Fund Manager News Archives - Page 79 of 109

Smarter by the dozen: We’ve added five NZX passive funds

We recently asked customers which Smartshares funds they would most like added to the range available on InvestNow.

Bringing the range we offer from Smartshares up to 12, there were five clear favourites and we are really pleased to announce that these are available now, for you to add to your InvestNow portfolio:

Emerging Markets Fund
NZ Dividend Fund
NZ Property Fund
US Large Growth Fund
US Mid Cap Fund

ABOUT THE RANGE OF SMARTSHARES FUNDS

If you want to learn some more about these, and the other […]

By Mike Heath|2019-06-25T15:49:37+12:00March 28th, 2019|Fund Manager News|0 Comments

INVESTNOW MAGAZINE – MAR 2019 – Morphic Asset Management

Commentator – Jack Lowenstein, Morphic’s Managing Director & Joint CIO

Q: What are the dangers for consumers in investing in products that don’t have arm’s length custody arrangements?

A: We believe strongly that investors should ensure there are arms’ length custody arrangements at all levels of the investment process. We take great care that this is done for each investment we make in our funds, and believe investors in our funds should do the same for their holdings.

Q: How can […]

By Mike Heath|2019-06-25T15:52:37+12:00March 28th, 2019|Fund Manager News|0 Comments

Attention Trust Customers. Have you seen Connectworks?

We recently spoke to Nigel Keats, of Connectworks, about how trusts use their platform to help achieve their compliance obligations. Here is what he had to say:

“Trusts are commonly used in New Zealand as a means of asset protection and succession planning. There are potential tax benefits under some circumstances too.

But while settlors and trustees want to protect assets, it should be expected that other parties may want to want to challenge the protection sought. This could include […]

By Mike Heath|2019-06-25T15:53:19+12:00March 28th, 2019|Fund Manager News|0 Comments

InvestNow News 22nd Mar – AMP – Market Watch

5 March 2019 – Greg Fleming, Head of Investment Strategy

February saw a continuation of world equity markets’ rebound, with volatility falling and growth assets stronger across the board, as the impact of a lower global interest rate path takes hold. Greg Fleming talks through the drivers behind this and why lifting our exposure to growth assets is still appropriate despite a slower world economy.

Watch now >

By Mike Heath|2019-03-22T10:23:20+13:00March 22nd, 2019|Fund Manager News|0 Comments

InvestNow News 22nd Mar – Russell – Fact Sheets Feb 2019

Please see the links below for your fund fact sheets for February 2019

[…]

By Mike Heath|2019-03-22T10:18:43+13:00March 22nd, 2019|Fund Manager News|0 Comments

InvestNow News 22nd Mar – India Avenue – Feb 2019 Factsheet

In this month’s Fact Sheet, we cover the following:

The India Avenue Equity Fund was up 2.7% in February, (despite geopolitical events) bouncing back after a difficult 2018
Investment in renewable energy projects is growing rapidly as the Indian Government promotes sustainability of the country’s ever growing consumption of energy
Our current portfolio positioning in terms of top 10 stocks, sector positions and […]

By Mike Heath|2019-03-22T10:13:55+13:00March 22nd, 2019|Fund Manager News|0 Comments

InvestNow News 22nd Mar – Morphic – Global Macro Outlook Q&A

March 20 2019

WHAT CAN BE SAID ABOUT MARKETS NEARING THE END OF Q1 2019?

So far, 2019 is in line with what we were expecting at the beginning of the year. We reiterate we were more surprised with the selloff in December 2018 than the rally in 2019.

The two-month 10.5% (in USD) rally in 2019 was the third strongest start to a year on record. In March, we saw the first down […]

By Mike Heath|2019-03-22T10:40:05+13:00March 22nd, 2019|Fund Manager News|0 Comments

InvestNow News 22nd Mar – Legg Mason – Brexit: The Beginning of the End, or the End of the Beginning?

Richard Lawrence – Senior Vice President, Portfolio Management

March 19 2019

It was a head-spinning week in the U.K. where three significant votes took place in Parliament, along with several arguably less important amendment votes along the way also. To recap the key votes:

On Tuesday, March 12, Prime Minister Theresa May’s Brexit deal with the European Union (EU) was once again defeated (391-242), although by a narrower margin than in January (432-202)

[…]

By Mike Heath|2019-03-22T09:02:38+13:00March 22nd, 2019|Fund Manager News|0 Comments

Smarter by the dozen: InvestNow adds five NZX passive funds

Media Release – 19th March 2019

New Zealand’s biggest direct-to-consumer managed funds platform, InvestNow, has added five index products to its range in response to customer demand.

Mike Heath, InvestNow general manager, says the platform took on the five exchange-traded funds (ETFs) offered by the NZX-owned Smartshares following a client survey.

“We already had seven Smartshares ETFs on InvestNow but our clients were asking for more choice,” Heath said. “The five new funds were clear favourites among our investors.”

The new Smartshares ETFs now available on InvestNow comprise the: Emerging […]

By Mike Heath|2019-06-25T15:54:05+12:00March 20th, 2019|Fund Manager News|0 Comments

InvestNow News 15th Mar – Harbour Outlook – Slowing but still growing

March 8 2019

The Harbour Outlook summarises recent market developments, what we are monitoring closely and our key views on the outlook for fixed interest, credit and equity markets.

Key points

Share markets continued their new year rally, aided by positive noises from trade negotiations and further dovish rhetoric from the US Federal Reserve (the Fed)
Economic data released during the month continue to portray lower economic activity, especially in Europe and China, […]

By Mike Heath|2019-03-15T12:10:05+13:00March 15th, 2019|Fund Manager News|0 Comments