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So far Phil Howison has created 43 blog entries.

The Common Reporting Standard (CRS) explained

What is CRS?


There are numerous acronyms in the investment industry, many of which refer to obligations product and platform providers have to comprehensively identify investors – FATCA, AML, CRS etc.  This month we take a look at CRS.

The Common Reporting Standard is part of an international agreement to counter tax evasion by automatically sharing information between countries. This agreement, which is also known as AEOI (Automatic Exchange of Information), was initiated by the OECD, G20 and EU in 2014 and requires financial […]

By |2018-06-29T16:27:47+00:00June 29th, 2018|Uncategorised|0 Comments

Fund Performance for January 2019

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 January 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-02-27T11:44:29+00:00February 27th, 2019|Performance|0 Comments

Fund Performance for December 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 December 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-01-29T11:04:24+00:00January 29th, 2019|Performance|0 Comments

Fund Performance for November 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 30 November 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-12-18T15:54:34+00:00December 17th, 2018|Performance|0 Comments

Fund Performance for October 2018

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 October 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-11-28T10:14:30+00:00November 28th, 2018|Performance|0 Comments

Fund Performance for September 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 30 September 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-10-30T10:36:35+00:00October 30th, 2018|Performance|0 Comments

Fund Performance for August 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 August 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-09-27T17:00:09+00:00September 27th, 2018|Performance|0 Comments

Fund Performance for July 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 July 2018.  Past performance is not indicative of future results.

NB: The y-axis has been truncated for clarity and starts at 2.50%.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-08-31T12:25:19+00:00August 29th, 2018|Performance|0 Comments

Fund Performance for June 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 30 June 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-08-23T10:56:05+00:00July 26th, 2018|Performance|0 Comments

Fund Performance for May 2018

Top 10 Funds available on InvestNow

Returns are after fees but before tax, in NZD, for the month ending 31 May 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2018-06-27T15:54:06+00:00June 27th, 2018|Performance|0 Comments