News 2017-11-06T02:23:27+00:00

News

Communication is key to a successful relationship. Here are some of the conversations we’ve been having.

What do the order statuses mean for my managed funds orders?

November 27th, 2017|0 Comments

Managed funds orders go through a number of steps, with each one having a specific status. Here is what they are and what they each mean: Pending – you have placed an order and it [...]

Fund Manager Updates

November 28th, 2017|0 Comments

AMP Capital strategy changes AMP Capital have advised us of the following changes in their investment strategies: AMP Capital Responsible Investment Leaders (RIL) Funds The international fixed interest component of the AMP RIL [...]

Most Commonly Asked Questions

November 28th, 2017|0 Comments

Can I receive my Passcode as a text message (instead of an e-mail)? Yes you can, just follow these simple steps: Login to your InvestNow account. Click on the Profile icon – it’s the [...]

Sunday Star Times – Braced for a correction

November 28th, 2017|0 Comments

Thank you if you took part in our recent survey, where we asked customers how they would respond to a material correction in global equities.  It’s really important to us that our investors are [...]

Best supporting performance: why bonds should have a starring role in your portfolio

November 28th, 2017|0 Comments

And the award for the best-performing asset class for the 10-year period ending June 2017 goes to (wait for the drum roll)... GLOBAL BONDS! A shock result perhaps, but this is no envelope malfunction [...]

InvestNow survey finds clients ready to bear a market correction

October 30th, 2017|0 Comments

This year the world celebrated – if that’s the right word – the 10th anniversary of the global financial crisis (GFC), when market bears roamed wild. You can forget a lot in a [...]

Sunday Star Times – Braced for a correction

November 14th, 2017|0 Comments

Rob Stock - November 12 2017 You may recall the article in our November magazine, where we surveyed our customers, asking them whether they  would buy, sell or sit still if global share markets fell [...]

Our extensive range of funds and fund managers

October 30th, 2017|0 Comments

As the process for adding the new managers and funds, to include those currently offered by RaboDirect, is almost complete we have extended our range of funds to 78 funds from 15 managers. [...]

Fund Performance for October 2017

November 27th, 2017|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 October 2017.  Past performance is not indicative of future results. Performance summary [...]

Fund Performance for September 2017

October 30th, 2017|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax for the month ending 30 September 2017.  Past performance is not indicative of future results. Performance summary - all [...]

Fund Manager Updates – AMP Capital, Harbour Asset Management & Salt Funds Management

October 30th, 2017|0 Comments

Please find attached the following updated PDS’s: AMP Capital Cash Advantage Fund Harbour Asset Management Salt Investment Funds NZ Dividend Appreciation Fund and Salt Enhanced Property Fund

Welcome to our RaboDirect customers

October 30th, 2017|0 Comments

For those that may have missed our exciting news from earlier in the month, we are really pleased to have acquired the managed funds product line from RaboDirect NZ.  We [...]

Children’s Accounts

October 2nd, 2017|0 Comments

Many of our customers have asked if InvestNow offers accounts for children - the answer is simply, yes. Due to the specific requirements around setting up these accounts, we recommend that customers contact us during [...]

InvestNow acquires RaboDirect NZ’s Managed Funds Business

October 2nd, 2017|0 Comments

Date: 3 October 2017 InvestNow acquires RaboDirect’s Managed Funds product line Wellington-based managed funds platform InvestNow has acquired the Managed Funds product line of RaboDirect, the specialist online savings business of Rabobank New Zealand Limited, [...]

Fund Manager Updates

October 2nd, 2017|0 Comments

We have recently received updates from AMP Capital, Mint Asset Management, Nikko Asset Management and Smartshares – please click below to read/review the relevant updates: AMP Capital Investment Funds – Financial Statements Mint Asset Management [...]

What sort of Investor are you?

October 2nd, 2017|0 Comments

Whilst we are a non-advice service, we will always aim to identify ways we can help you make your investment decisions – through providing tools like the Sorted Investor Calculator. The Sorted tool helps many [...]

Vodafone e-mail addresses

October 2nd, 2017|0 Comments

Whilst Vodafone are not switching them off for a few weeks, and they will offer the ability to automatically forward e-mails to a new e-mail address, many of our customers have asked us to change [...]

