NZ Funds is a privately owned wealth management firm. We specialise in providing integrated advice and portfolio management services to New Zealanders.

Investment News

  • 30 September 2013

    Portfolio Insights

    We have a culture of transparency and accountability. This monthly document provides clients with a detailed analysis of what each Portfolio we manage for clients holds and how it has performed.
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    August 2013

    NZ Funds Investment Bulletin - Issue No. 6

    This edition includes a market overview, an article about how we manage money, the findings of a series of surveys on spending habits in retirement and an update on our KiwiSaver Scheme.
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  • LEGAL UPDATES

     

    NZ Funds Managed Portfolio Service

    Information about the NZ Funds Managed Portfolio Service prospectus registration and Investment Statement dated 1 July 2013 is available.
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  • NZ Funds KiwiSaver Scheme

    Information about the NZ Funds KiwiSaver Scheme prospectus registration and Investment Statement dated 1 July 2013 is available.
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  • Risk Profile


    NZ Funds Risk Profiler

    Understand your attitude to risk, especially when investing over longer periods of time, by using the Risk Profiler tool.
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