Our Fund Managers2019-07-18T16:22:02+12:00

Our Fund Managers

Listening to our customers ensures we are able to offer a range of funds that best suit their needs. We have picked an extensive range of funds from global and NZ fund providers.

Plus we’ve made all the funds accessible by setting the minimum investment amount for all funds at $50, when part of your Regular Investment Plan, or $250 for one-off investments.

Find the Fund Manager that you are looking for. Click the logo below for more information.

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AMP Capital is a specialist investment manager with a long history of providing investment management services for investors in New Zealand. As a majority owned subsidiary of AMP Limited, AMP Capital is part of the AMP group, sharing a history that dates back to 1849. During this time it has evolved from a traditional funds management organisation to a broad based investment management company, providing services to all sectors of the financial services industry.

Learn more about AMP Capital here

Antipodes Partners is a global asset manager offering a pragmatic value approach across long only and long-short strategies (~A$8bn AUM). We aspire to grow client wealth over the long-term by generating absolute returns in excess of the benchmark, at below market levels of risk. We seek to take advantage of the market’s tendency for irrational extrapolation, identify investments that offer a high margin of safety and build portfolios with a capital preservation focus.

Antipodes is majority owned by its seasoned investment team and its performance culture is underpinned by sensible incentives, a focused offering and the outsourcing of non-investment functions to minority partner Pinnacle Investment Management Limited.

For more information, please visit www.antipodespartners.com

Learn more about Antipodes here

ANZ Investments is one of New Zealand’s leading investment, funds management and KiwiSaver providers. Fully owned by ANZ Bank New Zealand Limited, we have been helping New Zealanders grow and protect their wealth for nearly 30 years.

Today, ANZ Investments manages more than $20 billion on behalf of a wide range of investors including individuals, trusts, corporates, KiwiSaver and superannuation schemes, government organisations and charities. Our products are sold through ANZ and selected external financial adviser channels.

Learn more about ANZ Investments here

Devon Funds Limited is an independent investment management business that specialises in building investment portfolios for our clients. Our highly qualified and experienced investment team is committed to helping investors achieve their desired investment results.

Learn more about Devon here

Elevation Capital was founded in 2007 by Christopher Swasbrook, Craig Stobo and Andrew Harmos. Elevation Capital is a true boutique that is still majority owned by its directors and executives today. The Firm is a ‘value oriented’ global investor who seeks to invest in undervalued companies.

Learn more about Elevation Capital here

Fisher Funds is a specialist investment manager. Since 1998, our mission has been to make investing understandable, enjoyable and profitable for New Zealand investors. We aim to do this by delivering great investment returns and superb client service.

We’re proudly 100% New Zealand owned and operated and today we manage more than $7 billion for over 260,000 investors.

Learn more about Fisher Funds here

Harbour Asset Management Limited is a highly rated New Zealand-based asset management firm. Established in December 2009, we have one foundational goal – to be the industry’s most trusted. This goal now underpins everything we do.

Since 2009, Harbour has grown to encompass a close-knit, high-achieving team with over 180 collective years of investment industry experience. Harbour has extensive experience managing funds for government institutions, corporate superannuation funds, charities, iwi and retail investors.

Learn more about Harbour Asset Management here

Hunter Investment Management Ltd is a new Funds Management business intended to offer high quality asset management services predominantly to institutional and larger adviser groups but will be FMA Act compliant for both retail and wholesale investors.

Learn more about Hunter Investment Management here

India Avenue Investment Management (India Avenue) is a specialist, boutique investment firm based in Sydney, Australia. Our firm is focused on providing simple but effective investment solutions for Australian and New Zealand based investors seeking to benefit from India’s strong economic growth by investing in its vibrant capital markets.

Learn more about India Avenue here

Legg Mason has over a century of experience in delivering astute investment solutions.  As of 31 December 2017, we manage AUD$982 billion across a broad mix of equities, fixed income, alternatives and multi-asset strategies. Listed on the New York Stock Exchange, our company is headquartered in Baltimore USA and employs more than 3300 employees in 39 offices around the world including both Melbourne and Sydney.

Learn more about Legg Mason here

Milford was formed in 2003 by an experienced group of individuals who recognised the need for an investment company that provides New Zealanders with a world class investment partner they can trust.

Milford was founded on several guiding principles which align their interests with those of their investors. These are protecting investors’ capital, a performance-based fee structure, employees investing alongside their clients and long-term staff ownership.

Learn more about Milford Asset Management here

Mint Asset Management is a boutique investment management business based in Auckland, New Zealand.

Mint offers a targeted range of investment strategies which are managed by a group of highly experienced investment professionals. The business is wholly owned by staff, which aligns our interests with our clients, and generating investment returns is all we do.

Learn more about Mint Asset Management here

Morphic Asset Management is a global equity investment manager based in Sydney. It manages the Morphic Global Opportunities Fund for high net worth, retail and institutional investors. Founded in 2012, we are focused, vigilant and agile in our approach and believe the financial industry can leverage capitalist principles to create a better world (a hint that MGOF is ethical).

Learn more about Morphic here

Nikko Asset Management is one of Asia’s largest asset managers with offices in nine countries and over USD $182 billion of Assets Under Management⃰.  Our global investment network provides a real time connection to over 200** investment professionals who share proprietary ideas and perspectives. This unique advantage makes Nikko AM NZ the only dedicated investment manager based in New Zealand to be a part of a specialist global investment manager

Learn more about Nikko AM here

Pathfinder is an independent boutique fund manager and responsible investment specialist. Its’ experienced NZ-based team oversees investment in global equities, property and commodities.  Pathfinder’s executives and staff invest in their funds alongside investors and focus on risk management, good governance and investor transparency.

Learn more about Pathfinder here

Founded in 1994, Platinum is an Australia-based investment manager that focuses on one asset class – international shares, or, more simply put, they provide portfolios of listed companies from around the world.

Managing AUD$24 billion, Platinum offers only one core investment style – being to seek out companies whose true worth and prospects are yet to be fully recognised by the market. Past performance shows that Platinum’s approach is one that has worked in different economic climates and withstood the test of business cycles.

Learn more about Platinum here

Russell Investments is a global asset manager with core capabilities that extend across capital markets insights, manager research, asset allocation, portfolio implementation and factor exposures. With 21 offices worldwide, Russell Investments manages over NZ$354 billion in assets, researches over 6,300 investment products, and advises on US$2.5 trillion in assets, including over NZ$7 billion on behalf of a range of large New Zealand clients.

Learn more about Russell Investments here

Salt Funds Management is a boutique funds management company, wholly owned by its staff.  We believe that the New Zealand market has peculiar characteristics that lead to market inefficiencies that can be exploited over time to deliver superior risk-adjusted returns. In our view there are no shortcuts to successful investing – the key is to understand companies, their financials and the markets in which they operate.

Learn more about Salt Funds Management here

Smartshares is New Zealand’s leading passive investment manager and the pioneer of Exchange Traded Funds (ETFs) in New Zealand, launching the first ETF in 1996.  Smartshares is committed to providing innovative financial solutions for passive investors, and is the manager of a comprehensive selection of 23 global and domestic ETFs, across the main investment asset classes of bonds, cash, property and shares. The units in the ETFs are listed on the NZX Main Board and are tradeable like individual shares.

Each fund is a listed Portfolio Investment Entities (PIEs).

Learn more about Smartshares here

With more than AUD $5.4 trillion in assets under management as of 31 December 2016, including more than AUD $880 billion in ETFs, Vanguard is one of the world’s largest global investment management companies.

In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for more than 20 years.

Learn more about Vanguard here

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