Pathfinder & Elevation

October 2nd, 2017|0 Comments

This month we’ve added two new fund managers to InvestNow – Pathfinder Asset Management and Elevation Capital. Here is some background they have each provided on their respective PIE funds. Pathfinder Global Property Fund The [...]

Investing regularly with InvestNow

October 2nd, 2017|0 Comments

The single most common thing our customers have asked us for is the ability to regularly invest in their portfolio, by setting up some form of automatic investing facility. I’m really pleased to let you [...]

Fund Performance for August 2017

October 2nd, 2017|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax (unless otherwise specified) for the month ending 31 August 2017.  Past performance is not indicative of future results. Performance [...]

Nikko Asset Management – Client Update Nikko AM NZ Corporate Bond Fund

September 10th, 2017|0 Comments

The current retail fund will be changed such that instead of owning the securities directly, it will instead gain its exposure indirectly through owning assets in a wholesale fund which is expected to be launched [...]

AMP Capital Client Update – AMP Capital Investment Funds and AMP Capital Cash Funds

September 10th, 2017|0 Comments

The annual report for the AMP Capital Investment Funds and AMP Capital Cash Funds for the accounting period ended 31 March 2017 are now available below:   AMP Capital investment Funds Annual Report AMP Capital Cash [...]

The Listener – A DIY guide for would-be investors

September 6th, 2017|0 Comments

2nd September 2018 We featured in Patrick Smellie's "The Smart Money", in the recent edition of the Listener. Written by Sophie Boot, she focussed on "a new class of online platforms, giving mum-and-dad investors, student [...]

2017 FundSource Awards – Congratulations to Fisher Funds, Harbour Asset Management and smartShares

August 30th, 2017|0 Comments

Congratulations to Fisher Funds, Harbour Asset Management and Smartshares - winners in the 2017 FundSource Awards! It's fantastic to see the calibre of our fund managers being recognised. Here are the awards they won: [...]

New shares from Morphic Asset Management, ANZ Investments, Devon and Fisher Funds.

August 25th, 2017|0 Comments

Morphic Asset Management We have a new fund manager on InvestNow – Morphic Asset Management.  Hailing from Sydney, Morphic is a global equity investment manager. They manage the Morphic Global Opportunities Fund for high [...]

How to be a responsible investor: from ESG to SRI

August 25th, 2017|0 Comments

Last year the New Zealand funds management industry apparently experienced the financial equivalent of a religious conversion, switching en masse to the ‘socially responsible investment’ (SRI) persuasion. In less than 12 months, according to the [...]

Off Market Transfers – Real Easy

August 24th, 2017|0 Comments

If you currently hold units in any of the funds we offer directly or through another service provider, and would like to transfer those units to your InvestNow portfolio, it’s really easy to do.  By [...]

Smartshares

August 24th, 2017|0 Comments

In August we added seven ETFs from Smartshares. We are able to bring this to our customers with no brokerage costs, no account costs and no need for our customers to make any ongoing [...]

Did you know that you can receive your passcode as a text message?

August 24th, 2017|0 Comments

Each time you login to your InvestNow account you are sent a unique passcode, as part of our additional layer of security.  The default way of receiving these is via e-mail, however you can also [...]

Fund Performance for July 2017

August 24th, 2017|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax (unless otherwise specified) for the month ending 31 July 2017.  Past performance is not indicative of future results. Performance summary [...]

thesmartandlazy.com – InvestNow added Smartshares ETFs into their offerings

August 18th, 2017|0 Comments

by Alpha InvestNow announced they added 7 SmartShares ETFs into their investment platform. They are the following: NZ Top 50 Aus Top 20 NZ Mid Cap Aus Mid Cap Total World Europe US 500 You [...]

Stuff.co.nz – New Zealanders look for more ways to grow their money

August 15th, 2017|0 Comments

stuff.co.nz Susan Edmunds - August 14, 2017 Growth in KiwiSaver has prompted some investors to look at putting more money into other managed funds, one investment provider says. Investment platform InvestNow offers investors access to managed [...]

