It appears that a great way to get some Kiwi investors to love an investment fund is to make it an “ETF”, which is short for Exchange Traded Fund.

Since the launch of the first ETF, the S&P 500 ETF (SPY) back in 1993, ETFs have seen tremendous growth globally ($4.5 trillion as at Sept ’17 – source ETFGI.com).

In the US market, where the investment industry has been built around using the stock exchange as the infrastructure for delivering investment solutions to […]

This is the question: is active funds management worth the effort?

As far back as 1609 William Shakespeare was mulling over the active/passive conundrum in one of the most famous passages from his Netflix mini-series, ‘Hamlet’ (working title: ‘CSI Copenhagen’).

“Whether ’tis nobler in the mind to suffer

The slings and arrows of outrageous fortune,” the procrastinating Danish protagonist whined.

“Or to take arms against a sea of troubles.”

Often misinterpreted as a contemplation on mortality, Hamlet’s speech was actually a query posed to the Danish Investment […]

Anthony Edmonds – InvestNow

12th June 2017

This is a great question, and one we receive often from our customers and prospective customers.

If we assume that an investor has a tax rate of 33% for their FIF (Foreign Investment Fund) investments, and a PIR (Prescribed Investor Rate) of 28% for their PIE (Portfolio Investment Entity) funds, then when their global share returns are over 5%, they would pay 1.65% tax on their FIF fund investment (being 33% multiplied by the 5% FDR, or Fair […]