Squirrel on InvestNow
Squirrel offers the Squirrel Monthly Income Fund (other) on the InvestNow platform.
Learn more about Squirrel, their investment options available to InvestNow customers plus access their latest news & updates.
Squirrel is one of 30+ specialist investment managers that have partnered with InvestNow.
How Squirrel describe themselves:
We are New Zealand’s leading mortgage broker and a rapidly growing specialist lender to New Zealand homeowners. Since Squirrel was established in 2008, we have developed a deep understanding of New Zealand’s residential property market. Our experience and expertise has enabled us to arrange over $10b of home loans for over 20,000 borrowers.
Our lending business started in 2015 with retail investors providing the funding for kiwis needing to borrow money. We only lend to homeowners, the market we know inside and out. We lend to market niches that are under served by banks. This enables investors to earn an attractive return for the credit risk. We develop specialist loan products, like our Launchpad product for First Home Buyers, that are tailored to these niche market segments. Squirrel originates, assesses, and manages the credit risk of loans on behalf of investors. Our investment platform enables investors to take a fractional interest in one or more loans and to be the sole investor in a loan. You can find out more about Squirrel here.
Squirrel investment options
Below is the range of investment options from Squirrel that are available through the InvestNow platform. To see a full range of managed fund investment options available on InvestNow, please click here.
Please note – Squirrel may take up to 30 days to process redemptions for the Squirrel Monthly Income Fund.
Using the table below:
To view more information about a fund and to view a Product Disclosure Statement, scroll to the right. To see a fund’s description on desktop, hover over the fund name. To see a fund’s description on mobile, click ‘read description’.
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Important Information
- For a description of what each column heading means, please click here.
- The performance figures are for periods ending 30 November 2024.
- Past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.
- Performance data is sourced from Morningstar or from the underlying fund manager.
- For any funds offered within the InvestNow KiwiSaver Scheme, the fund performance figures outlined are for the underlying funds that it invests into.
- Please note, the PDS fee is the manager’s estimated total annual fund charge as stated in the Product Disclosure Statement (PDS) for this fund. The Quarterly Fund Update (QFU) Fee is the latest actual total annual fund charge reported by the fund for its most recent financial year, as stated in the fund’s most recent Quarterly Fund Update. Both figures include any applicable GST as well as any performance-based fees if applicable.
- Transaction-based charges may also apply when you buy or sell a fund, which could include buy/sell spreads (as outlined in the buy/sell spread column), entry/exit fees (denoted by * in the buy/sell spread column), or swing pricing adjustments (denoted by ** in the buy/sell spread column). Please see the PDS for full details on the charges that can apply.
- Managed funds in New Zealand must have a standard risk indicator. The risk indicator is designed to help investors understand the uncertainties both for loss and growth that may affect their investment. You can compare funds using the risk indicator – 1 is lower risk and potentially lower returns, while 7 is higher risk and potentially higher returns.
Latest news & updates from Squirrel
Monthly Performance Reports
Latest Squirrel Monthly Income Fund Fact Sheets
Opinion: Greater competition in banking starts with a fairer rate on Kiwi savings
12 August 2024
Over the last couple of years, we’ve seen a lot of debate around the need for greater levels of competition in New Zealand’s banking sector—including lots of noise coming out of the Reserve Bank (RBNZ) and Commerce Commission.
How banks decide what your savings are worth: Part 2
19 February 2024
Discover the ins and outs of term investments.
How banks decide what your savings are worth: Part 1
19 February 2024
Read about how competition affects your finances and how to make the most of your savings, transaction accounts, and investments in a changing market.
Why interest rates could be likely to tumble
5 February 2024
New Zealand’s latest inflation stats mark a big turning point in our battle against the monster. For the first time in more than two and a half years – or 10 consecutive quarters – December’s numbers saw quarterly Cost Price Index (CPI) inflation sitting below 1%.
What will it take to create greater competition in banking? It’s not another bank
29 May 2023
Over the last 20 years or so, we’ve seen a few new players register as retail banks in New Zealand. The mind naturally goes to Kiwibank as the main example, but there are actually several others, including Heartland, SBS Bank and The Co-operative Bank …