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Investment News

Performance fee update – lesson for NZ

Pathfinder wrote a series of four articles through 2015 on performance fees which were published here on Good Returns.  Off the back of these articles Pathfinder was asked to help Reuters Thomson in Europe with a piece on Italian performance fees.  John Berry believes the findings of that work provide an important lesson for New Zealand financial advisers and the Financial Markets Authority.

Friday, November 25th, 6:51AM

 

The background

Thomson Reuters (Milan) noticed that performance fees charged by Italian fund providers seemed to be higher than elsewhere in Europe.   2015 performance fees as a percentage of assets under management (or “AUM”) for European managers referenced by Reuters are below:

Reuters’ focus was on the highest charge in the table - Banca Mediolanum...MORE»

Inflation returns to the global economy?

Friday, November 18th, 9:44AM

Economist Andrew Hunt looks at the prospect of rising inflation and what it means for the global economy. He suggests if inflation rates do rise bond markets may well be caught ‘off-guard’ over the next few months.

MORE»

The Trump Victory – How might investors react?

Thursday, November 10th, 2:40PM

Harbour Asset Management managing director looks at what the Trump victory means for New Zealand and investors.

MORE»

Client best interests: Part Two

Monday, October 3rd, 6:01AM

Last month’s commentary on the Code of Conduct obligation to put “client interests first” generated a great deal of discussion.  In this follow up John Berry takes the debate a step further and asks some fundamental questions about what consumers expect, if better disclosure can help and whether a “best interests” standard is impossible to meet.  This is the second instalment of a 3-part commentary.

MORE»

Central banks not ready to throw in the towel

Monday, September 26th, 11:09AM

Markets digested a flurry of central bank announcements this week, which all reiterated the determination to lift CPI inflation to targets; with no real signs that central banks have given up on the need for monetary stimulus.

MORE»

More Headlines
Deposit Rates Sponsored by: 

BNZ offers 4% term deposit rate

Monday, November 21st, 9:58AM

BNZ has introduced a two-year deposit rate special of 4%. MORE»

How FEI Investments reinvented itself

Saturday, November 12th, 4:45PM

A low interest rate environment is driving interest in finance company investments as the expense of bank deposits, one New Zealand operator says. MORE»

Good news for Liberty

Thursday, November 10th, 9:27AM

Non-bank deposit taker Liberty Financial has had its credit rating raised by Standard & Poors. MORE»

ASB issues notes

Monday, November 7th, 8:52PM

As part of its efforts to raise tier two capital in line with capital requirements, ASB is offering $250 million in subordinated unsecured convertible notes. MORE»

Z issues bonds

Wednesday, October 19th, 6:06PM

Z Energy is making an offer of unsubordinated, secured, fixed rate bonds across two series. MORE»

General Finance raises rates

Friday, October 14th, 4:51PM

General Finance has increased its deposit rates by 50 basis points, taking its headline rate to 5.75% over three years. MORE»

Term deposits offered via Consilium platform

Thursday, August 18th, 6:00AM

A new term deposit offer on the Consilium platform is another way for advisers to ring-fence their clients’ financial needs and boost their value proposition, the firm says. MORE»

Former finance firm completes full circle

Monday, June 20th, 2:36PM

Listed non-bank finance company GFNZ Group plans to revert to its old name of Geneva Finance and boost its share price. MORE»

KiwiSaver   

KiwiSaver quake moves spark warning

Thursday, November 24th, 6:00AM

Government is making it easier for earthquake-affected KiwiSaver members to withdraw their money if they suffer financial hardship – but one adviser is warning it is not a good idea. MORE»

Banks raise concern about 'fee-chasers'

Monday, November 21st, 6:00AM  6 comments

Bank KiwiSaver providers are worried that proposed changes to annual statement requirements could lead to members chasing the lowest-fee providers. MORE»

Kiwis seek RI information - but not from advisers

Wednesday, November 16th, 6:00AM

New Zealanders say there is not enough information available to help them choose responsibly invested KiwiSaver funds – but very few seek out an adviser to help them. MORE»

FMA offers KiwiSaver advice guidance

Tuesday, November 8th, 11:00AM  4 comments

[UPDATED] Efforts are under way at the Financial Markets Authority to help address concerns from KiwiSaver providers that are believed to be limiting the advice members receive. MORE»

KiwiSaver bounces back

Wednesday, October 26th, 2:39PM

A solid quarter has seen KiwiSaver investments shake off the impact of Brexit-induced market turmoil. MORE»

Don't dismiss KiwiSaver, advisers told

Wednesday, October 26th, 6:00AM

Advisers are being urged to think about KiwiSaver advice as a way to capture clients for the future. MORE»

KiwiSaver advice sparks complaints

Thursday, October 20th, 6:00AM  1 comment

Thirteen customers have complained about bank KiwiSaver sales and advice processes over the past year, the Banking Ombudsman says. MORE»

KiwiSaver risk reward just 2.1%

Thursday, October 20th, 5:59AM  2 comments

KiwiSaver members in conservative funds have received returns just 2.1% per year less than those who took on extra risk in a growth fund over the past eight years. MORE»

