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.
Emerson Point
Stamford CT, USA.
US$300 million
LSV Asset Management
Chicago IL, USA.
US$105 billion
MFS
Boston MA, USA.
US$430 billion
Suvretta
New York NY, USA.
US$3.6 billion
Universa
Miami FL, USA.
US$1.9 billion
We have continuously invested in growth assets on behalf of our clients since 1988. Had you invested in growth assets with us back then your investment could have increased by more than 10 times as shown in the graph.
During this time, while you would have been invested in a number of different funds, they would all have had one thing in common, a high allocation to growth assets. Because of this, the graph combines the returns of each of these funds – it does not represent the return of any one fund. Rather it illustrates the historical performance of the NZ Funds approach to managing growth assets.
The graph is also tax-adjusted to remove, as much as possible, the impact of the different tax regimes that have applied to the funds since 1988. This means that the returns are expressed as before the impact of any tax at the fund level.
If you would like to understand more about how we have constructed the graph, please contact NZ Funds.
A 40 year old client is assumed to be a moderate risk investor following NZ Funds Portfolio Construction Guidelines. Their portfolio would be invested as follows. 2.5% Core income Portfolio, 2.5% Global Income Portfolio, 3.4% Core Inflation Portfolio, 3.3% Propery Inflation Portfolio, 3.3% Equity Inflation Portfolio, 21.25% Core Growth Portfolio, 21.25% Global Equity Growth Portfolio, 8.5% Global Multi Asset Growth Portfolio, 34% Dividend and Growth Portfolio.The global shares assumes 70% invested in international shares and 30% in New zealand shares. It is assumed Global Equity Markets decline by 20% and New Zealand sharemarkets by 18%. This diagram reflects NZ Funds stress testing as at 30 June 2018. Please note this test makes a number of assumptions which may not prove to be an accurate estimation of future events. For futher information please contact NZ Funds. All returns are before tax and fees.
A 40 year old client is assumed to be a moderate risk investor following NZ Funds Portfolio Construction Guidelines. Their portfolio would be invested as follows. 2.5% Core income Portfolio, 2.5% Global Income Portfolio, 3.4% Core Inflation Portfolio, 3.3% Propery Inflation Portfolio, 3.3% Equity Inflation Portfolio, 21.25% Core Growth Portfolio, 21.25% Global Equity Growth Portfolio, 8.5% Global Multi Asset Growth Portfolio, 34% Dividend and Growth Portfolio.The global shares return assumes 70% invested in international shares and 30% in New zealand shares. June 2018 actual returns are before tax and fees.
