Each month we’d like to talk you through some of the key features of the InvestNow service, and the details behind the pages in the secure website.

This month it’s the Holdings Page.

As you’d gather from it’s name, the Holdings Page provides you with the detail behind your portfolio.  Aside from the current value of your portfolio, which is based upon the most up-to-date unit prices available, it provides you with the following:

Different ways to view your portfolio

Here you can select between:

• Type of Assets – Cash vs Managed Funds;
• Top […]
  

thesmartandlazy.com

ETF and Index Fund are simple, low-cost and diversified investment option with a positive result in the long term. It plays an important part in my plan to achieve financial freedom by only do a few smart things and nothing much else. To put my money where my mouth is, over 90% of my investment are in ETF and Index Fund. I believe everyone should have at least some investment in those products. SmartShares, SuperLife, Simplicity, and

Simplicity contacted us today, and told us that they were stopping InvestNow’s clients from being able to invest in their funds through InvestNow.

Obviously, we are deeply disappointed with Simplicity’s decision, given the clear alignment between our goal to provide investors with the freedom to make choices that best suit their investment goals – this includes removing barriers such as high minimum investment amounts and all transaction and administration fees.

Our customers were able to benefit from being able to invest as little as $250 (whereas their minimum is $10,000) and without […]

Our Roadmap

We have a very healthy list of functionality enhancements lined up for the InvestNow service, but we thought we’d focus on a couple that we are receiving the most requests for:

Regular Investment Plans

Using a combination of direct debits, if needed, and set instructions for purchases of funds, you will be able to set up the automatic purchases of funds for your portfolio.  Once you know which fund(s) you want to purchase, this is a great way to build your portfolio in the most automated manner.

Switching

Leveraging the ease with which you […]

InvestNow is not sitting still.

During May we plan to add funds from Nikko Asset Management – taking our range of fund managers up to 10 and the number of funds to 39.

The Nikko Asset Management funds we will be adding are:
Nikko AM Core Equity
Nikko AM Concentrated Equity Fund
Nikko AM NZ Bond Fund
Nikko AM NZ Corporate Bond Fund
Nikko AM Global Bond Fund
Nikko AM NZ Cash Fund

We are currently working on adding the NZX Smartshares – more on that it later edition of the InvestNow Magazine.

InvestNow offers New Zealanders a new way to choose managed funds.

We believe in the freedom of choice, having launched with a select range of managers and funds that provide relevant, compelling investment opportunities tailored for a NZ audience.

InvestNow officially launched in March offering funds from AMP Capital, Harbour Asset Management, Mint Asset Management, Russell Investments and Vanguard. Already these 25 foundation products gave investors options covering most global and local asset classes as well as passive and active investment styles.

However, there’s still plenty of scope to expand the InvestNow fund choices. […]

InvestNow founder opens up

Anthony Edmonds is a fund guy.

With a professional lineage tracing back to Southpac in the early 1990s, and AMP Capital Investors for more than a decade, Edmonds has spent his entire career in the industry.

Along the way he has racked up a hard-won knowledge of the inner-workings of a business that – despite new disclosure regulations – can still seem opaque to outsiders.

As well as an appreciation of the nuances of investment management, Edmonds has absorbed a […]

Zane Doran needed a family trust, so he set one up online.

It took him 10 minutes, maybe 15.

Doran is a modern phenomenon, a person whose money life is now conducted almost entirely online.

He banks online. He switched his KiwiSaver to Simplicity online. He […]