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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

December interest rate cut uncertain: Fed governor
Finance

December interest rate cut uncertain: Fed governor

Lisa Cook says the timing of further reductions will depend on new data.

The Wall Street Journal 21 Nov 2024
Finance

Bayly to banks: ‘Just get on with it’

Minister Andrew Bayly is impatient for the changes needed to improve competition.

Ben Moore 20 Nov 2024
Bayly to banks: ‘Just get on with it’
Finance

‘Regulatory failure’ let NZ’s payments fall behind

NZ was the All Blacks of payments, but now barely makes regionals as regulation lagged.

Ben Moore 19 Nov 2024
‘Regulatory failure’ let NZ’s payments fall behind
*All returns are per annum, after fees and before taxes. Data updated at 1:05am 22 November 2024 (NZT)
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FundInfo

Third party data: All data displayed on the FundSource pages (Data) on BusinessDesk has been sourced from an independent third party, FE Fundinfo. NZME and its related bodies corporate and affiliates (together NZME) do not make any representation as to the currency, fairness, accuracy, completeness or reliability of the Data. Nor will NZME have any liability to any person in relation to the use of or reliance on the Data.

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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No guarantee: Past performance information should not be relied upon as (and is not) a promise, representation, warranty or guarantee as to the past, present or future performance. NZME does not guarantee repayment of any capital or payment of any returns on capital invested in the investments referred to in the Data.

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