Newsroom
Investment returns
All funds had very pleasing returns for the June quarter with strong contributions from both shares and bonds. Sharemarkets have been supported by lower interest rates and the prospect of global central bank easing. Shares have been recently trading at record highs...
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Guns are not cool now
Many of us have grown up with the stories of Winnie the Pooh. If we didn’t, some of us may have seen the recent movie called ‘Christopher Robin’ which re-introduces Winnie the Pooh to a wider audience. Many of us would be surprised to know that Winnie the Pooh owned...
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Mindful Money
There are so many interpretations of what ethical investing is. Now there’s a new way to check out whether a KiwiSaver scheme, and the investment funds it offers, is ethically invested. It’s Mindful Money and we support them. We like the transparency around where...
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What’s all the fuss about PIRs?
Some of you are asking what’s a PIR and what’s the fuss about them? Your PIR is your Prescribed Investor Rate and this is the tax rate that applies to investment earnings in certain types of investments including KiwiSaver. Having the wrong PIR will cost you money....
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KiwiSaver now open to 65+
From 1 July 2019, the age 65 restriction on joining was removed and this group of New Zealanders (and permanent residents) can now join and invest in KiwiSaver. KiwiSaver is now an investment option for New Zealanders who are 65 or older. So why join KiwiSaver at this...
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Changes to KiwiSaver – what do they mean for you?
The Government has made some changes to KiwiSaver that include: Introducing more contribution rate options for employees (from 1 April 2019) Reducing the maximum period for ‘contribution holidays’ (from 1 April 2019) Allowing people over 65 to join (from 1 July 2019)....
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‘Free’ contributions from the Government
Every year the Government makes contributions to the accounts of eligible KiwiSaver members, up to $521.43 each. These contributions are usually credited to members’ accounts in early July. In 2018 the Government paid $753 million in contributions to KiwiSaver...
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Investment returns
It has been a very positive and pleasing quarter, a relief for most after the very shaky end to 2018, and a reminder to investors to focus on the longer term. Good returns were achieved by the funds in all periods to 31 March 2019. The rebound in markets is put down...
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Responsible investing
There is a lot of jargon around these days that it is hard to keep up with. What does responsible investing mean? Is it just another piece of jargon that is boring or difficult to understand and bears no relation to our day-to-day life? On a simple level,...
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Investment returns
The December quarter saw a sharp drop in the value of shares which resulted in negative performances for the Growth and Balanced Funds. Strong performances in earlier times, however, ensured that returns remained positive in periods greater than 1 year. While our...
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