$30 a year (regardless of the number of investment options you invest in, or the number of times you change investment options). the gain) depends on the performance of all of the investments that comprise your fund. Start your investing journey, and access thousands of NZ and US companies and funds. For unit trusts and managed funds, NZ consumers felt strongly that they could: Understand the information about products brought to them (73 per cent agreement) Work with someone who knew a great deal about the investments (79 per cent agreement) Have fees and costs explained to them clearly (72 per cent agreement) Finding the right adviser can be just as intelligent a step as finding the right … These assets make up 99.89% of this fund. Several kinds of risks, actually. Managed funds with low fees obviously can't pay for so much TV advertising, but investment costs have also been the subject of a something of a dirty-tricks campaign for a long time. These are the fees you would have paid (in purple) if you had $10,000 in this fund during the 12 months that ended on 31 March 2020. As you invest, your mix (often called "asset allocation") is the most significant factor that will determine the results you get, including the ups and downs in value you experience. It sets out the governance and management framework, philosophy, strategies and objectives for this investment. Latest information collated by the Financial Markets Authority shows that the … Click here to view our sector and ETF funds. The transfer fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). The left side of this range of numbers indicates a, The right side of this range of numbers indicates a, The left side of this range of numbers indicates, The right side of this range numbers indicates, Take a deeper dive into the PDS, which has essential details about this offer and the company providing it. The following table shows Morningstar’s ranking of the top 10 … Why try to pick stocks when you can own the whole index? NZ Top 10 Fund . Until then, you receive regular interest at a fixed or agreed rate. SuperLife offers reduced premiums for insurance that puts you in control. It is important to evaluate whether the returns are worth it, whether you can cope, and whether this investment will in fact help you achieve your goals. Start investing now These returns are a guide only, not from a real customer’s Portfolio. Choosing a specific mix is a way of dialling your risk up or down, depending on the amount of growth assets you take on board. It's often the opposite: the more we pay, the less we get. Lower ASB Investment Funds is a managed investment scheme. This is a summary of other potential costs not covered in the categories displayed. Please note that not all of the funds below are PIE … Within each of these categories you may find a mix of single sector funds (e.g. As you go into this section, choose whether you'd like to look at just KiwiSaver funds or the non-KiwiSaver managed funds first. Fee estimates for PIE funds reflect the total expense ratio in the Fund Updates provided to the Disclose Register (note that this figure includes GST and any performance-based fees), unless we have been advised of a more recent change. Westpac Bank's investment arm BT Funds Management has received the top gong at the FundSource awards. ANZ New Zealand Investments Limited ('ANZ Investments') is the issuer and manager of the ANZ Investment Funds. Established in 2004, ANZ Bank New Zealand is a subsidiary of Australia and New Zealand Banking Group Limited of Australia. risk, The right side of this range of numbers indicates a Bonds are income assets and can also be called "fixed interest" or "debt securities". Managed Funds. The information shown here comes directly from financial service providers via the Disclose Register. The Fisher Funds New Zealand Growth Fund is our flagship fund and was launched in August 1998. For this managed fund (i.e. The NZ Top 50 fund is a stock market index fund and is ideal for investors buying for the long term (10 years plus), that want to invest in local companies and are able to accept some market volatility. To view the top 10 individual holdings of the underlying funds, download the latest fund update at the top of this page. Browse through the complete list of investments held by this fund. Click here to read our PIR tax rate guide. Click here to learn more about the UK's rules for recognised overseas pensions (ROPs). 10 months, 1 year, This update from the provider lets you see much of the same information shown here in Smart Investor: how this fund is performing, what it costs and the investments it currently holds. This fund should ideally make up a relatively small percentage of someones portfolio. You can compare them to the average aggressive managed fund (in grey). smartshares exchange traded funds – read our investment statement and learn more about our products. The left side of this range of numbers indicates a returns. These annual returns (in green) were for the 12 months up to 31 March 2020. not a KiwiSaver fund), see the section of the PDS on withdrawing funds and how this works. Click here to learn more. Chasing higher returns while investing always increases risks. Make investing your easiest resolution. ”. Single-class funds, also called "single-sector", hold only one kind of investment (e.g. You'll find the specific risks in the Risk section of the PDS, and here's more about understanding risk. Higher Transfer to a low fee KiwiSaver provider that offers the flexibility you’re used to. When you invest in a managed fund, your money is pooled with other investors’ money and is spread across different kinds of investments. Managed funds are either listed (traded on the share market) or unlisted (bought and sold directly through the fund manager). They do not include fees for activities like transferring or withdrawing. Cash is a kind of investment that generally pays you interest. To view the top 10 individual holdings of the underlying fund, download the latest fund update at the top of this page. Switch between YouWealth funds. You pay this membership charge (a flat fee) each year, regardless of your balance or the fund's performance. Click here to learn more. types of funds. Also, look for information about how long it takes to actually get paid after requesting a withdrawal, whether regular withdrawals are possible, and how often. Managed funds can be a great way for beginners to wade into the waters of investing, as it doesn’t take much to get started. Click here to view the returns and fees for all of SuperLife's funds. If you are a SuperLife investor, you can, Single asset class - Australasian equities. Compare Managed Fund fees, investment amounts and expected returns. However, it is always best to purchase your fund directly from the fund company so that you can avoid unnecessary third party fees. Click here to view all previous fund updates. They do not include fees for activities like transferring or withdrawing. Here's, Everyone can benefit from expert advice, provided the adviser has your interests at heart. risk, The left side of this range of numbers indicates Managed funds allow for investment diversity and can be a good investment … SuperLife lets you access the full range of Smartshares Exchange Traded Funds (ETFs). It's unwise to choose a fund based on how well it has done in the past. Articles and GuidesFrequently Asked QuestionsLegal Documents, Workplace savings (superannuation)KiwiSaverInsurance. This fee is charged to you by the fund manager on the fund or an underlying fund, and is based on a percentage of your balance. The gross fee is calculated using your PIR. A manager chooses how the fund is invested according to the rules set out for each fund and each investor owns a proportion of the total fund. 1st Sep 20, 12:23pm . $50 for each transfer (you will only be charged this fee if the PDS Supplement for your employer allows you to transfer money from your accounts to a KiwiSaver scheme and the transfer is to a KiwiSaver scheme other than the SuperLife KiwiSaver scheme). Click here to learn about SuperLife Invest, our most flexible investments/savings scheme. “ Here's a breakdown of the different charges in this fund (in purple), compared to the average aggressive managed fund (in grey). This fund invests in the 10 largest listed New Zealand companies (for example, Fletcher Building, Sky City and Trade Me) NZ MID CAP (MDZ) - Annual fund fee: 0.60%. The returns you receive depend on the investment decisions made and the … Have a look at its peers. Here's how to find one and key questions to ask. Click here to view the returns (after fees and taxes) and fees for all of SuperLife's funds. Here's, Sorted Smart Investor – Compare, invest, get ahead, 4 years, $12 a year (regardless of the number of investment options you invest in, or the number of times you change investment options).The administration fee is stated net of an income tax deduction applied in calculating your PIE tax payable (the deduction is paid to us). Choose between our five funds and switch between them at any time depending on your investment goals. Compare now. For the past five years, this fund returned this average each year to investors (in green). There are a lot of other criteria to make a smart choice, such as the right investment mix for you and reasonable fees. View. Good advice is gold. Latest Quarterly Fund Updates. 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