Focus on what matters


Focus on what matters

Article written by Lighthouse Funds

Key Points:

  • Focus on net returns after tax – that’s what you get to keep
  • Differences in fees are quickly overwhelmed by differences in investment style
  • The best measure of a manager’s inherent performance is the 5-year average net returns

Focus On What You Get To Keep

There’s a lot of focus on fund management fees, with both regulatory and competitive pressure to keep fees low.  The implication is that lower […]

By |2022-09-14T14:32:13+12:00October 29th, 2021|All, Investing education|0 Comments

Manager Panel – Cryptocurrencies


Manager Panel: Cryptocurrencies

Welcome to the Manager Panel! Each month to supplement the lead article in InvestNow’s Magazine, InvestNow will ask a few of our Fund Managers some questions around a topic. Read below their thoughts on cryptocurrencies, in regards to the September lead article  — Crypto-facto: Investing in the digital asset age.

Pie Funds – Mike Taylor, Executive Director, Founder & CEO

By |2022-09-14T14:33:26+12:00October 4th, 2021|All, Investing education|0 Comments

Crypto-facto: Investing in the digital asset age


Crypto-facto: Investing in the digital asset age

Article written by InvestNow – 4th October 2021

In a little over 10 years the concept of ‘cryptocurrency’ has emerged from an obscure technical paper outlining a new software protocol for geeks to become a global phenomenon valued by some measures at over US$2 trillion.

However, Satoshi Nakamoto, the pseudonymous author of the 2008 paper that introduced ‘bitcoin’ to the world, never used the term cryptocurrency, describing his (or her or […]

By |2022-09-14T14:34:39+12:00October 4th, 2021|All, Investing education|4 Comments

Important announcement — re Hunter Investment Management


Important announcement — re Hunter Investment Management

Article written by InvestNow – 4th October 2021

For those investors in one or more of the Hunter Investment Management range of funds, for your managed funds and/or KiwiSaver portfolio, below are two important updates with regards to the ownership and management of these funds.

Hunter Global Fixed Interest Fund

Here is the announcement from Harbour Asset Management:

“…As of 30 September, Harbour will become the manager and issuer of the Hunter Global Fixed […]

By |2022-09-14T15:21:06+12:00October 4th, 2021|All, News|0 Comments

Investing in Bitcoin: Vault Digital Funds


Investing in Bitcoin: Vault Digital Funds

Article written by Vault Digital Funds – 4th October 2021

1. Why should Kiwis include Bitcoin in their investment portfolio?

Reasons why Kiwis might consider including a small amount of Bitcoin exposure in their investment portfolio include:

  • Diversifying their portfolio.
  • It’s potential as a relatively inflation-proof asset, given Bitcoin’s scarce supply.
  • Its longer term potential, given increasing adoption rates and maturing market confidence with institutional and retail investors, which suggest demand increasing over time.
  • […]

By |2022-09-14T15:19:56+12:00September 20th, 2021|All, Investing education|21 Comments

Manager Panel – Preparing for retirement


Manager Panel: Preparing for retirement

Welcome to the Manager Panel! Each month to supplement the lead article in InvestNow’s Magazine, InvestNow will ask a few of our Fund Managers some questions around a topic. Read below their thoughts on preparing for retirement, in regards to the August lead article  — Not enough already: how to make more of KiwiSaver.

Harbour Asset Management – Chris Di Leva, Multi-Asset Portfolio Manager

By |2022-09-14T14:45:36+12:00August 31st, 2021|All, Investing education|0 Comments

Not enough already: how to make more of KiwiSaver


Not enough already: how to make more of KiwiSaver

Article written by InvestNow – 31st August 2021

Countless studies across the world have revealed retirees share the same number one fear: running out of money.

In fact, global insurance company Allianz Life research found over 60% of US baby boomers fear running out of money in retirement more than death. Similar trends emerged in a recent Australian Allianz survey where pennilessness outranked death as the number one […]

By |2022-09-14T14:47:08+12:00August 31st, 2021|All, KiwiSaver|0 Comments

Murder House memories: why KiwiSaver investors need to brush-up on good financial habits


Murder House memories: why KiwiSaver investors need to brush-up on good financial habits

Article written by David Boyle, Mint Asset Management – 16th July 2021

For many investors who cut their teeth in the 1980s, the crash of 1987 left holes in their wealth and lasting scars. Is there a danger investors today react the same to a similar event? David Boyle drills into the past for lessons on how to avoid the horror…

If you are a certain […]

By |2022-09-14T14:48:40+12:00August 30th, 2021|All, KiwiSaver|0 Comments

No real surprises – FMA research into Kiwis using investment platforms


FMA retail investor platforms research findings – no real surprises …

Article written by InvestNow – 5th August 2021

The FMA published their research yesterday, looking at the adoption of platforms by Kiwis for investing.  The objectives of the research was to understand:

  • The type and profile of investors in retail platforms.
  • Their risks and behaviour within these platforms.
  • The motivations and influences that brought them to where they are.

It’s great to see the […]

By |2022-09-14T15:14:46+12:00August 5th, 2021|All, News|0 Comments

The KiwiSaver hack: “We’ve side-stepped KiwiSaver’s biggest flaw” - InvestNow 


The KiwiSaver hack: “We’ve side-stepped KiwiSaver’s biggest flaw” - InvestNow

Article written by InvestNow – 30th July 2021

Insufficient design

Over the last 14 years, KiwiSaver has evolved from a gleam in the eyes of Sir Michael Cullen to a starring role in the financial lives of more than 3.1 million New Zealanders, topping $82 billion in funds under management. 

However, as popular as it is, of late many have been pointing to its obvious design flaw – the limited ability for one portfolio/investor to invest in multiple KiwiSaver offerings.

Stuff’s Janine Starks […]

By |2022-09-14T15:05:32+12:00July 30th, 2021|All, KiwiSaver|0 Comments