Portfolios & Performance

IN THIS SECTION

Portfolios & Performance

Core Cash Portfolio

Performance

Performance since inception (28 February 2008) to 31 March 2019
Managed Portfolios Core Cash Performance Graph Managed Portfolios Core Cash Performance Table

Core Cash Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Core Cash Portfolio

Complete Portfolio as at 20 March 2019
Managed Portoflios Core Cash Portfolio Table

1. The yield is not the actual return of the Portfolio, nor is it a projection or forecast. Details of the yield calculation are available on request from NZ Funds.
2. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To provide a source of capital by primarily investing in income assets using an active management approach.
Investment category Cash
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 1 month +
Investment strategy summary It is anticipated that the Portfolio will mainly hold cash and cash equivalents. It may also invest in Australasian and international bonds.
Withdrawal restriction The Portfolio has no withdrawal restrictions.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Core Income Portfolio

Performance

Performance since inception (23 July 2008) to 31 March 2019
Core Income Performance Graph Core Income Performance Table

Core Income Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Core Income Portfolio

Complete Portfolio as at 20 March 2019
Core Income Portfolio Table

1. The yield is not the actual return of the Portfolio, nor is it a projection or forecast. Details of the yield calculation are available on request from NZ Funds.
2. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To provide exposure to income assets using an active management approach.
Investment category Income
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement (PDS) or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 2 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold cash and cash equivalents and Australasian bonds. It may also invest in international bonds and other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Global Income Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Global Income Performance Graph Global Income Performance Table

Global Income Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Global Income Portfolio

Complete Portfolio as at 20 March 2019
Global Income Insights Table

1. The yield is not the actual return of the Portfolio, nor is it a projection or forecast. Details of the yield calculation are available on request from NZ Funds.
2. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To provide exposure to income assets using an active management approach.
Investment category Income
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 2 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold cash and cash equivalents and international bonds. It may also invest in Australasian bonds and other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Core Inflation Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Core Inflation Performance Graph Core Inflation Performance Table

Core Inflation Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Core Inflation Portfolio

Complete Portfolio as at 20 March 2019
Core Inflation Portfolio Table

1. Where a strategy is shown, the asset class reflects the predominant assets in the strategy. The strategy may include other assets including cash.
2. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
3. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To mitigate the impact of inflation on your investment over the medium and/or long term by investing in income and growth assets using an active management approach.
Investment category Inflation
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 5 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold inflation-sensitive assets including cash and cash equivalents, Australasian and international bonds, and Australasian shares. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Property Inflation Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Property Inflation Performance Graph Property Inflation Performance Table

Property Inflation Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.li>
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Property Inflation Portfolio

Complete Portfolio as at 20 March 2019
Property Inflation Portfolio Table

1. Where a strategy is shown, the asset class reflects the predominant assets in the strategy. The strategy may include other assets including cash.
2. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
3. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To mitigate the impact of inflation on your investment over the medium and/or long term by investing in income and growth assets using an active management approach.
Investment category Inflation
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 5 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold inflation-sensitive assets including cash and cash equivalents, and Australasian and international bonds, property shares and infrastructure shares. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Equity Inflation Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Equity Inflation Performance Graph Equity Inflation Performance Table

Equity Inflation Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Equity Inflation Portfolio

Complete Portfolio as at 20 March 2019
Equity Inflation Portfolio Table

1. Where a strategy is shown, the asset class reflects the predominant assets in the strategy. The strategy may include other assets including cash.
2. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
3. Inflation swaps notional value is currently $22,132,546.
4. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To mitigate the impact of inflation on your investment over the medium and/or long term by investing in income and growth assets using an active management approach.
Investment category Inflation
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 5 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold inflation-sensitive assets including cash and cash equivalents, Australasian and international bonds, and international shares. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Core Growth Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Core Growth Performance Graph Core Growth Performance Table

Core Growth Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Core Growth Portfolio

