Te Ahumairangi on InvestNow
Te Ahumairangi offers the Te Ahumairangi Global Equity Fund (international equities) on the InvestNow platform.
Learn more about Te Ahumairangi, their investment options available to InvestNow customers plus access their latest news & updates.
Te Ahumairangi is one of 30+ specialist investment managers that have partnered with InvestNow.
October 2024
How Te Ahumairangi describe themselves:
We are a Wellington-based active fund manager that solely invests in global equities. We have a particular focus on lower-risk global equities, aiming to build portfolios that are unlikely to fall as much as the market during significant share market downturns.
We want to do the right thing for our investors, which includes fair fees and a rigorous investment approach. We believe that this combination should mean that investors will achieve better than market returns with lower than market risk over the long term.
Investors in our $400 million global equity fund access the same robust, intellectually-rigorous investing approach that we apply to the $1.4 billion that ACC has trusted us to manage for them. The ACC mandate is grounded in sound knowledge – Te Ahumairangi is founded by Nicholas Bagnall, who played a key role in setting up the intellectual framework and driving the long-term success of ACC’s investments.
For more information about Te Ahumairangi Investment Management, please visit www.teahumairangi.co.nz
Te Ahumairangi investment options
Below is the range of investment options from Te Ahumairangi 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 the following important statement from Te Ahumairangi Investment Management Ltd, with regards to the Te Ahumairangi Global Equity Fund.
WARNING FOR US CITIZENS: Please be aware the Te Ahumairangi Global Equity Fund may potentially be holding direct equities that are subject to the US Sanctions List. For more information please phone the Fund Host, Implemented Investment Solutions on +64 4 499 9654.
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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Te Ahumairangi InvestNow KiwiSaver Scheme investment options
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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 Te Ahumairangi
Understanding Equity Market “Style Factors”
22 October 2024
The maxim that “birds of a feather flock together” often seems to apply as strongly to the share market as it does to ornithology. “Stocks of a feather” flock together as well.
Monthly Fund Fact Sheet September 2024
Global equity markets rose in September. Developed country equity markets (as represented by the MSCI World index) returned +1.54% (including gross dividends) in local currency terms.
How the flow of funds in the economy effects corporate profits
17 September 2024
Throughout the global economy, every time someone (or some entity) receives a cash inflow, someone else (or some other entity) is paying a cash outflow.
Monthly Fund Fact Sheet August 2024
Global equity markets rose in August. Developed country equity markets (as represented by the MSCI World index) returned +1.90% (including gross dividends) in local currency terms.
Are the Cashflow Kings becoming Capex Kings?
13 August 2024
When the online & software companies that dominate the market today were overtaking the largest industrial & financial companies in terms of market capitalisation, one clear point of contrast had been how much more efficient the new leaders were in their use of capital.
Monthly Fund Fact Sheet July 2024
Global equity markets rose in July. Developed country equity markets (as represented by the MSCI World index) returned +1.27% (including gross dividends) in
local currency terms.
Risk matters
2 July 2024
Conventional finance theory typically describes investor preferences in the two dimensions of expected return and risk, where risk is measured in terms of the standard deviation of returns.
What will be the Next Big Thing?
4 June 2024
Right now, generative AI is the “Big Thing” in global equity markets. Equity markets also remain excited about GLP-1 weight-loss drugs. What may be next?
Making sense of volatility
30 April 2024
Sensible investors will appreciate that a realistic expectation for global equity markets (in aggregate) is for long-term returns to exceed inflation by about 5% or 6% per annum.
Will the market share your bullish views when the tide goes out?
26 March 2024
More than has been the case in any other time that I have experienced (in 31 years of equity analysis and portfolio management), the language that equity analysts and other market participants are using to communicate their ideas is short-term in nature.
Home bias plus passive investment equals distorted markets
20 February 2024
Advocates of passive investing will generally claim that the combined impact of passive investors on the relative market pricing of different equities is minimal.
Paradoxes & pitfalls of measuring average returns
16 January 2024
Over the past 6 calendar years, the arithmetic average annual return from bitcoin has been 78.9% when measured in US dollars.
Monthly Fund
Fact Sheet
April 2023
Global Equity markets rose in April. Developed country equity markets (as represented by the MSCI World index) returned +1.65%…
Monthly Fund
Fact Sheet
March 2023
Global Equity markets rose in March, despite weakness early in the month associated with the collapse of 2 US banks…
Monthly Fund
Fact Sheet
February 2023
Global Equity markets declined in February. Developed country equity markets (as represented by the MSCI World index) fell -1.53%…