Blog 2018-07-27T15:32:52+00:00

Blog

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

InvestNow News 9th August – AMP Capital – Insights Hub

August 10th, 2018|0 Comments

 NZ labour market and a sneak peek at next week’s MPS 03 Aug, 2018, Bevan Graham, NZ Chief Economist - New Zealand "I was a tad apprehensive about this week’s Household Labour Force Survey (HLFS). Seemingly [...]

InvestNow News 9th August – AMP Capital – Market Watch – August

August 10th, 2018|0 Comments

AMP Capital’s Investment Strategy team provide you with a monthly rundown of what's been happening in global economies and markets, and what to watch in the months ahead. Hosted this month by Greg Fleming, [...]

InvestNow News 9th August – AMP Capital – Taking Stock – Winter Edition

August 10th, 2018|0 Comments

Welcome to the Winter 2018 edition of AMP Capital's taking stock. Featured in this issue are: Lead story: Why multi-manager investing? Heads I win, tails you lose: How e-commerce is shaping global real estate How [...]

InvestNow News 9th August – Devon Funds Management – Monthly Report – July 2018

August 10th, 2018|0 Comments

The Power of Collaboration As professional investors our objective is to achieve the best risk adjusted returns for our clients. This objective is clear and enduring but the framework that we operate in is [...]

InvestNow News 9th August – Elevation Capital Value Fund Monthly Update – July 2018

August 10th, 2018|0 Comments

Here is the July fund update for the Elevation Capital Value Fund.

InvestNow News 9th August – Harbour Asset Management – Outlook

August 10th, 2018|0 Comments

7th August 2018 In recent months, we have highlighted how the New Zealand economy and markets seem at a crossroads, with a moderation in domestic economic activity whilst cost pressures appear to be rising. [...]

InvestNow News 9th August – Legg Mason Brandywine – Global Fixed Income Commentary – Q2 June 2018

August 10th, 2018|0 Comments

Legg Mason have published their Brandywine Global Fixed Income Commentary for the June quarter 2018. Read the full report here >

InvestNow News 9th August – Mint – Annual Report

August 10th, 2018|0 Comments

9th August 2018 Mint Asset Management have published their Annual Report Advice. A full copy is available here >

InvestNow News 9th August – Morphic – Global Opportunities Fund July Report

August 10th, 2018|0 Comments

Portfolio review The Fund rose 0.7% in July, trailing global markets for the month (2.4%). Global markets rallied +2.9% in USD terms, with a small rise in the Australian dollar providing the difference. Headlines [...]

InvestNow News 9th August – Russell Investments – Market Overview – Q2 2018

August 10th, 2018|0 Comments

June 2018 Russell have published their latest edition of Market Overview, a quarterly commentary on market events from Q2 2018. Key highlights from the quarter were: NZ equities jumped 7.7%, due, in part, to [...]

InvestNow News 3rd August – AMP Capital – Quarterly Responsible Investing Report- July 2018

August 3rd, 2018|0 Comments

23rd July 2018 The AMP Capital Responsible Investing Update provides quarterly fund commentary and performance for our Responsible Investment Leaders (RIL) Funds. It also provides an update on key responsible investment engagement themes. For [...]

InvestNow News 3rd August 2018 – Harbour Asset Management – Harbour Navigator

August 3rd, 2018|0 Comments

1st August 2018 Economic activity is moderating Early signs of inflation rising from low base But RBNZ likely on hold for a considerable time A key theme for the New Zealand economy in 2018 has [...]

InvestNow News 3rd August 2018 – Harbour Asset Management – Tariff Wars

August 3rd, 2018|0 Comments

24th July 2018 A muted global market reaction so far? With no further escalation, the implications for New Zealand from the current US-China tariff war are likely to be limited. Any escalation, however, will have [...]

InvestNow News 3rd August – Morphic – Anti-Outlook for 2018 – July 2018

August 3rd, 2018|0 Comments

Once some things are ruled as unlikely, then it should help narrow down by what is left as implying what we think will happen. Discover our scorecard for the first half of 2018 and our [...]

InvestNow News 3rd August – Morphic – Ethical Investing Presentations – July 2018

August 3rd, 2018|0 Comments

In July Morphic Asset Management presented to investors across Australia on Ethical investing.  Here you can view a video of the presentation plus access a copy of the slides they presented. Watch the video [...]