Complete Portfolio as at 20 March 2019
Core Growth Portfolio Table

1. Where a strategy is shown, the asset class reflects the predominant assets in the strategy. The strategy may include other assets including cash.
2. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
3. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To grow your investment over the long term by investing in income and growth assets using an active management approach.
Investment category Growth
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 10 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold hedge funds and/or international shares. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Global Multi-Asset Growth Portfolio

Performance

Performance since inception (7 November 2011) to 31 March 2019
Global Multi Asset Growth Performance Graph Global Multi Asset Growth Performance Table

Global Multi-Asset Growth Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Global Multi-Asset Growth Portfolio

Complete Portfolio as at 20 March 2019
Global Multi Asset Growth Portfolio Table

1. Where a strategy is shown, the asset class reflects the predominant assets in the strategy. The strategy may include other assets including cash.
2. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
3. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To grow your investment over the long term by investing in income and growth assets using an active management approach.
Investment category Growth
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 10 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold commodity-related shares, commodities, and/or hedge funds. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Global Equity Growth Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Global Equity Growth Performance Graph Global Equity Growth Performance Table

Global Equity Growth Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Global Equity Growth Portfolio

Complete Portfolio as at 20 March 2019
Global Equity Growth Portfolio Table

1. Where a strategy is shown, the asset class reflects the predominant assets in the strategy. The strategy may include other assets including cash.
2. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
3. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To grow your investment over the long term by investing in income and growth assets using an active management approach.
Investment category Growth
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 10 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold international shares and/or hedge funds. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

Dividend and Growth Portfolio

Performance

Performance since inception (31 October 2008) to 31 March 2019
Dividend And Growth Performance Graph Dividend And Growth Performance Table

Dividend and Growth Portfolio

  • Returns are stated after Portfolio fees and expenses, but before any advisory fees or investor tax. Past performance is not necessarily an indication of future returns.
  • Cumulative returns.

Maximum Decline and Volatility

  • Returns should be looked at in conjunction with the level of risk associated with an investment. 'Maximum decline' is a measure of risk. It represents the largest decline in value experienced during the last 12 months.
  • This is the annualised standard deviation calculated from weekly returns of the Portfolio over the 5 years ending 31 March 2019. For more details on the Portfolio’s Maximum Decline and Volatility please contact NZ Funds.

Note: Rounding may affect some numbers.

Portfolios

Dividend and Growth Portfolio

Complete Portfolio as at 20 March 2019
Dividend And Growth Portfolio Table

1. The yield calculation represents an estimate of the yield on the Portfolio, calculated using the most recent information provided by the external investment managers involved in managing the Portfolio, hedged back to New Zealand dollars where appropriate. It is not calculated 'as at' any particular date as different external investment managers provide data at varying dates. As a result, in some instances the yields may lag the date of this Portfolio summary. The yield is not the actual return on the Portfolio, nor is it a projection or forecast. The Portfolio's return could be less than the Portfolio's yield. Details of the yield calculation are available on request from NZ Funds.
2. Total economic exposure represents the total economic value of a Portfolio, which is the net asset value of the Portfolio adjusted for the effect of direct derivative positions taken by the Portfolio and indirect derivative positions taken other than via a fund including hedge funds. For more details on economic exposure, see the Other Material Information document on the Offer Register at www.companiesoffice.govt.nz/disclose.
Note: Rounding may affect any subtotals and totals.

Overview

Objective To grow your investment over the long term by investing in income and growth assets using an active management approach.
Investment category Growth
Risk & volatility Please see the NZ Funds Managed Portfolio Service Product Disclosure Statement or the latest Fund Update for information on risk.
Minimum suggested investment timeframe 10 years +
Investment strategy summary It is anticipated that the Portfolio will mainly hold Australasian shares. It may also invest in other permitted assets.
Withdrawal restriction The Portfolio has a 21-day withdrawal notice period.
Further information Further information is contained in the NZ Funds Managed Portfolio Service Product Disclosure Statement.

