Diversification – its one of the golden rules of investing. Our progressive investment portfolio design, processes and thinking enables us to offer a range of diversified investments that have a strong track record of innovation and competitive performance.
Our investment options cover the full risk spectrum including a diversified portfolio with primarily low risk securities, a medium risk, balanced portfolio that aims to deliver consistent, above benchmark returns, a higher risk portfolio with a significant bias towards growth assets that targets higher than average long term returns and a balanced fund that invests in a broad range of assets that are managed within a responsible investment framework.
We believe the key elements of good diversified investing are:
Active management of portfolios’ allocations to different markets and sectors to suit changing short, medium and long term investment environments and conditions.
Investment techniques that have consistently performed over long periods, such as active stock selection for New Zealand shares.
Active asset allocation -in line with our philosophy that different markets perform at different times, our team actively manage the funds’ strategic and tactical asset allocation to suit the changing environment.
A strong management team - we are one of the most experienced investment management teams for New Zealand investments, complemented by a multi-manager style which combines some of the worlds’ best managers for international investments.
Diversification across growth and income assets – multiple investment styles in New Zealand and international shares, global listed property securities, fixed interest securities and property.