Posts2018-08-23T10:58:13+12:00

Posts

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

Five New Smartshares Funds Available Now!

March 15th, 2019|0 Comments

We recently asked customers which Smartshares funds they would most like added to the range available on InvestNow. There were five clear favourites and we are really pleased to announce that these are available now, [...]

December 2018 Volatility – Smartshares

February 28th, 2019|0 Comments

Commentator - Thom Bentley, Client Director- Institutional Q1: What’s driving the recent market volatility? Markets dislike uncertainty. Among the issues contributing to equity market volatility at the end of [...]

Significant enhancements

February 28th, 2019|0 Comments

Our project is underway to deliver a number of key enhancements to the InvestNow experience.  Thank you to all our customers who have responded to our survey or given us feedback, which has made [...]

Holiday hours – Xmas 2018

December 18th, 2018|0 Comments

It’s business as usual for the InvestNow team over the Xmas period.  You can get in touch with us on 0800 499 466 or contact@investnow.co.nz Monday to Friday (excluding national public holidays). The fund [...]

Traditional Term Deposits Now Available

October 31st, 2018|0 Comments

We are really pleased to announce that we now offer traditional bank Term Deposits (TDs) to InvestNow customers! Starting initially with the BNZ, over the next few months we will be bringing TDs to InvestNow from [...]

New Harbour and Fisher Funds

October 31st, 2018|0 Comments

Over recent weeks we have added new funds from Harbour Asset Management and Fisher Funds: Fisher Funds Conservative Fund Diversified fund 1.41% fee PDS Fisher Funds Growth Fund Diversified fund 1.53% fee PDS Here [...]

NEW – Harbour Real Estate Investment Fund

October 9th, 2018|0 Comments

We are pleased to announce the addition of the new Harbour Real Estate Investment Fund. Launched 1st October, this brings the number of Listed Property funds we offer to 7 in total. About the fund Here is how [...]

Portfolio Performance

August 29th, 2018|0 Comments

The number one request we receive from customers is with regards to improving the Performance Page, and in particular displaying the performance of individual funds in a portfolio, and not simply the portfolio as [...]

New Funds!

August 29th, 2018|0 Comments

It’s been a while since we added new funds, but over the next couple of months you will see a string of new funds and new managers available on InvestNow. Starting in September, [...]

Yes, we do offer Children’s accounts

August 29th, 2018|0 Comments

If you’d like to set up a Children’s account we are here to help.  Just drop us an e-mail (contact@investnow.co.nz) with the details we need (see the Children’s Account FAQ). Like all investors, we [...]

Putting your lazy cash to work

July 27th, 2018|0 Comments

If some of you were wondering why you’ve been receiving an e-mail suggesting you put your cash to work, here is the explanation. Many customers ask if the Transaction Account is interest bearing, which [...]

Trusts and Anti Money Laundering

July 27th, 2018|0 Comments

We’ve been engaging with a few of our family trust customers lately, requesting additional information as we complete our Enhanced Due Diligence (EDD).  We thought this month’s edition of the InvestNow Magazine would be [...]

Fund Performance for January 2019

February 27th, 2019|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 January 2019.  Past performance is not indicative of future results. Performance summary - all [...]

Fund Performance for December 2018

January 29th, 2019|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 December 2018.  Past performance is not indicative of future results. Performance summary [...]

Fund Performance for November 2018

December 17th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 30 November 2018.  Past performance is not indicative of future results. Performance summary [...]

Fund Performance for October 2018

November 28th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 October 2018.  Past performance is not indicative of future results. Performance summary - [...]

Fund Performance for September 2018

October 30th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 30 September 2018.  Past performance is not indicative of future results. Performance summary - [...]

Fund Performance for August 2018

September 27th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 August 2018.  Past performance is not indicative of future results. Performance summary - [...]

Fund Performance for July 2018

August 29th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 July 2018.  Past performance is not indicative of future results. NB: The y-axis [...]

Fund Performance for June 2018

July 26th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 30 June 2018.  Past performance is not indicative of future results. Performance summary [...]

Fund Performance for May 2018

June 27th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 May 2018.  Past performance is not indicative of future results. Performance summary - [...]

Fund Performance for April 2018

May 30th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 30 April 2018.  Past performance is not indicative of future results. Performance summary [...]

The Listener – Many Happy Returns

May 31st, 2018|0 Comments

29 May 2018 We featured in Pattrick Smellie’s “Many Happy Returns”, in a recent edition of the Listener. Pattrick focussed on the fact that there are over 2.8 million New Zealanders in KiwiSaver, and asked why they [...]

Fund Performance for March 2018

April 24th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 March 2018.  Past performance is not indicative of future results. Performance summary [...]

Distributions Received as Cash

March 29th, 2018|0 Comments

If you have elected to receive distributions as cash, as opposed to having them reinvested into a fund, it’s important that you know that any cash will be credited to your InvestNow transaction account. [...]

Funds and Fund Manager Updates

March 29th, 2018|0 Comments

New Fund Manager – Legg Mason This week we added a new Fund Manager, Legg Mason, and their Legg Mason Brandywine Opportunistic Fixed Income Fund. Legg Mason has over a century [...]

The teams behind the team

March 29th, 2018|0 Comments

There is more to InvestNow than the team here in Wellington.  See who else is behind our service. Implemented Investment Solutions (IIS) - PIE and chips: a uniquely Kiwi investment story InvestNow had a [...]

PIE Tax Update – 2019

February 27th, 2018|0 Comments

2019 PIE tax timeline Thursday 28 March: email sent advising the estimated PIE tax liability for all investors owing PIE tax Monday 1 April: last day to request a change in your PIR (Prescribed Investor [...]

Rabobank customer update

February 26th, 2018|0 Comments

We are getting closer to the end of the programme whereby we have established your InvestNow account and are ready to transfer the assets at, or around, March 31st.  Thanks to the thousands of you [...]

Streamlining Deposits & Withdrawals

February 26th, 2018|0 Comments

We’ve made a couple of changes to streamline the process for making Deposits & Withdrawals, including removing the largely redundant Funding page. Deposits To deposit funds, all you need is to know is the bank [...]

Fund Performance for January 2018

February 22nd, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 31 January 2018.  Past performance is not indicative of future results. Performance summary [...]

Fund Performance for December 2017

February 8th, 2018|0 Comments

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

InvestNow Order Status 101

December 19th, 2017|0 Comments

When you buy or sell managed funds with InvestNow, we will apply a number of statuses, reflecting the most recent action taken for each order: Pending Approval required Processing Completed Cancelled If you have [...]

Fund Performance for November 2017

December 19th, 2017|0 Comments

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

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

The Investor Report

April 17th, 2018|0 Comments

Accessed through the My Documents page, the Investor Report gives you a full and detailed breakdown of all activity within your portfolio for the period you define, covering all transactional and financial aspects of your portfolio [...]

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 [...]

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 [...]