Investment Report Q3/Q4 2017

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Investment Insight | Monthly Review | November 2021

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Investment performance update During the financial market rebound, NZ Funds acquired several positions which we expected to benefit from the world returning to normal. As the market rebounded these paid off and generated above index returns for the year ended 31 December 2020. Gains continued into 2021 with one of the strongest starts to the year NZ Funds has seen. However, from 1 April onwards positions became more volatile. This volatility led to most Portfolios giving up their gains from earlier in the year. While we have retained the capital gain over the index for 2020, to align the Portfolios more closely to their benchmark for the remainder of 2021, and for 2022, we have substantially reduced risk, acknowledging the current uncertainty around interest rates and Omicron. We remain strongly of the view that a well-diversified portfolio, which contains assets which profit from rising inflation and interest rates, will be more resilient throu...
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NZ Funds Investment Report 1H 2019

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Entering our fourth decade, it is interesting to reflect on how our management of New Zealanders’ savings, invested alongside our own, has gone over the last three decades.  With the caveat that our early track record is more product-orientated, and that the mandate we discuss is growth-orientated, but nevertheless well diversified, we have accumulated the following 26 year investment record.  It is also worth noting that our long-term performance is not a paper tiger, but the management of significant sums on behalf of thousands of New Zealand individuals, trusts and institutions... Please read the full report below.
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COP26 - what does it mean for your finances?

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I wonder where we would be without acronyms; probably using more ink but perhaps better informed. The acronym of the moment has been, of course, COP26 – the trendy acronym for the United Nations (UN) climate change conference, recently held in Glasgow. It was the 26th annual UN 'Conference of Parties' which began in Berlin in 1995. In simple terms. the purpose of the series of conferences has been to collectively agree on the actions required to limit the impact of climate change. Cynics have suggested that the empty promises resulting from past conferences have exacerbated, rather than reduced, the 'hot air' problem. However, in the wake of the global and existential threat that is COVID-19, the global community is awakening to the reality that a collective response is the only way to deal with a truly global threat. Retreating to 'your corner' when you live on a sphere doesn't really work! The Glasgow conference set a number of objectives, but it i...
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