Kapiti Financial Advice Limited – KiwiSaver and Investment
It has been a pretty good period for equities over the last six weeks or so, with the NZX up 9% since the start of July, matching similar stories in Australia and the US. Last week stocks picked-up on headline news that in the United States the consumer price index rose at a slower pace … Read more
NZ Funds have released their Monthly Review for April 2022. It reveals that the fund manager has used S&P500 and Nasdaq put options to generate significant returns in April, in a share market that has been falling. They intend to continue using put options while market volatility remains high and tending to the downside. NZ … Read more
The Responsible Investment Association Australasia released a new benchmark report on responsible investment in New Zealand this week, which was researched in collaboration with KPMG. The report is intended to provide an overview of the current state of the responsible investment industry in New Zealand. It shows that the market for responsible investments in Aotearoa … Read more
NZ Funds have released their Investment Report for the first half 2021. They believe that professional financial advice can help you understand and manage investment risk and navigate your choice of manager, asset allocation and contribution rate. NZ Funds expect local and international shares will continue to rise over the medium term, but at a … Read more
This week, financial commentator Janine Starks wrote an opinion piece titled Why you’re probably investing too much in KiwiSaver: https://www.stuff.co.nz/business/opinion-analysis/300321717/why-youre-probably-investing-too-much-in-kiwisaver The question is raised because your savings are essentially locked-in until you turn 65 years of age. Special rules ensure KiwiSaver funds held through to retirement, with some exceptions around first home purchase and financial … Read more
Annual fund charges published by KiwiSaver and managed fund providers allow investors to compare the cost of having your money managed by the respective providers. This stands in contrast to fees charged by share brokers and investment advisory firms, which can be difficult to calculate. Indeed, there can be multiple levels of fees which can … Read more