Pella Funds Pty Ltd
Our Coverage
fma cancels licence of filcare services ltd
A financial services provider that largely gave advice to migrant workers has had its licence cancelled by the Financial Markets Authority (FMA). Filcare Services Limited (Filcare) held a full financi
tons of funds
New data from the US industry body, the Investment Company Institute, shows a global managed fund market in rude health. According to the ICI data, the amount of money mooching around in regulated fun
mercer kiwisaver funds dip into private debt investing
Most of Mercer New Zealand’s KiwiSaver customers are now investment pioneers, with a small part of their portfolio allocated to private debt. Mercer NZ’s chief investment officer, Padraig Brown,
fees fed kiwisaver funds ignoring vc investment
The absence from the venture capital market of the country’s larger KiwiSaver funds is one of the factors holding back early-stage New Zealand companies’ growth, says the chief executive of NZ Gro
kiwisaver funds bankroll community housing
Ethical retirement funds Generate and Caresaver Kiwisaver are backing a community housing initiative seeking to raise $100 million in funding for as many as 300 low-cost houses, much of it to be built
boom year for milford funds as funds generate more performance fees inflows rise
By Jonathan Underhill Sept. 24 (BusinessDesk) - Milford Funds , the public issuer of Milford Asset Management's retail funds, reported a 79 percent jump in annual fee revenue reflecting an inflow of m
flow time for funds
The Reserve Bank of New Zealand's managed funds graph for the first three quarters of 2020 resembles a big tick. From the peak at the beginning of the year, the line descends sharply to the March low,
loans breach tips struggling airwork holdings into receivership
Receivers moved into Airwork Holdings and related companies on Wednesday after the patience of its banking consortium ran out following a loans breach for the second year in a row. Led by Bank of New.
fisher funds removing performance fees
Fisher Funds is removing performance fees across all its KiwiSaver and managed funds’ multi-asset portfolios. In a note to clients, Fisher Funds said it was looking to leverage the scale from last y
funds inflow underpins fisher funds 2015 earnings in year of smaller bonuses
By Jonathan Underhill Oct. 14 (BusinessDesk) - Fisher Funds Management lifted funds under management by 10 percent to $6.6 billion in 2015, helping underpin earnings in a year when investment returns
salt funds wins mandate for amp capitals 690m active nz equity funds
By Jonathan Underhill March 19 (BusinessDesk) - Salt Funds Management, the boutique investment manager set up by its principals about two years ago, has won the mandate to manage AMP Capital's active.
sheldon ltd looking to snap up remaining seadragon shares
Sheldon has launched an unsolicited offer for any remaining SeaDragon shares at 4 cents a share. Sheldon is owned by a consortium that up until recently were the major shareholders in SeaDragon, inc
govt funds 56m for joint nz nasa earth observation projects
The Government is putting $5.6 million towards five joint New Zealand-Nasa Earth observation research projects. The projects fall under a 2022 space co-operation agreement between NZ and the United St
greenfern industries ltd
Greenfern Industries Limited Ordinary Shares Company Details Registered Office: 127 Normanby Road, Normanby 4671 Postal Address: 127 Normanby Road, Normanby 4671 Telephone: +64-27-420-2476 Facsimile
bethunes shareholders to vote on transport investments ltd deal next month
By Paul McBeth Nov. 20 (BusinessDesk) - Bethunes Investments shareholders will vote next month on a deal to use its NZX listing as a vehicle for freight and logistics firm Transport Investments Ltd to
half steam ahead kiwisaver flows slow as retail funds track higher
KiwiSaver chugged through another financial year to arrive at March 31 about 11.5% ahead of its April 1, 2024, departure point, according to the latest Reserve Bank of New Zealand quarterly fund-spott
the missing silver lake link and all blacks ltd
New Zealand Rugby is poised for its biggest structural change in 25 years of professionalism with the bulk of its income and expenses carved out into a subsidiary if the controversial Silver Lake deal
transport investments ltd to list via bethunes backdoor
By Paul McBeth Oct. 27 (BusinessDesk) - New Plymouth-based freight and logistics group Transport Investments Ltd plans to join the NZX through a backdoor listing via Bethunes Investment in a deal valu
aussie fund manager shaws buys devon funds
Australian funds manager and broker Shaw and Partners has bought a 75% stake in some $7 billion of funds under management by Auckland-based Investment Services Group, which includes Devon Funds. Also.
2 cheap cars group ltd
2 Cheap Cars Group Limited Ordinary Shares Company Details Registered Office: 102 Mays Road, Onehunga, Auckland 1061 Postal Address: 102 Mays Road, Onehunga, Auckland 1061 Telephone: 09-869-3330 Facsi
analysts raise nzx ltd target price after guidance lift
Forsyth Barr and Jarden analysts have raised their target prices for exchange operator NZX following a 10% guidance lift. NZX Ltd said Monday it expects full-year 2024 operating earnings before inte
manawa energy ltd ords
Manawa Energy Limited Ordinary Shares Company Details Registered Office: 108 Durham Street, Tauranga 3110 Postal Address: 108 Durham Street, Tauranga 3110 Telephone: +64-27-582-6600 Facsimile: n/a Web
marlin ltd warrants
Marlin Global Limited 20/05/2022 $1.28 Warrants
industry certified responsible investment funds outperform says report
The idea that investors have to choose between "responsible investment" and good returns has been decisively debunked, says research released today. The Responsible Investment Association Australasi
Finance News
Finance
David Chaplin: Devon sale: Big deal for NZ financial services
Scale weighs heavy on fund managers' minds.
Finance
$600m in tourist spend at risk from regulation: Mastercard
When Europe cut interchange fees, foreign card decline rates soared.
Finance
Michael Lorimer exits Grant Samuel amid more sector change
Lorimer has sold his 80% stake in the corporate advisory firm.
*All returns are per annum, after fees and before taxes. Data updated at 1:06am 03 July 2025 (NZT)
FundSource is a trademark of
NZME Publishing Ltd
NZME Publishing Ltd
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.
No offer: The Data is only to be accessed by New Zealand residents from within New Zealand, and may not be copied or distributed to any other person. The Data does not constitute an offer or solicitation to offer financial products or conduct investment business in New Zealand or any other jurisdiction.
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.
Missing data? All data comes from FE fundinfo. BusinessDesk can help you get your data loaded and updated. Email [email protected] for help.