InvestNow News 3rd August – Nikko AM – 2018 Annual Scheme Report – July 2018

August 3rd, 2018|0 Comments

Here is a link to the 2018 annual scheme report for the Nikko AM NZ Investment Scheme.

InvestNow News 29th July – AMP Capital – Quarterly Strategic Outlook – July 2018

July 27th, 2018|0 Comments

23rd July 2018 Bevan Graham, NZ Chief Economist AMP Capital, and Greg Fleming, Head of Investment Strategy AMP Capital, provide their latest economic and strategy views. "A relatively stable global growth outlook belies an [...]

InvestNow News 29th July – Fisher Funds – July 2018 Newsletter

July 27th, 2018|0 Comments

In their July newsletter, Fisher Funds cover: Bruce McLachlan, CEO, take a look at debt and interest rates A snapshot of the key factors driving the performance of markets and their funds last month [...]

InvestNow News 29th July – Morphic – Half Year Report – June 2018

July 27th, 2018|0 Comments

Morphic Half Year Report - Jan to Jun 2018 The July 2018 half yearly report reviews what happened in Morphic's stock holdings and the market during the last six months and provides their outlook for the rest of [...]

InvestNow News 29th July – Morphic – World Cup Lessons for Investors – July 2018

July 27th, 2018|0 Comments

Morphic Asset Management took at a look at the recent FIFA Football World Cup, to see what lessons that sporting event offered to investors.. See what they found >

Investment vehicle checklist: your ride is here

July 27th, 2018|0 Comments

As InvestNow founder, Anthony Edmonds, explained last month, mapping out your destination by working out your strategic asset allocation (SAA) is the first – and most important – step in planning an investment journey. [...]

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 [...]

InvestNow News 13th July – AMP Capital – Market Watch July 2018

July 13th, 2018|0 Comments

6th July 2018 Watch a recording of the July 2018 Market Watch update from Bevan Graham, NZ Chief Economist AMP Capital (click the image below)

InvestNow News 13th July – AMP Capital – Chances of a rate cut?

July 13th, 2018|0 Comments

Bevan Graham, NZ Chief Economist AMP Capital 6th July 2018 Continued weakness in business confidence is posing downside risks to the growth outlook. From an RBNZ perspective it’s not as simple as lower growth meaning [...]

InvestNow News 13th July 2018 – Elevation Capital – Value Fund Update June 2018

July 13th, 2018|0 Comments

The Elevation Capital Value Fund monthly update for June 2018 is available here. There is also a feature available here on the fund's ownership of APN Outdoor, and a takeover offer for that business.

InvestNow News 13th July 2018 – Harbour Asset Management – Harbour Outlook

July 13th, 2018|0 Comments

9th July 2018 Key developments In recent months we have highlighted how economies and markets seem at a crossroads. In June, there was further evidence of an upcoming moderation in domestic economic activity whilst cost [...]

InvestNow News 13th July 2018 – Pathfinder – June 2018 Update

July 13th, 2018|0 Comments

The world, according to Deutsche Bank researchers, remains in a pretty good place. Global growth of 3.9% is expected this year, slightly ahead 2017. This is made up of marginally higher emerging markets growth (5.1% [...]

InvestNow News 13th July – Russell Investments – Global Market Outlook – July 2018

July 13th, 2018|0 Comments

The recent political crisis in Italy has come and gone, but trade wars appear here to stay. U.S. growth leadership will fade in our view as Europe and Japan improve. China is resilient and [...]

InvestNow News 13th July 2018 – Salt Funds Management – June Fact Sheets

July 13th, 2018|0 Comments

June 2018 The June fact sheets are now available for Salt Enhanced Property Fund and Salt NZ Dividend Appreciation Fund.

InvestNow News 6th July 2018 – AMP Capital – Webinar for the Income Generator Fund

July 6th, 2018|0 Comments

  If you missed the webinar hosted by Greg Fleming (AMP Capital, Head of Investment Strategy NZ) on their Income Generator Fund, or would like to take another listen at what was covered, here is [...]

InvestNow News 6th July 2018 – Devon Funds Management – Monthly Report June 2018

July 6th, 2018|0 Comments

Australia's Time to Shine? At Devon we focus a significant amount of time and energy on the Australian stock market and we have a heavy investment weighting to it across many of our funds. In [...]

