Simplicity dumps Vanguard in tax-spillage clean-up, follows InvestNow model

Article written by InvestNow – 27th April 2023

Passive investment firm, Simplicity, has replaced Vanguard as its offshore assets manager in a move set to fix a well-documented tax problem that similar InvestNow funds were designed to avoid.

Under the news announced last week, Simplicity will swap several Vanguard Australian unit trusts (AUTs) for some New Zealand-based portfolio investment entity funds managed by the German firm, DWS.

The Deutsche Bank-owned DWS […]

Client Update: AMP Capital transition to Macquarie Asset Management

Article written by AMP Capital – March 2022

As part of the sale of AMP Capital to Macquarie Asset Management (MAM), we are writing to provide an update on some changes as we transition the business in New Zealand.

Research IP Fund Manager of the Year Awards – 2021

Article written by InvestNow, information from Research IP

Congratulations to all the fund managers we work with, who recently won awards at the Research IP Fund Manager of the Year Awards for 2021. See below the winning fund managers and funds that we have here on InvestNow.

Announcing the Winners

Fund Manager of the Year

• Milford Asset Management

KiwiSaver Fund Manager of the Year

[…]

Important announcement — re Hunter Investment Management

Article written by InvestNow – 4th October 2021

For those investors in one or more of the Hunter Investment Management range of funds, for your managed funds and/or KiwiSaver portfolio, below are two important updates with regards to the ownership and management of these funds.

Hunter Global Fixed Interest Fund

Here is the announcement from Harbour Asset Management:

“…As of 30 September, Harbour will become the manager and issuer of the Hunter Global Fixed […]

FMA retail investor platforms research findings – no real surprises …

Article written by InvestNow – 5th August 2021

The FMA published their research yesterday, looking at the adoption of platforms by Kiwis for investing.  The objectives of the research was to understand:

• The type and profile of investors in retail platforms.
• Their risks and behaviour within these platforms.
• The motivations and influences that brought them to where they are.

It’s great to see the […]

PMG opens door to new generation investors with InvestNow

Press release written by PMG Funds

PMG, one of New Zealand’s most trusted and established property funds managers, has partnered with online, direct-to-consumer fund platform InvestNow. This collaboration offers InvestNow clients the unique opportunity to invest in PMG Generation Fund, which is open to direct applications via InvestNow from 5th July to 29th July.

Scott McKenzie, PMG Chief Executive Officer and Director, said “InvestNow is an ideal partner to help […]

2021 Morningstar New Zealand Awards – InvestNow winners

Article written by InvestNow

InvestNow congratulates the following fund managers — winners of the 2021 Morningstar New Zealand Awards. See below for the award-winning fund managers who are also fund managers we have within the InvestNow KiwiSaver Scheme. Join the InvestNow KiwiSaver Scheme

Overall New Zealand Fund Manager of the Year

Milford Asset Management

Fund […]

Research IP & Good Returns – Fund Manager of the Year Awards 2020

Article written by InvestNow

Congratulations to all the Fund Managers we work with, who recently won awards at the Research IP & Good Returns – Fund Manager of the Year Awards 2020. See below the winning Fund Managers and funds that we have here on InvestNow.

Announcing the Winners:

Fund Manager of the Year – ANZ Investments

Boutique Fund Manager of […]