What fund performance data is available?

You can access fund performance data here, on our public website, or within the secure portal once logged in.

Within the secure portal you can access historical performance charts, for funds you hold and all other funds available on InvestNow (see the Buy & Sell page).  Plus you can see performance data in the Holdings page for the funds in your portfolio.

By |2026-08-28T11:29:13+12:00December 18th, 2016|, |Comments Off on What fund performance data is available?

Which Managed Fund is right for me?

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.

By |2019-06-14T13:55:01+12:00December 10th, 2016|, |Comments Off on Which Managed Fund is right for me?

How do I buy managed funds?

To buy Managed Funds you need to have cleared funds in your InvestNow Transaction Account – you deposit money in your InvestNow Transaction Account from your nominated bank account (see FAQ for more details).

Note that the minimum investment amount for Managed Funds purchases is $50, when part of a Regular Investment Plan, or $250 for one-off investments.  For Term Deposits the minimum amount you must invest differs for each bank.  Please visit our TDs page for more information.

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By |2026-08-13T08:48:15+12:00December 10th, 2016|, |Comments Off on How do I buy managed funds?