Investment
Through the Global Investment Service ("GIS") platform, we manage a range of Portfolios, each specifically designed to meet the objectives of our goal-based advice process. As a consequence, our benchmarks for performance are those defined by our clients’ needs and not the fluctuations of global asset markets.
Selected Investment
Research & Ideas
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16 December 2011
NZ Funds Management Investment Bulletin - Issue No. 2
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.
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7 November 2011
GIS Portfolio Names
The Portfolios offered under this service have been renamed. For a list of the old and the new Portfolio names click here.
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8 September 2011
Market Commentary - Why risky is the new safe
NZ Funds Management CIO, Michael Lang, looks at how investors can change saving habits to grow their wealth instead of having it eroded.
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31 August 2011
Market Commentary - Neptune Marine Services - Opportunistic takeovers not welcome
NZ Funds Management Portfolio Manager, Josh Wilson, provides his current outlook for Neptune Marine Services and based on this outlook urges shareholders to hold on to the stock.
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29 July 2011
Market Commentary - Three sectors whose long-term fortunes do not depend on the global economy
NZ Funds Management CIO, Michael Lang, believes that although the global share market has stalled year to date, an exposure to companies not affected by global economic growth or sovereign debt show it's possible to 'buck the trend' .... More
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28 June 2011
NZ Funds Management Investment Bulletin - Issue No. 1
Please note: This document contains important legal information concerning your growth investments.
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31 May 2011
Market Commentary - Irongate receivership reminder for investors to keep eye on corporate bonds
NZ Funds Management Head of Income, Mark Brooks, says that the announcement that Irongate Property Limited had gone into receivership, taking their bondholders with it, sounds an important warning bell for DIY investors of corporate bonds ... More
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25 May 2011
Market Commentary - Reserve Bank's catch 22 means an inflationary future
NZ Funds Management CIO, Michael Lang, comments on the Reserve Bank's most recent survey of inflation expectations ... More
Further information on the GIS Portfolios is contained in the current investment statement which may be downloaded here. A copy is also available upon request.