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Edison Investment Research
  • Seneca Global Income & Growth Trust
    29 November 2016
    Multi-asset investment with a value approach
    Seneca Global Income & Growth Trust (SIGT) aims to generate income and long-term capital growth from a range of asset classes. Investments are made for...
  • Tetragon Financial Group
    28 November 2016
    Positive returns from all asset classes in Q316
    Tetragon Financial Group (TFG) reported fair value earnings of US$49.7m for the third quarter of 2016, with positive contributions made by all asset classes....
  • Worldwide Healthcare Trust
    23 November 2016
    Finding investment opportunities in healthcare
    Worldwide Healthcare Trust (WWH) aims to generate long-term capital growth from investing in a portfolio of global healthcare stocks; a differentiating...
  • JPMorgan Global Convertibles Income Fund
    22 November 2016
    Low-volatility, income-tilted convertibles portfolio
    JPMorgan Global Convertibles Income Fund (JGCI) is the only UK-listed closed-end fund focusing on convertible bonds. While its primary aim is to provide...
  • HBM Healthcare Investments
    21 November 2016
    Potential for further outperformance
    HBM Healthcare Investments (HBMN) is a Switzerland-listed closed-end fund investing in listed and private healthcare companies globally. In a volatile...
  • Heliad Equity Partners
    16 November 2016
    German tech growth and venture portfolio
    Heliad Equity Partners (HPBK) is a private equity investment company with a Germany-focused portfolio comprising listed and unlisted investments across...
© 2016 Edison Investment Research.

View more research papers »

Today's Best Bank Rates
Heartland Bank 3.00  
Heartland Bank 3.00  
RaboDirect 3.00  
Based on a $50,000 deposit
More Rates »
Cash PIE Rates

Cash Funds

Institution Rate 33% 39%
ANZ 0.35    0.36    0.37
ASB Bank 0.40    0.41    0.42
ASB Bank 0.55    0.59    0.56
ASB Bank 0.60    0.61    0.64
ASB Bank 0.65    0.66    0.69
ASB Bank 0.70    0.72    0.75
Heartland Bank 2.50    2.59    2.70
Nelson Building Society 3.75    3.90    4.08
RaboDirect 1.50    1.55    1.62
SBS Bank 1.80    1.86    1.94
TSB Bank 1.60    1.64    1.71
Westpac 0.35    0.36    0.37
Westpac 0.05    0.05    0.05
Westpac 2.60    2.70    2.82

Term Funds

Institution Rate 33% 39%
ANZ Term Fund - 90 days 2.60    2.69    2.81
ANZ Term fund - 12 months 3.35    3.48    3.64
ANZ Term Fund - 120 days 3.00    3.29    3.45
ANZ Term fund - 6 months 3.35    3.48    3.64
ANZ Term Fund - 150 days 3.25    3.39    3.55
ANZ Term Fund - 9 months 3.60    3.74    3.91
ANZ Term Fund - 18 months 3.60    3.74    3.91
ANZ Term Fund - 2 years 3.50    3.64    3.80
ANZ Term Fund - 5 years 3.70    3.85    4.02
ASB Bank Term Fund - 90 days 2.60    2.67    2.79
ASB Bank Term Fund - 6 months 3.20    3.29    3.43
ASB Bank Term Fund - 12 months 3.20    3.33    3.48
ASB Bank Term Fund - 18 months 3.50    3.65    3.81
ASB Bank Term Fund - 2 years 3.65    3.81    3.98
ASB Bank Term Fund - 5 years 4.10    4.28    4.48
ASB Bank Term Fund - 9 months 3.60    3.75    3.92
BNZ Term PIE - 120 days 3.00    -    -
BNZ Term PIE - 150 days 3.30    3.38    3.53
BNZ Term PIE - 5 years 3.70    3.86    4.04
BNZ Term PIE - 2 years 3.35    3.49    3.65
BNZ Term PIE - 18 months 3.50    3.65    3.81
BNZ Term PIE - 12 months 3.25    3.38    3.53
BNZ Term PIE - 9 months 3.60    3.75    3.92
BNZ Term PIE - 6 months 3.15    3.28    3.42
BNZ Term PIE - 90 days 2.75    2.82    2.95
Co-operative Bank PIE Term Fund - 6 months 3.60    -    -
Heartland Bank Term Deposit PIE - 12 months 3.40    3.53    3.69
Heartland Bank Term Deposit PIE - 6 months 3.30    3.43    3.58
Heartland Bank Term Deposit PIE - 9 months 3.70    3.85    4.02
Heartland Bank Term Deposit PIE - 18 months 3.30    -    -
Heartland Bank Term Deposit PIE - 2 years 3.30    3.43    3.58
Heartland Bank Term Deposit PIE - 5 years 3.70    3.85    4.02
Kiwibank Term Deposit Fund - 150 days 3.00    3.08    3.22
RaboDirect Term Advantage Fund - 12 months 3.40    3.50    3.65
RaboDirect Term Advantage Fund - 6 months 3.50    3.60    3.76
RaboDirect Term Advantage Fund - 90 days 2.85    2.93    3.06
Westpac Term PIE Fund - 150 days 2.80    2.88    3.00
Westpac Term PIE Fund - 120 days 3.40    3.49    3.65
Westpac Term PIE Fund - 18 months 3.20    3.29    3.43
Westpac Term PIE Fund - 12 months 3.40    3.49    3.65
Westpac Term PIE Fund - 6 months 3.35    3.44    3.60
Westpac Term PIE Fund - 9 months 3.10    3.17    3.32
Westpac Term PIE Fund - 90 days 2.50    2.56    2.67
Westpac Term PIE Fund - 2 years 3.70    3.79    3.96
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