Through the Global Investment Service ("GIS") platform, we manage a range of Portfolios, each specifically designed to meet the risk and return 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.

Our investment process places equal emphasis on New Zealanders’ twin objectives – to preserve capital and grow wealth. We seek to differentiate ourselves by the quality of our Portfolio outcomes not through asset gathering. Each Portfolio is designed and managed using our proprietary investment process ARMOR – Absolute Return through Management of Risk (learn more)

Over the last twenty-two years we have built an investment team which subscribes to these values and is – in our opinion – unrivalled in New Zealand. Six of the seventeen Principals in our firm are Portfolio managers.

We believe that all elements of a client's portfolio should be managed to the highest available capabilities. Where those skills lie outside our in-house capacity, NZ Funds prides itself on its ability to select and manage highly capable investment managers from around the world.

We have a culture of transparency and accountability. Every month we publish the Portfolio Insights which provides clients with a detailed analysis of what each Portfolio holds and how it has performed. To learn more about each Portfolio and hear from our portfolio management team, please select from the menu below.