NBR Wealth Feature – What we are seeing, in terms of financial literacy

August 2nd, 2017|0 Comments

National Business review - Wealth Feature July 28th 2017 It's very clear to us, as KiwiSaver has just turned ten years of age, that it's definitely had an impact on the financial literacy of Kiwis. [...]

The My Documents Page

July 20th, 2017|0 Comments

Each month we’d like to talk you through some of the key features of the InvestNow service, and the details behind the pages in the secure website. This month it’s the My Documents page. As [...]

How to cash in on cash

July 20th, 2017|0 Comments

As at the end of May this year Kiwis had more than $215 billion sitting around in bank deposits, according to Reserve Bank of New Zealand (RBNZ) statistics. That huge wad of cash – split [...]

Find the right fund more easily

June 22nd, 2017|0 Comments

As the range of funds on InvestNow continues to grow, we are conscious of making it easier for you to find the funds you are wanting to invest in. We’ve added some new filters [...]

Fund Performance for June 2017

July 20th, 2017|0 Comments

Top 10 Funds available on InvestNow All returns are after fees but before tax, for the month ending 30 June 2017.  Past performance is not indicative of future results. Performance summary - [...]

Fund Performance for May 2017

June 20th, 2017|0 Comments

Top 10 Funds available on InvestNow All returns are after fees but before tax, for the month ending 31 May 2017.  Past performance is not indicative of future results. Performance summary - [...]

The Holdings Page

June 18th, 2017|0 Comments

Each month we’d like to talk you through some of the key features of the InvestNow service, and the details behind the pages in the secure website. This month it’s the Holdings Page. As [...]

To be, or not to be, an active (or passive) investor

June 18th, 2017|0 Comments

This is the question: is active funds management worth the effort? As far back as 1609 William Shakespeare was mulling over the active/passive conundrum in one of the most famous passages from his Netflix [...]

thesmartandlazy.com – Smartshares, Superlife, Simplicity & InvestNow. ETF & Index Fund investing in New Zealand

June 15th, 2017|0 Comments

thesmartandlazy.com ETF and Index Fund are simple, low-cost and diversified investment option with a positive result in the long term. It plays an important part in my plan to achieve financial freedom by only do a few smart [...]

Should you expect to pay more tax in a FIF investment or a PIE fund?

June 12th, 2017|0 Comments

Anthony Edmonds - InvestNow 12th June 2017 This is a great question, and one we receive often from our customers and prospective customers. If we assume that an investor has a tax rate of 33% for [...]

thesmartandlazy.com – Simplicity cease offering on InvestNow … but don’t let it stop you

May 25th, 2017|0 Comments

thesmartandlazy.com May 24th Last Friday I wrote about investing Simplicity non-KiwiSaver fund via InvestNow from as little as $250. However, I am sorry to say this opinion is no longer available. Simplicity decided to cease offering [...]

Stuff.co.nz – The people using the rise of online fund investing in their bid for ‘financial freedom’

May 23rd, 2017|0 Comments

stuff.co.nz Rob Stock - May 24 2017 Alpha Leung and his son Ashton, aged four, who is already a share investor. Alpha Leung decided to work out how an "average" guy could become financially free, and to blog about [...]

Customer Advisory – Simplicity have instructed us to cease offering their funds.

May 23rd, 2017|0 Comments

Simplicity contacted us today, and told us that they were stopping InvestNow’s clients from being able to invest in their funds through InvestNow. Obviously, we are deeply disappointed with Simplicity’s decision, given the clear alignment [...]

Fund Performance for the month of April 2017

May 16th, 2017|0 Comments

All returns are after fees but before tax, for the month ending 30 April 2017.  Past performance is not indicative of future results.

Our Roadmap

May 16th, 2017|0 Comments

Our Roadmap We have a very healthy list of functionality enhancements lined up for the InvestNow service, but we thought we’d focus on a couple that we are receiving the most requests for: Regular Investment [...]

The Performance Page

May 16th, 2017|0 Comments

Each month we’d like to talk you through some of the key features of the InvestNow service, and the details behind the pages in the secure website. First-up this month is the Performance page. The [...]

New Fund Managers coming in May

May 16th, 2017|0 Comments

InvestNow is not sitting still. During May we plan to add funds from Nikko Asset Management – taking our range of fund managers up to 10 and the number of funds to 39. The Nikko [...]

