Getting to know InvestNow — Managed Funds
Article written by InvestNow – 30th November 2021
Whether it’s for KiwiSaver, a personalised Managed Funds portfolio or bank Term Deposits for your rainy-day monies – InvestNow puts you in the driver’s seat.
InvestNow is an online investment platform that is Kiwi-owned and operated. We are a team of leading investment experts, with decades of combined experience and expertise behind us. We provide 24/7 online access for you to manage your investments, without the need of a middleman. Our goal is all about empowering New Zealanders to generate and manage their own wealth so that everyone can meet their own personal financial goals.
Managed Funds
InvestNow offers unrivalled access to a range of 150+ Managed Funds from 20+ expert NZ & global fund managers!
Investors can have access to all Managed Funds offered on the platform, within a single InvestNow account — And it only takes a few minutes to set up. All you need is your IRD number, a current NZ Drivers License or NZ Passport, and an NZ bank account.
You can build a personalised Managed Funds portfolio (with our range of funds) that works for you and your goal(s). Whether you want to build a portfolio that matches your risk appetite (growth, balanced or conservative), are aiming to save some extra cash for retirement, or want to pay for your child’s tertiary studies — you do you!
And keep in mind, we don’t provide personalised investment advice, so we won’t tell you what to invest in, but we do provide a range of useful tools and resources, to help you with your investment decisions. Such as;
- Getting Started Guide – InvestNow Managed Funds
- Frequently asked questions
- Key data such as management fees and historical fund performance
- Fund disclosure documents, that detail the investment objective for funds, their risk ratings etc
- Regular opinion, outlook, and forecast articles from our fund managers
Your InvestNow account
Once you are set up, your account provides you with access to portfolio performance/returns, detailed investment reports and any information you may need for your annual tax return.
And if you are someone who likes the idea of making regular contributions to your portfolio over time, we cater for that with our Regular Investment Plans. You can invest as little as $50 per fund, weekly, fortnightly, monthly … out as far as six-monthly. If you prefer to invest in lump sums, we’ve kept the minimum to a really low level of $250 per one-off fund purchase. Both options are materially more customer-friendly for many of the funds when compared to investing in them directly through an adviser or with the specific fund manager.
You may also be looking for the compounding benefit of reinvesting distributions/dividends from your funds or you may want to receive them as cash – easy, you can choose either option for your portfolio.
Transferring is simple!
If you already hold Managed Funds elsewhere, we have a really simple off-market-transfer process whereby your holdings are transferred to your InvestNow account, without the need to sell in one place and then buy again through us (no risk of being out of the market and/or incurring any buy or sell fees). However, check with us first, to make sure we offer the same fund(s).
And finally, looking at the fine print… There is no fine print. InvestNow has no hidden fees, and you pay the same management fee for the funds as stated on the disclosure documents for the funds. The managers then pay us a share of their management fee for our service.
But that’s not all
InvestNow is not just about Managed Funds. We also offer Term Deposit options from 6 leading banks, plus the InvestNow KiwiSaver Scheme! The InvestNow KiwiSaver Scheme provides access to a range of Managed Funds from a range of different fund managers (you no longer have to have all your eggs in one basket). You can pick and choose as many of the funds available in the InvestNow KiwiSaver Scheme, from any of the fund managers. Plus, we charge no KiwiSaver administration fees!
So what are you waiting for? Seize the day and join InvestNow!
Learn more about our other offerings:
If you have any questions please don’t hesitate to contact us on 0800 499 466 or at contact@investnow.co.nz, we’d love to help!
Getting to know InvestNow — Managed Funds
Article written by InvestNow – 30th November 2021
Whether it’s for KiwiSaver, a personalised Managed Funds portfolio or bank Term Deposits for your rainy-day monies – InvestNow puts you in the driver’s seat.
InvestNow is an online investment platform that is Kiwi-owned and operated. We are a team of leading investment experts, with decades of combined experience and expertise behind us. We provide 24/7 online access for you to manage your investments, without the need of a middleman. Our goal is all about empowering New Zealanders to generate and manage their own wealth so that everyone can meet their own personal financial goals.
Managed Funds
InvestNow offers unrivalled access to a range of 150+ Managed Funds from 20+ expert NZ & global fund managers!
Investors can have access to all Managed Funds offered on the platform, within a single InvestNow account — And it only takes a few minutes to set up. All you need is your IRD number, a current NZ Drivers License or NZ Passport, and an NZ bank account.
You can build a personalised Managed Funds portfolio (with our range of funds) that works for you and your goal(s). Whether you want to build a portfolio that matches your risk appetite (growth, balanced or conservative), are aiming to save some extra cash for retirement, or want to pay for your child’s tertiary studies — you do you!
And keep in mind, we don’t provide personalised investment advice, so we won’t tell you what to invest in, but we do provide a range of useful tools and resources, to help you with your investment decisions. Such as;
- Getting Started Guide – InvestNow Managed Funds
- Frequently asked questions
- Key data such as management fees and historical fund performance
- Fund disclosure documents, that detail the investment objective for funds, their risk ratings etc
- Regular opinion, outlook, and forecast articles from our fund managers
Your InvestNow account
Once you are set up, your account provides you with access to portfolio performance/returns, detailed investment reports and any information you may need for your annual tax return.
And if you are someone who likes the idea of making regular contributions to your portfolio over time, we cater for that with our Regular Investment Plans. You can invest as little as $50 per fund, weekly, fortnightly, monthly … out as far as six-monthly. If you prefer to invest in lump sums, we’ve kept the minimum to a really low level of $250 per one-off fund purchase. Both options are materially more customer-friendly for many of the funds when compared to investing in them directly through an adviser or with the specific fund manager.
You may also be looking for the compounding benefit of reinvesting distributions/dividends from your funds or you may want to receive them as cash – easy, you can choose either option for your portfolio.
Transferring is simple!
If you already hold Managed Funds elsewhere, we have a really simple off-market-transfer process whereby your holdings are transferred to your InvestNow account, without the need to sell in one place and then buy again through us (no risk of being out of the market and/or incurring any buy or sell fees). However, check with us first, to make sure we offer the same fund(s).
And finally, looking at the fine print… There is no fine print. InvestNow has no hidden fees, and you pay the same management fee for the funds as stated on the disclosure documents for the funds. The managers then pay us a share of their management fee for our service.
But that’s not all
InvestNow is not just about Managed Funds. We also offer Term Deposit options from 6 leading banks, plus the InvestNow KiwiSaver Scheme! The InvestNow KiwiSaver Scheme provides access to a range of Managed Funds from a range of different fund managers (you no longer have to have all your eggs in one basket). You can pick and choose as many of the funds available in the InvestNow KiwiSaver Scheme, from any of the fund managers. Plus, we charge no KiwiSaver administration fees!
So what are you waiting for? Seize the day and join InvestNow!
Learn more about our other offerings:
If you have any questions please don’t hesitate to contact us on 0800 499 466 or at contact@investnow.co.nz, we’d love to help!
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