New fund and fund manager page enhancements


New fund and fund manager page enhancements

InvestNow Update – August 23

When we last surveyed customers, you told us that our website is one of the main resources you use to do the research for making your investment decisions. Listening to what you told us, we have made some changes to the Fund Manager and Range of Funds pages on our website.

Fund Manager Page Enhancements

Providing a manager-centric view, these […]

By |2023-08-30T12:41:26+12:00August 29th, 2023|All|0 Comments

Money class: why financial literacy is on the timetable


Money class: why financial literacy is on the timetable 

Article written by InvestNow – 29 August 2023

Aristotle knew the value of early education.

“Give me a child until he is seven and I will show you the man,” the ancient Greek philosopher tweeted in the fourth century BC.

Gender neutrality issues aside, the Aristotle quote echoes a timeless truism that […]

By |2023-08-30T12:40:12+12:00August 29th, 2023|All, Investing education|0 Comments

KiwiSaver in suspense: Why contribution holidays have expensive endings


KiwiSaver in suspense: Why contribution holidays have expensive endings

Article written by InvestNow – 31 July 2023

In 2019 the government formally rebranded the popular KiwiSaver ‘contribution holiday’ as ‘savings suspension’ in an attempt to make the option seem less attractive, and hopefully discourage people from taking up the option of halting their KiwiSaver contributions.  

The brand twist did not make an immediate impact: whether they viewed it as getting suspended or going on holiday, […]

By |2023-08-10T16:41:44+12:00July 31st, 2023|All, Investing education|0 Comments

Fund Manager Diversification – The Power of ‘And’


Fund Manager Diversification – The power of ‘And’

Article written by InvestNow – 3rd July 2023

Kiwi consumers have a long history of getting the short end of the stick.  

Perhaps it’s our small size, or the fact that we’re tucked away at the bottom of the world, but the general lack of innovation and competition in NZ has struck retail shoppers here with fewer and more expensive options compared to offshore counterparts.  

Take […]

By |2023-07-03T13:33:22+12:00July 3rd, 2023|All, Investing education|0 Comments

More and better: what InvestNow members want in a higher-rate world


More and better: what InvestNow members want in a higher-rate world

Article written by InvestNow – 1st June 2023

In the sharpest about-turn on record, the NZ official cash rate (OCR) has jumped from the historical low of 0.25% at the end of September 2021 to a possible plateau of 5.5% in May this year.

Proportionally, the OCR is now 22-times (or 2,200%) higher than the nadir that held for 18 months from March 2020.

Kiwi investors have noticed.

Following years […]

By |2023-06-01T15:58:24+12:00June 1st, 2023|All, Investing education|0 Comments

Our new fund manager landing pages


Our new fund manager landing pages

Article written by InvestNow – 1st June 2023

When surveyed, both new and current InvestNow customers, told us that our website was the most commonly used website for researching and managing their managed funds investment options.  Whilst we found this to be really encouraging, we also received some clear feedback on how we can improve the customer experience through enhanced content and making it easier to access everything you need.

We are pleased […]

By |2023-06-01T13:16:13+12:00May 30th, 2023|All, Investing education, News|0 Comments

Don’t read all about it: why media is not the last word on investing


Don’t read all about it: why media is not the last word on investing

Article written by InvestNow – 27th April 2023

Stuff happens all the time.

Stuff such as the November 2021 float of NZ-founded shoe company, Allbirds, on the US stock market.

“Investors in Allbirds could have almost doubled their money,” ran the Stuff headline the following day.

The Stuff article quoted then-head of US share-trading outfit, Hatch, Kristen Lunman, talking up the “exciting” Allbirds buzz.

Hatch, along with fellow […]

By |2023-04-27T13:42:33+12:00April 27th, 2023|All, Investing education|0 Comments

A piece of the pie: New Zealand’s largest asset class (probably) isn’t what you think


A piece of the pie: New Zealand’s largest asset class (probably) isn’t what you think

Article written by Dave Tyrer, Chief Operating Officer from Squirrel – 23rd April 2023

People pretty much have four main options when it comes to investing their money: cash, property, equities, and bonds or debt.

Globally, it’s the latter – debt markets – which are the largest and deepest. And, of course, debt comes in a variety of flavours, all backed by different types […]

By |2023-04-27T13:42:23+12:00April 27th, 2023|All, Investing education|0 Comments

Simplicity dumps Vanguard in tax-spillage clean-up, follows InvestNow model


Simplicity dumps Vanguard in tax-spillage clean-up, follows InvestNow model

Article written by InvestNow – 27th April 2023

Passive investment firm, Simplicity, has replaced Vanguard as its offshore assets manager in a move set to fix a well-documented tax problem that similar InvestNow funds were designed to avoid.

Under the news announced last week, Simplicity will swap several Vanguard Australian unit trusts (AUTs) for some New Zealand-based portfolio investment entity funds managed by the German firm, DWS.

The Deutsche Bank-owned DWS […]

By |2023-04-27T13:41:41+12:00April 27th, 2023|All, News|0 Comments

Take a hike: different routes for different rates


Take a hike: different routes for different rates

Article written by InvestNow – 30th March 2023

Short-term interest rates have gone from next to zero to 4% plus in next to no time over the last 18 months.

The pace of rate hikes has been the fastest in decades even if the cruising speed remains well below historical highs.

From August 2021, for instance, the Reserve Bank of NZ (RBNZ) has juiced up the official cash rate from […]

By |2023-03-30T11:42:38+13:00March 30th, 2023|All, Investing education|0 Comments