Funds/Fund Manager In Focus

May 16th, 2017|0 Comments

InvestNow offers New Zealanders a new way to choose managed funds. We believe in the freedom of choice, having launched with a select range of managers and funds that provide relevant, compelling investment opportunities tailored [...]

Set the funds free: InvestNow founder opens up on direct dream

May 16th, 2017|0 Comments

Anthony Edmonds is a fund guy. With a professional lineage tracing back to Southpac in the early 1990s, and AMP Capital Investors for more than a decade, Edmonds has spent his entire career in the [...]

Stuff.co.nz – Living a money life online, and the pitfalls to avoid

May 16th, 2017|0 Comments

Stuff.co.nz Rob Stock - 17th May 2017 Zane Doran and his wife Kylie, at the beach, where they could open a bank account, switch KiwiSaver fund, set up a trust, or just go for a [...]

Customer Advisory – Harbour Asset Management – Retail Income Fund

May 12th, 2017|0 Comments

12th May 2017 Harbour Asset Management have advised us of a change to the structure of the Harbour Income Fund - effective Monday 19th June 2017. For full details, please refer to the letter and [...]

Money for Young Kiwis – My chat with Anthony from InvestNow

May 15th, 2017|0 Comments

Ryan Johnson - Money for Young Kiwis May 13, 2017 This week I’ve got a chat with Anthony Edmonds, Managing Director of InvestNow. InvestNow is a brand new investing platform based in New Zealand. The [...]

The Smart and Lazy – InvestNow Invest in Vanguard Fund with 0.20% Fee

May 9th, 2017|0 Comments

The Smart and Lazy 9th May 2017 Investnow is a new online investment platform and fund management service just started this year. It is NOT an investment firm but a marketplace for investment funds. An [...]

Fisher Funds confirms InvestNow spot as manager list set for rapid growth

May 2nd, 2017|0 Comments

2nd May 2017 Innovative NZ-owned online direct-to-consumer funds platform, InvestNow, has signed on another high-profile local manager, bringing further diversity to its rapidly-expanding product range. Under the just-inked agreement, InvestNow clients will be able to [...]

Harbour Asset Management opens direct investment channel with InvestNow

May 1st, 2017|0 Comments

19th April 2017 Harbour Asset Management has partnered with online investment platform InvestNow to offer all their retail funds to direct investors. Andrew Bascand, Managing Director at Harbour Asset Management, said InvestNow offered the firm [...]

Investmentnews.co.nz – Wave of new managers to hit direct fund platform

April 24th, 2017|0 Comments

April 23rd, 2017 A new clutch of managers has signed on with online fund platform, InvestNow, with five Fisher Funds products first off the rank. InvestNow founder, Anthony Edmonds, said as well as Fisher a [...]

Harbour Asset Management – Beware a 2019 recession

April 11th, 2017|0 Comments

Christian Hawkesby, Executive Director Head of Fixed Interest and Economics Harbour Asset Management Some superstitious investors worry about the chance of a global recession in 2017. They figure that the stockmarket crash in 1987, Asian [...]

NZ Herald – Small investors get access to big funds

March 21st, 2017|0 Comments

Tamsyn Parker - Money Editor for NZ Herald Friday, 17 March 2017 A new online platform will offer mum and dad investors the chance to access a range of investment funds which normally require hundreds of [...]

InvestNow – Sorted.org.nz Investor Calculator now on InvestNow

March 17th, 2017|0 Comments

  As an investor there are a number of questions you will have, such as: What type of investor am I? What’s a typical mix of investments for me? What kind of results can I [...]

Stuff.co.nz – First KiwiSaver ‘sidecar’ scheme to launch

March 12th, 2017|0 Comments

stuff.co.nz March 6, 2017 KiwiSavers wanting to save more than the minimum needed to get their full employer and government contributions are getting a new option that doesn't involve locking their money away until they [...]

Investmentnews.co.nz – Direct NZ fund platform now live

March 12th, 2017|0 Comments

investmentnews.co.nz January 15, 2017 Wellington-headquartered Implemented Investment Solutions (IIS) has launched a new online investment platform aimed at the direct market. IIS managing director, Anthony Edmonds, said the InvestNow service would kick off with a [...]