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World class managers.
We have built enduring relationships with some of the world’s leading investment managers in London, New York, Chicago and Boston. We work with them to ensure clients’ investments are diversified internationally and not dependent on a single local manager.
Best of all worlds.
Our globally diversified approach ensures clients are invested both locally and internationally and hold investments in more than one currency, so that their wealth is not dependent on the fortunes of only one economy.
The above information is stated as at 18 July 2019. As NZ Funds is an active investment manager, the allocation to each country or region will change over time. Accordingly, these allocations should be regarded as indicative only, and will not necessarily represent the actual allocations at any point in time other than at the date stated. For current global diversification information, please contact NZ Funds.
A team of qualified experts.
We work with a nationwide team of experts. They are specialists in advising families on how to protect and build wealth over long periods of time. And collectively, we have the track-record to prove it. Of the 13,200 client accounts we manage, the average tenure is now over 7 years.
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Responsible investor
We work with ISS-Ethix – the world’s leading environmental, social and governance adviser.
Award-winning technology
Our portfolios are built using award-winning investment technology. See how our personalised planning software can help you achieve your wealth objective.
100% New Zealand
We are 100% New Zealand owned. We work here, live here and love it here. Read our story below.
Transparent fee
We report one transparent fee that covers all local and global managers. So you can invest with confidence.
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