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.

ETFs really do it for some Kiwi investors

It appears that a great way to get some Kiwi investors to love an investment fund is to make it an “ETF”, which is short for Exchange Traded Fund.

Since the launch of the first ETF, the S&P 500 ETF (SPY) back in 1993, ETFs have seen tremendous growth globally ($4.5 trillion as at Sept ’17 – source ETFGI.com).

In the US market, where the investment industry has been built around using the stock exchange as the infrastructure for delivering investment solutions to […]

By | 2018-01-04T03:23:16+00:00 December 19th, 2017|News|0 Comments

InvestNow Order Status 101

When you buy or sell managed funds with InvestNow, we will apply a number of statuses, reflecting the most recent action taken for each order:

  • Pending
  • Approval required
  • Processing
  • Completed
  • Cancelled

If you have ever wondered what each of the statuses mean, and the impact it has on when you will receive units/cash etc – there’s an FAQ for that.

By | 2017-12-19T21:17:54+00:00 December 19th, 2017|Uncategorised|0 Comments

Year End PIE Tax – 31 March 2018

Whilst it’s a few months away, we thought we’d provide you with a quick update/reminder on the year-end PIE tax process.

  • In early March 2018 we will advise you of any estimated PIE tax obligation for the year. At year-end (31 March) we will fund your obligation from the available cash in your Transaction Account. However,  if you do not have enough available cash, we will sell units in your PIE holdings on a proportionate basis.  Here is a link to the FAQ which explains that process […]
By | 2017-12-21T01:28:53+00:00 December 19th, 2017|Uncategorised|0 Comments

Fund Manager Updates

AMP Capital strategy changes

AMP Capital have advised us of the following changes in their investment strategies:

AMP Capital Responsible Investment Leaders (RIL) Funds

The international fixed interest component of the AMP RIL Funds (Conservative, Balanced and Growth) invest in the AMP Capital Global Fixed Interest Fund. This Fund is now closing and we are taking the opportunity to implement a new global fixed interest strategy. Further information is available here.

AMP Capital Hedged Global Fixed Interest Fund

AMP Capital has recently completed a review of its multi-manager global fixed interest […]

By | 2017-11-28T00:34:32+00:00 November 28th, 2017|News|0 Comments

Most Commonly Asked Questions

Can I receive my Passcode as a text message (instead of an e-mail)?

Yes you can, just follow these simple steps:

  1. Login to your InvestNow account.
  2. Click on the Profile icon – it’s the head and shoulders icon at the right hand end of the page.
  3. Click the “Edit” link alongside the “My details” option.
  4. Towards the bottom of the page there is another “Edit” link, for your login security preference.  Click this link and then select the “Send a security code to my mobile phone” option and […]
By | 2017-11-29T03:46:37+00:00 November 28th, 2017|News|0 Comments

Sunday Star Times – Braced for a correction

Thank you if you took part in our recent survey, where we asked customers how they would respond to a material correction in global equities.  It’s really important to us that our investors are asking themselves the “what-if” questions, so they are prepared for possible future events.

Rob Stock, Sunday Star Times, wrote a piece on what you told us.

Take a look at his spin on it here.

By | 2017-11-28T00:39:20+00:00 November 28th, 2017|News|0 Comments

Best supporting performance: why bonds should have a starring role in your portfolio

And the award for the best-performing asset class for the 10-year period ending June 2017 goes to (wait for the drum roll)…

GLOBAL BONDS!

A shock result perhaps, but this is no envelope malfunction à la La La Land.

According to Auckland-based consulting firm Melville Jessup Weaver (MJW), offshore bonds were the place to be for NZ investors from the onset of the global financial crisis (GFC) in September 2008 until almost exactly a decade later.

The MJW September 2017 quarter NZ investment survey, which plotted the performance of the five main asset classes […]

By | 2017-11-29T03:44:45+00:00 November 28th, 2017|News|0 Comments

InvestNow survey finds clients ready to bear a market correction

This year the world celebrated – if that’s the right word – the 10th anniversary of the global financial crisis (GFC), when market bears roamed wild.

You can forget a lot in a decade, though, particularly as investment markets have been in an almost unending party mode since the immediate crisis was averted: the sky did not fall in, the GFC cloud moved on, the sun is still shining.

In the intervening 10 years virtually all asset classes have enjoyed summery conditions – albeit with regional variations and periodic lows – […]

By | 2017-10-31T01:56:22+00:00 October 30th, 2017|News|0 Comments