“Where a fund has not been active for at least 1 year, there is no performance data available.
The data is sourced from The Disclose Register. This is a register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013.”
On the Invest page we provide 1 Year & 5 Year performance data. This data is net of fees and before tax.
The data is sourced from The Disclose Register. This is a register for offers of financial products and managed investment schemes under the Financial Markets Conduct Act 2013.
This data is updated within the month following the corresponding updates on The Disclose Register (currently quaterly January, March, July & December).
The Disclose Register is provided by the New Zealand Companies Office and can be found at https://www.companiesoffice.govt.nz/disclose.
Yes you can.
Please request the off-market transfer request here. We will then prepare an off-market transfer form and email it to you (using the email address already linked to your InvestNow account) for you to sign and return to us. Please note that the original signed copy of the form may be required.
It is important to note that the investments that can be held through the service are subject to change. If you hold an investment and the InvestNow decides to stop supporting it, we will notify you. We may then determine that the investment will need to be sold or transferred into your own name.
Prior to investing in any Fund you should read the disclosure material and research the Fund to ensure that it meets your specific investment needs.
It is good practice to get independent advice from an Authorised Financial Adviser (AFA) before making any investment. Note that the team at InvestNow Saving and Investment Service are unable to provide you with financial advice.
Websites such as sorted.org.nz are also a useful resource. Visit their “Investing & savings guide” for helpful information.
Your account balance is the value of your holdings. You can find these on the Holdings page once logged in to your account.
InvestNow is an online experience so we will not send you any statements in the mail.
When we prepare statements for you, for example at the end of the tax period, we shall upload these into your “My Documents” page. Once there you can view any documents by clicking the download button.
If you wish to run any reports yourself, you action this from the My Documents page – just follow these steps:
You can see the full list of your transactions on the “Activity” page once you have logged on to your InvestNow account. You can view or print the transactions.
When you sell managed funds the proceeds of the sale are deposited into your InvestNow Transaction Account. Once there, you can then withdraw those funds by transferring them to your nominated account.
To raise a Withdrawal instruction click on the Withdraw funds link on the Home Page (can be found under Quick actions).
If you selected to have any income or distributions paid to you, and not reinvested in the same fund, any monies will be credited to your InvestNow Transaction Account.
If you had selected to have any income or distributions reinvested in the specific fund, this will happen automatically.