Responsible Investing – not a fleeting fad

Article written by David Fyfe – Portfolio Manager, Mint New Zealand SRI Equity Fund, Mint Asset Management – 7th February 2022

When Mint began our journey on including ESG (Environmental, Social and Governance) factors into our process many years ago, a common question was often “Why would you, surely you are just reducing your investible universe and hence lowering performance?” As with any change from tradition, some probing questions should be […]

Classic hits of 2021 revisited (plus all the new releases)

Article written by David Boyle, Mint Asset Management – 12th December 2021

Mint Asset Management’s Head of Sales and Marketing, David Boyle, looks back on his hit-picks for the industry in 2021… and forward to another compliant year.

Someone a lot smarter than me once advised me: “Boyle sometimes you need to look back to go forward.”

And while I have been in a rush to say goodbye to 2021 […]

Manager Panel – Currency-hedged funds

Welcome to the Manager Panel! Each month, InvestNow will ask a few of our fund managers some questions about a topic. Read below their thoughts on currency-hedged funds, in regards to the November article  — Currency hedging for Kiwi fund investors: The easy way to steer safe in the $2.4 quadrillion tide.

George Carter, Managing Director – Nikko Asset Management New Zealand

How to be a better-than-average investor by averaging

Article written by InvestNow – 30th November 2021

Buy-low, sell-high is the stock-standard advice for generating capital returns on investment assets.

Unfortunately, the self-evident piece of folk wisdom does not come with any practical guidance on how to spot the ideal buying and selling moments.

And anyone familiar with the ups and downs of investment markets has likely reached the frustrating conclusion that it’s nearly impossible to predict market behaviour on any […]

Currency hedging for Kiwi fund investors: The easy way to steer safe in the $2.4 quadrillion tide

Article written by InvestNow – 30th November 2021

On any given day about US$6.6 trillion courses through global foreign exchange markets, according to the Bank for International Settlements (BIS), in a constant tidal movement of cross-border financial flows.

Estimates from the BIS, the central bank for central banks, put the entire value of tradable world currencies in 2019 at over US$2.4 quadrillion […]

Fee-thinking: price-check in the fund aisle

Article written by InvestNow – 29th October 2021

Nothing comes for free in this world, but price isn’t everything.

Indeed, while most people are cost-conscious (otherwise supermarkets wouldn’t run ‘special offers’), they are also usually prepared to pay more for perceived quality or ‘value’.

But for managed fund investors the concept of ‘value for money’ – now a major focus for the Financial Markets Authority […]

Focus on what matters

Article written by Lighthouse Funds

Key Points:

• Focus on net returns after tax – that’s what you get to keep
• Differences in fees are quickly overwhelmed by differences in investment style
• The best measure of a manager’s inherent performance is the 5-year average net returns

Focus On What You Get To Keep

There’s a lot of focus on fund management fees, with both regulatory and competitive pressure to keep fees low.  The implication is that lower […]

Manager Panel: Cryptocurrencies

Welcome to the Manager Panel! Each month to supplement the lead article in InvestNow’s Magazine, InvestNow will ask a few of our Fund Managers some questions around a topic. Read below their thoughts on cryptocurrencies, in regards to the September lead article  — Crypto-facto: Investing in the digital asset age.

Pie Funds – Mike Taylor, Executive Director, Founder & CEO

Crypto-facto: Investing in the digital asset age

Article written by InvestNow – 4th October 2021

In a little over 10 years the concept of ‘cryptocurrency’ has emerged from an obscure technical paper outlining a new software protocol for geeks to become a global phenomenon valued by some measures at over US$2 trillion.

However, Satoshi Nakamoto, the pseudonymous author of the 2008 paper that introduced ‘bitcoin’ to the world, never used the term cryptocurrency, describing his (or her or […]

Investing in Bitcoin: Vault Digital Funds

Article written by Vault Digital Funds – 4th October 2021

1. Why should Kiwis include Bitcoin in their investment portfolio?

Reasons why Kiwis might consider including a small amount of Bitcoin exposure in their investment portfolio include:

• Diversifying their portfolio.
• It’s potential as a relatively inflation-proof asset, given Bitcoin’s scarce supply.
• Its longer term potential, given increasing adoption rates and maturing market confidence with institutional and retail investors, which suggest demand increasing over time.

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