Advised Portfolio Service
We design, implement and maintain customised portfolios for clients seeking to protect and build their wealth over the long term. And we have 30 years of experience doing just that.
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Investments built to last.
We are on a mission to protect and build our clients’ wealth. And we have 30 years of experience doing just that. Our clients’ portfolios are style unconstrained. They contain both active and passive investments, our best local and international investment ideas, and include downside mitigation strategies.
Investments built to last.
We are on a mission to protect and build our clients’ wealth. And we have 30 years of experience doing just that. Our clients’ portfolios are style unconstrained. They contain both active and passive investments, our best local and international investment ideas, and include downside mitigation strategies.
World class managers.
We have built enduring relationships with some of the world’s leading investment managers in London, New York, Chicago and Boston. We work with them to ensure clients’ investments are diversified internationally and not dependent on a single local manager.
Emerson Point
Stamford CT, USA.
US$300 million
MFS
Boston MA, USA.
US$430 billion
Suvretta
New York NY, USA.
US$3.6 billion
Universa
Miami FL, USA.
US$1.9 billion
World class managers.
We have built enduring relationships with some of the world’s leading investment managers in London, New York, Chicago and Boston. We work with them to ensure clients’ investments are diversified internationally and not dependent on a single local manager.
World class managers.
We have built enduring relationships with some of the world’s leading investment managers in London, New York, Chicago and Boston. We work with them to ensure clients’ investments are diversified internationally and not dependent on a single local manager.
Best of all worlds.
Our globally diversified approach ensures clients are invested both locally and internationally and hold investments in more than one currency, so that their wealth is not dependent on the fortunes of only one economy.
Information at 18 July 2019. As NZ Funds is an active manager, country allocations will change over time so those shown should be regarded as indicative only. For the latest information see the Portfolio Insights under Documents & Forms.
