You can access two forms of performance data for the funds we offer – the performance returns for funds you hold in your InvestNow portfolio, since you have held them, or historical performance data going back up to 10 years, where available.

Performance Data for My Funds

On your PERFORMANCE page we provide a simple bar chart which shows the returns for each asset you currently hold, since inception of your portfolio – you can sort this by the name of the asset or the value of the $ return.  We also […]

We do not offer compounding interest payments for individual term deposits. Term deposit interest is paid back to your transaction account.

However, you can choose to automatically roll over a term deposit at maturity, including both the principal and interest in a new term deposit.

We make the most recent rates available for purchase at 12:00 pm each business day.

InvestNow currently offers term deposits with the following terms:

• 1 month
• 3 months
• 6 months
• 9 months
• 12 months
• 18 months
• 2 years
• 3 years
• 4 years
• 5 years

Please note that not all terms are available for all banks.

To buy term deposits you need to have available funds in your InvestNow transaction account.  You can deposit money to your InvestNow transaction account from your nominated bank account.

Please note the minimum investment amount for ANZ and China Construction Bank is $10,000. The minimum investment amount for the Bank of China is $25,000 and needs to be input to a whole dollar.  For all other banks, the minimum investment amount is $2,000.

To buy a term deposit, please follow these steps:

• Login to […]
  

Elevation Capital Global Shares Fund is priced once a month, on the last business day of the month – the “Valuation Day”.

If you buy or sell units in the fund on a day, before the Valuation Day of the current month, your order will be processed within 10 days of the Valuation Day in the month following.

For Buy orders, your cash will be sent to the application account for this fund and will remain there until the Valuation Day of the same month.  This cash will not be available to […]

Smartshares are listed securities on the NZX. Orders are placed through our broker, Craigs Investment Partners.

All Smartshares orders are aggregated by the Custodian at 12pm each business day and sent to our broker. Orders are executed on the market later that afternoon. Any orders loaded after this time will be processed the following business day.

Buy and sell requests are not matched – each is placed independently.

Minimum investment amount is $50, when part of a Regular Investment Plan, or $250 for one-off investments.

Buy […]