Following on from last month, where we talked about the timeframes associated with buying and selling managed funds, and how they differed by fund and manager, this month we shall cover deposits and withdrawals.
There are a few FAQs that are relevant to Deposits & Withdrawals:
If you’d like to set up a Children’s account we are here to help. Just drop us an e-mail (contact@investnow.co.nz) with the details we need (see the Children’s Account FAQ).
Like all investors, we will use the PIR rate for your child to ensure they are taxed at the correct rate for their PIE investments. However, where they invest in the Smartshares Exchange Traded Funds, they will be taxed at the maximum 28% PIR […]
The annual reports for Devon, Mint and Nikko have been published recently in InvestNow News. Links for each are available below:
Fiscal Policy Outlook: Responsible Stimulus
Monthly Review – July 2018
“Firstly, as our cover indicates, we have a three year anniversary to celebrate. Pathfinder’s Global Property Fund now has 3 full years of history – and it’s doing well. According to Morningstar our fund is:
“If you’re the decision making person/committee of any central bank other than the Fed, you must be looking with at least some degree of envy at the set of circumstances confronting the US Federal Open Market Committee (FOMC).
Right now US GDP growth is stronger than its non-inflationary potential, […]
Auckland and Christchurch Investment Seminars – September 20th
Global Macro Outlook
Richard Lawrence, Senior Vice President Portfolio Management, Brandywine Global
Richard talks about the key macro themes currently impacting investment markets … watch the video below.
Global Multi-Asset Fund Update
You are invited to take part in a live webinar with Greg Fleming, Head of Investment Strategy and Matthew Hopkins, Senior Portfolio Manager:
Here is what the webinar will cover:
“Goals-based investing is an approach which aims to help people meet their personal and lifestyle […]
23rd August 2018
Continued growth of responsible investment in New Zealand
Harbour is delighted to have been included for the third consecutive year as one of four domestic asset managers that are using a leading approach to Environmental, Social and Governance (ESG) integration in a ‘broad’ responsible investment approach.
Responsible investment has […]