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InvestNow Te Ahumairangi Global Equity

Investment Objective

aims to outperform its benchmark index (50:50 combination of the MSCI World Index, and the MSCI Minimum Volatility Index optimised for NZ dollar based investors). Over the long-term (7+ years), also aims to deliver pre-tax post-fee returns of over 6.5% per annum, and to produce better returns than the broader global equity universe (as proxied by the MSCI World index), while at the same time achieving a significantly lower level of risk (which can be measured in terms of lower return volatility, and smaller drawdowns than the MSCI World Index)

Finance News

BlackRock yet to make investments from NZ climate fund
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BlackRock yet to make investments from NZ climate fund

But the investment manager has appointed an Auckland-based managing director.

Oliver Lewis 5:00am
Finance

Fonterra has received ‘unsolicited’ interest in consumer business

All or part of the business is being put on the block.

Riley Kennedy 16 May 2024
Fonterra has received ‘unsolicited’ interest in consumer business
Finance

Aussie's books lurch into the red

Spending wave is aimed at capturing voters. 

Bloomberg 15 May 2024
Aussie's books lurch into the red
*All returns are per annum, after fees and before taxes. Data updated at 1:11pm 20 May 2024 (NZT)
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No financial or investment advice: The Data is general information only. It is not financial product or investment advice or an investment recommendation, and has not been prepared taking into account the objectives, financial situation or needs of any person. Potential investors should seek their own independent advice from a qualified financial adviser prior to making an investment decision. NZME makes no recommendation in relation to, and accept no responsibility or ongoing liability for, any person’s investment decisions.

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