InvestNow News 6th July – Russell Investments – Global Fixed Income Q&A

July 6th, 2018|0 Comments

In June, James Mitchell (Russell Investments Senior Portfolio Manager, Global Fixed Income) visited New Zealand presenting his outlook for Global Fixed Income.  Russell Investments have put together a record of the main topics that [...]

InvestNow News 6th July – The Most Popular Funds, Our Top 30

July 6th, 2018|0 Comments

Here are the Top 30 most popular funds on InvestNow as at 30th June 2018.  The chart shows the percentages of portfolios which have invested in the Top 30. Here are some interesting highlights [...]

InvestNow News 2nd July 2018 – AMP Capital – Global Equities Roadshow

June 29th, 2018|0 Comments

  AMP Capital hosted a presentation where experts from both AMP Capital and Hexavest spoke about their views on global equities for the remainder of 2018.  Here is a recording of the presentation - it's [...]

InvestNow News 2nd July 2018 – AMP Capital – Webinar for the Income Generator Fund

June 29th, 2018|0 Comments

  AMP Capital will be hosting a live webinar for their Income Generator Fund. Greg Fleming, Head of Investment Strategy, will be providing an update on how the fund has been performing in the current [...]

InvestNow News 2nd July 2018 – India Avenue – Equity Fund

June 29th, 2018|0 Comments

We often meet with current and new fund managers to discuss additions to the range of funds we offer.  One such fund manager is India Avenue Investment Management, who we meet earlier this month.  Specifically we [...]

InvestNow News 2nd July 2018 – Morphic Asset Management – Show Me The Money

June 29th, 2018|0 Comments

On June 28th, Haseko (1808 JT) will hold its annual general meeting. Haseko is Japan’s largest specialist builder of condominiums. Ahead of this meeting Morphic Asset Management has called on the company to make important [...]

The Common Reporting Standard (CRS) explained

June 29th, 2018|0 Comments

What is CRS? There are numerous acronyms in the investment industry, many of which refer to obligations product and platform providers have to comprehensively identify investors - FATCA, AML, CRS etc.  This month we take [...]

Investment travel guide: why your portfolio could take you to Palmerston or the Mount

June 29th, 2018|0 Comments

InvestNow has made it easy and cheap for New Zealanders to get to their investment destinations via a huge range of managed funds But it doesn’t map out the route for them. “And that’s [...]

InvestNow News 22nd June 2018 – AMP Capital – Global Real Estate Capability

June 22nd, 2018|0 Comments

As part of our commitment to strengthening our global listed real estate capability, we’re pleased to announce two further additions to our dedicated team. Hideharu Ichii has joined as a Portfolio Manager / Analyst in AMP Capital's [...]

InvestNow News 22nd June 2018 – AMP Capital – New Zealand Insights June 2018

June 22nd, 2018|0 Comments

Bevan Graham, NZ Chief Economist AMP Capital June 2018 The New Zealand economy is in fundamental good shape, though growth has proven softer than expected in the early part of 2018. The economy is close [...]

InvestNow News 22nd June 2018 – Elevation Capital – Value Fund Update May 2018

June 22nd, 2018|0 Comments

The Elevation Capital Value Fund monthly update for May 2018 is available here. Did you know that the fund invests in Tiffany & Co?  Read Elevation Capital's presentation on Tiffany & Co here.

InvestNow News 22nd June 2018 – Pathfinder – May 2018 Update

June 22nd, 2018|0 Comments

The Pathfinder monthly update for May 2018 is available here, providing a review of fund performance and current events.

InvestNow News 22nd June 2018 – Pathfinder – What is Responsible Investment?

June 22nd, 2018|0 Comments

  Have you ever wondered when Responsible Investing started and what it is all about?  Watch this  quick presentation from Rebecca Lindegger, a responsible investing expert, from Pathfinder.      

InvestNow News 15th June 2018 – AMP Capital – Changes in Board of AMP Capital

June 15th, 2018|0 Comments

AMP Capital update announcing some changes to the Board of AMP Capital Holdings Limited as the latest step in enhancing our governance.   Read the full announcement here.

