Will NZ Property Fund returns keep building, or will they crumble? – Mint Asset Management


Will NZ property fund returns keep building, or will they crumble?

Article written by Carlie Eve – Property Portfolio Manager, Mint Asset Management

Property – it’s a New Zealand love affair that’s created a lot of wealth over recent years in the residential market for Kiwis; but what’s been happening where the big guns play in the listed market?

The Listed Property Sector has had an incredible run over the past few years, in particular over the last 12 months.  As Portfolio […]

By |2022-09-15T13:21:50+12:00January 8th, 2020|All, Investing education|0 Comments

Hot Property – 33% of InvestNow investors hold property funds


Hot property – 33% of InvestNow investors hold property funds

Article by InvestNow

It’s no surprise that we’ve seen investors flooding into property funds, given the consistent performance of the asset class over the last 18 months. Our October 2019 fund performance report show returns far superior to any other asset class – 7 out of the 10 top performing funds on InvestNow were property funds over the 12 months up to October.

Over this period the Smartshares NZ Property Fund lead the pack, returning 35.48% […]

By |2022-09-15T13:24:31+12:00November 29th, 2019|All, Investing education|0 Comments

A Beginners Guide To Responsible Investing – Mint Asset Management


Why Doing The Right Thing Is Good For Your Bank Balance: A Beginners’ Guide To Responsible Investing

Article by David Boyle, Mint Asset Management

If you asked a hundred Kiwis on the street what responsible investing means I bet you would get a hundred different answers. That’s because we all have our own moral compass on what we think is good or bad when it comes to the environment, social impacts and the way companies behave.

The other problem we have are the many and varied terms […]

By |2022-09-15T13:28:14+12:00November 6th, 2019|All, Investing education|0 Comments

Adjusting To Low Interest Rates – The Alternatives


Adjusting to Low Interest Rates – The Alternatives

The world is flat – almost completely, if you measure it in money.

Here’s the proof. Interest rates on New Zealand Term Deposits (TDs) are almost the same stretching from 6 months out to 5 years. In fact, currently you’d be more likely to earn less on a 5 year term than a 6 month term. This is what is referred to as an inverted or negative yield curve, as depicted in the below InvestNow Term Deposit rate chart. […]

By |2022-09-15T13:29:21+12:00October 29th, 2019|All, Investing education|0 Comments

How Do Income Funds Really Work? – Mint Asset Management


How Do Income Funds Really Work?

Article by David Boyle, Mint Asset Management

With global bank deposit rates sinking faster than the Titanic, the hunt for returns on savings is becoming a real challenge, especially for those on a fixed income in retirement. This has driven investors to search outside the square for a better return and it’s why income funds are starting to gain popularity against bank deposits, particularly over the past five years or so.

They’re not a proxy for bank Term […]

By |2022-09-15T13:30:30+12:00October 16th, 2019|All, Investing education|0 Comments

Flying through turbulence – Market Volatility


Flying through turbulence – Market volatility

On September 19 en route from Atlanta to Fort Lauren, Delta Airlines Flight 2352 dropped, unannounced, out of the sky.

According to media reports, the Boeing 757 “plunged” to an altitude of “10,000 feet from 39,000 feet in seven minutes”, allegedly sending passengers into panic mode.

In a breathless post-flight interview, Harris Dewoskin, a Delta 2352 passenger, told press the rapid descent triggered chaos in the cabin.

“Life is fragile. There was a scary 60 to 90 seconds where we really didn’t know […]

By |2022-09-15T13:40:31+12:00September 26th, 2019|All, Investing education|0 Comments

Investing for and with your kids – Starting young with good financial habits


Investing for and with your kids – Starting young with good financial habits

Parental money worries are not just confined to the demands of early childhood – prams, cots, car-seats, nappies, childcare and whatnot – but to those future big-ticket expenses that your kids will inevitably encounter. And as most parents do, you’ll feel obliged to help out.

However, many of these potential future costs can be quantified and offset with a well-designed and proactive investment plan.

Some of the obvious post-childhood expenses likely to pop up include: […]

By |2022-09-15T13:43:28+12:00August 29th, 2019|All, Investing education|0 Comments

On the way home – How to build a dream house deposit portfolio


On the way home – How to build a dream house property portfolio

The Kiwi dream of home-ownership remains a potent force in the national psyche and a key driver of real financial decisions.

Admittedly, the New Zealand property market has moved on somewhat since the hallowed era of the ‘quarter acre block’ and the cheap-as-chips suburban bungalow. But if the dream has been down-sized, the real estate reality appears further away than ever for the latest generation of Kiwi house-shoppers.

A long period of rampant house price […]

By |2022-09-15T13:45:47+12:00July 26th, 2019|All, Investing education|0 Comments

How to get your assets into gear for retirement


How to get your assets into gear for retirement

Investing success – It’s all about strategy.

With an aging population and the arguable sustainability of NZ super, saving for retirement is moving from a ‘nice-to-have’ to a ‘must-have’, which of course is a massive source of long-term anxiety and a big driving factor among Kiwi investors.

Whether you’re investing for retirement or for some other purpose, designing fit-for-purpose investment portfolios remains one of the most challenging tasks facing DIY investors.

Investors need structuring principles to guide product choices within their […]

By |2022-09-15T13:47:20+12:00June 27th, 2019|All, Investing education|0 Comments

‘We’re here for a long time, not just the good times’ – Fisher Funds


‘We’re here for a long time, not just the good times’
– Fisher Funds

Dal Jandu – Senior Wealth Management Adviser, Fisher Funds

We’ve all heard of the saying “here for a good time, not a long time” and some may have used the expression on more than one occasion, whether it be a quote, singing along to Trooper (for the younger readers!) or in a meme.

When it comes to your investments, can the same be said? That comes down to your personal situation […]

By |2022-09-15T13:48:26+12:00June 24th, 2019|All, Investing education|0 Comments