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A commitment to investment excellence.
We aspire to excellence in everything we do for our clients. If we succeed, we can impact the lives of hundreds of thousands of New Zealanders. In our pursuit of excellence, we have chosen to do things differently, including the way we structure our ownership, organisation and investment solutions. Call today to learn more about the exceptional business we have built for New Zealanders.
We’re experts at active management
We use an active investment management approach. Last year our approach successfully mitigated the downside caused by Covid-19 in March 2020; and then captured the upside when markets rebounded later in the year.
*For more information see Fund Updates.
We manage funds responsibly
We take our social responsibility seriously*. We work with ISS ESG to screen investments worldwide. We’re also members of the Responsible Investment Association of Australasia and a signatory of Principles for Responsible Investment.
* For more information on NZ Funds' responsible investment policy, click here.
We work with world class managers
Who collectively manage $620 billion. Our Advised Portfolio Service invests with world class global managers so that members get professionally managed local and international investments.
List of investment managers at 24 November 2020. 1. Emerson Point at 30 September 2020. 2. Fisher Investments at 30 September 2020. 3. MFS at 31 October 2020. 4. Suvretta Capital Management at 30 September 2020. 5. Universa Investments at 31 December 2019.
Our technology is market leading
Our clients have access to market leading technology to check, calculate or change their investment, so they remain closely connected with their investment portfolio.
Illustrative only.
We're local and international
Our globally diversified approach ensures that members are invested both locally and internationally, so that their savings are not dependent on any one economy.
Information at 23 November 2020. As NZ Funds is an active manager, country allocations will change over time so those shown should be regarded as indicative only. For the latest information see the Portfolio Insights under Documents & Forms.
We're 100% New Zealand owned
We’ve been managing New Zealanders' savings for over 30 years. We live here, work here and love it here. And we plan to keep it that way.
Retire with confidence.
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