InvestNow News 15th June 2018 – AMP Capital – Emerging markets in the spotlight

June 15th, 2018|0 Comments

Bevan Graham, NZ Chief Economist AMP Capital 13 June 2018 Recent events have put pressure on emerging market assets.  Our sense is these stresses are idiosyncratic to particular emerging economies rather than systemic. Financial markets [...]

InvestNow News 15th June 2018 – AMP Capital – Morningstar Report for Income Generator

June 15th, 2018|0 Comments

A Morningstar analyst report is now available for Income Generator, providing further independent endorsement of the Fund alongside the FundSource report produced last year. The Fund received a four star rating, and some notable comments around [...]

InvestNow News 15th June 2018 – Devon Funds Management – Monthly Report May 2018

June 15th, 2018|0 Comments

A Look into Local Markets After what has been a very good month for the Devon Funds we thought it would be useful to acknowledge how well the local market has done over recent years [...]

InvestNow News 15th June 2018 – Harbour Asset Management – Harbour Outlook: Crossroads

June 15th, 2018|0 Comments

The Harbour Outlook summarises recent market developments, what we are monitoring closely, and our key views on the outlook for fixed interest, credit and equity markets. Read the latest edition here.

InvestNow News 15th June 2018 – Morphic Asset Management – Jack Lowenstein’s 5 lessons of investing

June 15th, 2018|0 Comments

Jack Lowenstein, co-CIO and Managing Director at Morphic has not taken the conventional path into professional investing. Having started his career as a journalist, Lowenstein has spent the last two decades investing in global equities. [...]

InvestNow News 13th July 2018 – Morphic Asset Management – Morphic Global Opportunities Fund Monthly Report June 2018

July 13th, 2018|0 Comments

Portfolio review The Fund fell -0.3% in June, trailing global markets for the month (1.9%). Global markets fell -0.7% in USD terms, with a decent fall in the Australian dollar providing a cushion for Australian [...]

InvestNow News 15th June 2018 – Morphic Asset Management – Morphic Global Opportunities Fund Monthly Report May 2018

June 15th, 2018|0 Comments

Portfolio review The Fund rose 0.4% in May, ahead of global markets (-0.1%). Global markets fell -0.2% in USD terms, with a small fall in the Australian dollar proving the difference. May saw markets rise [...]

FX effects: why global share investors must watch the Kiwi flight pattern

May 30th, 2018|0 Comments

Take the mid 1970s, for example, when the NZ dollar out-flew the US greenback – the big bird of global currencies – by about 50 per cent. But the days when NZ$1 could purchase [...]

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 [...]

New Fund – Pathfinder Commodity Plus Fund

May 30th, 2018|0 Comments

We asked John Berry, Co-Founder and CEO of Pathfinder Asset Management, to shed some light on their Commodity Plus Fund.  Here is what John had to say about the recent performance of the fund [...]

Coming soon – InvestNow News

May 30th, 2018|0 Comments

In June we will be launching the new InvestNow News service, exclusive to InvestNow customers.  InvestNow News will deliver news and information from our fund managers, direct to your inbox.  You will set your [...]

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 [...]

Get real: how to build a property portfolio (but avoid the agents)

April 26th, 2018|0 Comments

Property is the foundation of wealth for most New Zealanders.  According to the latest data from the Reserve Bank of New Zealand (RBNZ), the value of all the country’s houses now surpasses $1 trillion [...]

Which funds are the most popular – the Top 50?

April 26th, 2018|0 Comments

This month we’ve taken a look at which funds are the most popular on InvestNow, in particular the top 50 most popular (as at 6th April).  The chart shows the percentages of portfolios which [...]

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 [...]

PIEs and PIE tax – your questions answered

April 23rd, 2018|0 Comments

The disclaimer The following are a few of the more common questions our customers ask us about PIE funds and PIE tax.  This post does not constitute a warranty or advice. You should seek independent [...]

InvestNow News – Morphic Global Opportunities Fund First Quarter Update – April 2018

April 18th, 2018|0 Comments

Here is Mophic’s first quarter update for 2018 - watch the video on their April 2018 outlook here.

Managed Funds available on InvestNow, not previously available on RaboDirect

April 17th, 2018|0 Comments

InvestNow News – AMP Capital Real Assets Global Outlook, 2018 – March 2018

April 13th, 2018|0 Comments

In this 2018 outlook, AMP Capital’s investment leaders draw on their respective teams’ research and insights to provide a snapshot of what to expect within the various segments for the year ahead. Read more.

