As the process for adding the new managers and funds, to include those currently offered by RaboDirect, is almost complete we have extended our range of funds to 78 funds from 15 managers.

Check out our Range of Funds – you can filter the choices by Fund Manager, Sector, Fee Estimate & Fund Type.

Please find attached the following updated PDS’s:

• AMP Capital Cash Advantage Fund
• Harbour Asset Management
• Salt Investment Funds NZ Dividend Appreciation Fund and Salt Enhanced Property Fund

InvestNow Children’s Accounts

Many of our customers have asked if InvestNow offers accounts for children – the answer is simply, yes.

Here is what is needed to set up a child’s account with InvestNow:

• A unique email address for the child, and everyone linked to the account.
• A proof of ID for both the child and the parent/guardian:
  • Drivers license
  • Passport
  • Birth Certificate
• As it is unlikely that a child’s address will appear in any credit databases or land ownership records, we will accept proof of address in the parent […]
  

We have recently received updates from AMP Capital, Mint Asset Management, Nikko Asset Management and Smartshares – please click below to read/review the relevant updates:

• AMP Capital Investment Funds – Financial Statements
• Mint Asset Management – New PDS for Mint Australia New Zealand Active Equity Trust, Mint Australia New Zealand Real Estate Investment Trust and Mint Diversified Income Fund
• Nikko AM – NZ Corporate Bond Fund change in structure
• Nikko AM – Distributions