Investment process

Active Investment Management

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NZ Funds Management has more than 20 years of investment management experience. Over that time we have developed an active investment management approach. Our active investment management approach seeks to maintain a balance between preserving your capital and growing wealth in a manner that is consistent with each Portfolio’s objective.

In the investment management of the Portfolios, NZ Funds Management in its sole discretion may undertake certain actions. The actions may include, but are not limited to, altering the proportion invested in each asset class; altering the manner in which a Portfolio is exposed to each asset class by investing, directly or indirectly, in derivatives and collective investment vehicles, or by applying hedging; taking short positions; and using leverage. This is referred to as active investment management.

Using our active investment management approach may cause the returns and capital stability of a Portfolio to significantly differ from the returns and capital stability of the underlying asset classes utilised, and/or any benchmark index.

While the philosophy behind our investment approach is likely to stay constant, the way in which it is implemented will necessarily change. Over time, where deemed appropriate, this will result in portfolios being constructed with different combinations of assets, investment managers and investment strategies.

 

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.