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By accessing and/or using www.nzfunds.co.nz (the "NZ Funds Website") you agree to be bound by the Terms and Conditions set out below.

These Terms and Conditions are in addition to and do not replace, any specific terms and conditions applicable to any New Zealand Funds Management Limited product or service. To the extent that there is any conflict between these Terms and Conditions and those of any specific products or services, the terms applicable to those products or services will prevail.

Any reference to "NZ Funds", "we", "us" and "our" is a reference to New Zealand Funds Management Limited, its directors, employees and related parties.

Disclaimer

The content of the NZ Funds Website is general in nature, and for information purposes only. While care has been taken to supply information on the NZ Funds Website that is correct, accurate and up to date, we do not guarantee that this is the case, or that the information is relevant or suitable for your intended use. NZ Funds is not liable for any loss, liability or damage suffered by any person that may result from any errors, omissions, recommendations or opinions expressed on the NZ Funds Website. Accordingly, before making any investment or taking or refraining from taking any action based upon this information, we recommend that you first consult with an Authorised Financial Adviser.

Further, we do not guarantee the relevance or accuracy of any information in any other websites accessed through the NZ Funds Website or any information, opinions or projections included in articles sourced from third parties.

Neither NZ Funds nor any other party guarantees the performance of any product included on the NZ Funds Website. Any predictions or projections (including those made in any article that appears on the NZ Funds Website) are an expression of opinion only. Any information about past performance is not necessarily an indication as to future performance.

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For further information on any of the Portfolios included on the NZ Funds Website or to request a copy of the NZ Funds Managed Portfolio Service Product Disclosure Statement, the NZ Funds Managed Superannuation Service Product Disclosure Statement, or the NZ Funds KiwiSaver Scheme Product Disclosure Statement, you should contact NZ Funds on 0508 733 337 or by email to info@nzfunds.co.nz.

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Any personal information that you may provide to us on the NZ Funds Website will be held at our offices at Level 16, Zurich House, 21 Queen Street, Auckland and may be used by us to provide or communicate information about our products and services to you. Personal information may also be shared with relevant authorities, including the IRD. You have the right to access and correct any personal information that NZ Funds holds by contacting us on 0508 733 337.

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These terms and conditions are governed by the laws of New Zealand and are subject to the non-exclusive jurisdiction of the Courts of New Zealand.

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0508 733 337
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Private Bag 92163
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PO Box 85
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PO Box 769
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PO Box 5215
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Complaints


Client complaints

Our business philosophy is to establish and enhance long-term, positive relationships with all of our clients. We recognise though that from time to time, despite our very best efforts, clients may wish to make a complaint. It is important in such instances that clients have an efficient mechanism through which they can receive a fair consideration of their concerns.

If you have a complaint contact us:


Complaints Handling Officer
New Zealand Funds Management Limited
Private Bag 92163
Auckland 1142

0508 733 337
info@nzfunds.co.nz

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How we deal with complaints

Upon receipt of your complaint we will immediately log it into our complaints register and it will be forwarded to the appropriate staff member for consideration.

Within five working days of receipt, we will provide you with a letter of acknowledgement that your complaint has been received. We will endeavour to keep you notified and updated on the progress of our consideration.

If your complaint cannot be resolved to your satisfaction through our internal complaints process you can elect to take it up with NZ Funds' independent dispute resolutions scheme.


Financial Services Complaints Limited
PO Box 5967
Wellington 6011

0800 347 257
info@fscl.org.nz


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New Zealand Funds Management Limited is the issuer of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Superannuation Service, the NZ Funds Managed Portfolio Service and the NZ Funds Trust Investment Series. A product disclosure statement for each of the NZ Funds KiwiSaver Scheme, the NZ Funds Managed Superannuation Service, the NZ Funds Managed Portfolio Service and the NZ Funds Trust Investment Series is available on this website or you may request a copy by contacting us.