About InvestNow

InvestNow is a specialist investment management company focused on meeting the specific needs and requirements of New Zealand investors and clients. Our objective is to provide our clients with access to world-class investment solutions and opportunities, while ensuring that these are easy to use and understand.

FX effects: why global share investors must watch the Kiwi flight pattern

Take the mid 1970s, for example, when the NZ dollar out-flew the US greenback – the big bird of global currencies – by about 50 per cent.

But the days when NZ$1 could purchase US$1.50 are long gone. Since that ‘70s high-point, the Kiwi has plummeted back to earth hitting a low of about US40 cents early this century.

More recently the Kiwi has been flapping around erratically in a broad range of between US50 cents and over US80 cents.

The bizarre, unpredictable flight pattern […]

By | 2018-05-31T12:48:49+00:00 May 30th, 2018|Uncategorised|0 Comments

New Fund – Pathfinder Commodity Plus Fund

We asked John Berry, Co-Founder and CEO of Pathfinder Asset Management, to shed some light on their Commodity Plus Fund.  Here is what John had to say about the recent performance of the fund and how the fund operates:

“Another solid month for commodities and a strong one for the Pathfinder Commodity Plus Fund.  Momentum is gaining in what appears to be a young vibrant bull market when compared to the decade-old equity run-up.  After a strong first quarter +5.2%, the fund returned an additional 5% during April.

The fund operates by […]

By | 2018-05-30T14:35:35+00:00 May 30th, 2018|Uncategorised|0 Comments

Coming soon – InvestNow News

In June we will be launching the new InvestNow News service, exclusive to InvestNow customers. 

InvestNow News will deliver news and information from our fund managers, direct to your inbox.  You will set your own preferences using any combination of the following, plus we will also send you articles that we believe you would want to receive:

  • Fund types – Passive, Active, Australian Unit Trusts etc
  • Fund sectors – International Equities, Commodities, Listed Property etc
  • Fund managers

Watch out for your invitation e-mail in the next couple of weeks. […]

By | 2018-05-30T17:22:54+00:00 May 30th, 2018|Uncategorised|0 Comments

Get real: how to build a property portfolio (but avoid the agents)

Property is the foundation of wealth for most New Zealanders. 

According to the latest data from the Reserve Bank of New Zealand (RBNZ), the value of all the country’s houses now surpasses $1 trillion (albeit with about a quarter of that tied up in debt).

KiwiSaver, by comparison, is getting on to about $50 billion – or 5 per cent of the residential property market.

Yet despite the national obsession with houses prices, relatively few Kiwis could claim to be ‘property investors’: most of […]

By | 2018-04-26T14:18:15+00:00 April 26th, 2018|Uncategorised|0 Comments

Which funds are the most popular – the Top 50?

This month we’ve taken a look at which funds are the most popular on InvestNow, in particular the top 50 most popular (as at 6th April).  The chart shows the percentages of portfolios which have invested in the Top 50.

Here are some interesting highlights from the data:

  • 14% are passive funds
  • 36% are global equities funds
  • 30% are Australian equities funds

The full results are available below (click the chart to open it up in a separate window/tab).

By | 2018-04-30T13:18:21+00:00 April 26th, 2018|Uncategorised|0 Comments

What is Two-Factor Authentication and why do we provide it?

Two-factor authentication (TFA) is when an additional layer of security is applied to the process of logging into a website or service online.

Using a username and password, together with a piece of information that only the user knows, makes it harder for potential intruders to gain access and steal a person’s personal data or identity.

We use the Passcode as this unique piece of data, which you use in conjunction with your login name (e-mail) and your password.

Unlike your login name and password, which do not change unless you change them, […]

By | 2018-05-30T14:34:51+00:00 May 30th, 2018|Uncategorised|0 Comments

The assets are alright: why investing isn’t child’s play

Let’s not kid ourselves, investment markets are chaotic, noisy and self-centred – just like children.

Over the long term, though, markets settle down into pattern-like behaviour that rewards the patient investor in proportion to risk. (Disclaimer: this argument cannot be applied to children under 18.)

Of course, in the midst of a market hissy-fit it’s a little more difficult to remember that this will all be worth it one day. And, for the first time in many years, markets are testing investor tolerance in 2018 with a series of public tantrums.

In February, […]

By | 2018-03-29T12:58:30+00:00 March 29th, 2018|Uncategorised|0 Comments

Distributions Received as Cash

If you have elected to receive distributions as cash, as opposed to having them reinvested into a fund, it’s important that you know that any cash will be credited to your InvestNow transaction account.

Some customers have asked if the cash would be credited to their nominated accounts automatically – the answer is no.  You will need to login to your account and raise a withdrawal request to have any monies credited to your nominated account.

By | 2018-04-03T14:19:23+00:00 March 29th, 2018|Uncategorised|0 Comments

Funds and Fund Manager Updates

New Fund Manager – Legg Mason

This week we added a new Fund Manager, Legg Mason, and their Legg Mason Brandywine Opportunistic Fixed Income Fund.

Legg Mason has over a century of experience and as at 31 December 2017, managed AUD$982 billion across a broad mix of equities, fixed income, alternatives and multi-asset strategies.  They are listed on the New York Stock Exchange, are headquartered in Baltimore USA, and employ more than 3300 employees in 39 offices around the world, including both Melbourne and Sydney.

Legg Mason Brandywine Global Opportunistic […]

By | 2018-04-03T14:19:17+00:00 March 29th, 2018|Uncategorised|0 Comments

The teams behind the team

There is more to InvestNow than the team here in Wellington.  See who else is behind our service.

Implemented Investment Solutions (IIS) – PIE and chips: a uniquely Kiwi investment story

InvestNow had a cracking inaugural year.

The online managed funds shop – fresh to market in March 2017 – has since built a following among many thousands of savvy direct clients who collectively have invested well over $250 million.

But InvestNow didn’t just pop out of the ether into the internet. Behind the retail front stands a well-regarded investment operation with decades of […]

By | 2018-03-29T17:03:42+00:00 March 29th, 2018|Uncategorised|0 Comments