InvestNow News – Morphic Perspectives Series – April 2018

April 13th, 2018|0 Comments

“Amoral MBAs and The Creation of Trump”.  This article was written two months earlier, well before the emergence of the Facebook data scandals. Read more.

InvestNow News – Morphic Global Opportunities Fund Monthly Report – March 2018

April 13th, 2018|0 Comments

Morphic Global Opportunities Fund rose 0.7% in March. Emerging Markets were the best performing sector (+1.1% USD) for the quarter. The Fund’s largest contributor for the month was the short position in Swiss freight forwarder, [...]

What is Two-Factor Authentication and why do we provide it?

May 30th, 2018|0 Comments

Two-factor authentication (TFA) is when an additional layer of security is applied to the process of logging into a website or service online. Using a username and password, together with a piece of information [...]

The assets are alright: why investing isn’t child’s play

March 29th, 2018|0 Comments

Let’s not kid ourselves, investment markets are chaotic, noisy and self-centred - just like children. Over the long term, though, markets settle down into pattern-like behaviour that rewards the patient investor in proportion to [...]

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 [...]

Fund Performance for February 2018

March 29th, 2018|0 Comments

Top 10 Funds available on InvestNow Returns are after fees but before tax, in NZD, for the month ending 28 February 2018.  Past performance is not indicative of future results. Performance summary [...]

My Investor ID – what is it and how do I find it?

May 23rd, 2018|0 Comments

The Investor ID is a unique numerical identifier for each and every InvestNow account - it's like an account number. Because you can create multiple accounts with InvestNow, and with common characteristics, it's the [...]

Buying & Selling Units – settlement timeframes and spreads

March 29th, 2018|0 Comments

The two most common questions we are asked about buying and selling managed funds are: how long does it take my buy or sell order to be completed? do buy or sell spreads apply [...]

Implemented Investment Solutions (IIS) – PIE and chips: a uniquely Kiwi investment story

March 28th, 2018|0 Comments

InvestNow had a cracking inaugural year. The online managed funds shop – fresh to market in March 2017 - has since built a following among many thousands of savvy direct clients who collectively have invested [...]

Fund Update – AMP Capital NZ Property Fund

March 26th, 2018|0 Comments

Effective 3rd April 2018, the AMP Capital NZ Property Fund (AIF P) is to be renamed the Australasian Property Index Fund and will start distributing income on a half-yearly basis. Please read the update from [...]

Direct fund platform on target for $250m as Rabo clients clamber aboard

March 20th, 2018|0 Comments

Investmentnews.co.nz March 18 2018 Over 90 per cent of RaboDirect assets representing more than $100 million will transfer to successor direct fund platform, InvestNow, following an agreement inked last October. Under the deal RaboDirect investors [...]

An informed choice: survey says, investors want more

February 27th, 2018|0 Comments

InvestNow clients know what they want. But why do they want it? “That’s what we want to know,” says Mike Heath, InvestNow general manager, “so we asked them.” Heath says the InvestNow survey sent out [...]

PIE Tax Update

February 27th, 2018|0 Comments

Early next month we will be sending you a note both explaining how we will manage any PIE tax obligation you have at the end of the tax year (31st March 2018) and how much [...]

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 [...]

Attention Unit Holders of the AMP Cash Advantage Fund

February 26th, 2018|0 Comments

You would have heard from us last week, with regards to Rabobank New Zealand’s decision to close and wind up the Cash Advantage Fund (CAF). Your options Option A – instruct us to redeem all [...]

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 [...]

ETFs really do it for some Kiwi investors

December 19th, 2017|0 Comments

It appears that a great way to get some Kiwi investors to love an investment fund is to make it an “ETF”, which is short for Exchange Traded Fund. Since the launch of the [...]

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 [...]

Year End PIE Tax – 31 March 2018

December 19th, 2017|0 Comments

Whilst it’s a few months away, we thought we’d provide you with a quick update/reminder on the year-end PIE tax process. In early March 2018 we will advise you of any estimated PIE tax obligation [...]

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 [...]

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 [...]

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 [...]

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 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 [...]

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 [...]

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 2017 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 [...]

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 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 [...]

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. Click here to view performance charts for other months. 

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 [...]