks for the coming decade 27 April 2010 NZ Funds' CIO, Michael Lang, gives his top investment picks which offer considerable upside over the coming decade. MORE >

Portfolio Insights
30 June 2010
This monthly document provides a comprehensive summary of the Portfolios we manage for clients.
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MONTHLY INVESTMENT PODCAST
16 June 2010
This month NZ Funds’ Principal and Investment Strategist, David Wilson, discusses the performance of the share market and how NZ Funds’ Growth Portfolios are being managed to mitigate share market volatility. David closes the audio by providing an update on the investment market.
AUDIO - 17'30 >
PODCAST ARCHIVE >

Manager Focus
Investment insight - ODEY
24 May 2010
This paper provides a background on Odey and discusses the investment approach of the founder, Crispin Odey, and how this has led to consistent performance.
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FURTHER INFORMATION ON OUR MANAGERS >

2010 investor tax summary - explanatory booklet
12 May 2010
Explanatory booklet to aid investors in completing their tax returns.
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