Mint and Wedge get together for a new bond fund

MInt teams up with newcomer Wedge to launch a new bond fund.

Mint Asset Management and newcomer Wedge Management are getting together to launch a new Trans-Tasman fixed income fund.

Wedge founder and Managing Director Dave McLeish it makes to partner with Mint as they are a trusted and highly respected name in New Zealand.

Mint Chief Executive Kirsten Boldarin said the new fund fills a hole in its product suite and that it made sense to draw on the investment ...MORE»

Booster pushes for info on how other fund managers operate Thursday, February 12th, 6:11AM Booster Investment Management is seeking documents the Financial Markets Authority holds on how other fund managers run their private market investments as the KiwiSaver provider prepares for next year’s defence of how it ran transactions through its own related vehicle. MORE»

Client reviews – what is expected of advisers? Monday, February 9th, 5:03PM  10 comments [Opinion] A complaint against an adviser who did not know his client had two life policies has led to some discussion on the importance of regular reviews. MORE»

Low-fee KiwiSaver providers to the fore in Morningstar survey

Kernel is celebrating taking the top spot for the high-growth and cash categories in its first three full years.

Morningstar has released its KiwiSaver survey for the December quarter.

It shows that over the quarter, default funds returned an average 2 percent, conservative 0.7 percent, balanced 1.6 percent, growth 1.7 percent and aggressive 2.8 percent.

Over a year, aggressive funds were up 12.8 percent and growth 9.7 percent. Balanced funds were up 9.7 percent and conservative 5.8 percent.

The highest performer ...MORE»

[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish? Thursday, February 5th, 8:54AM  2 comments We’ve all been there—staring at a spreadsheet, trying to find the most "efficient" way to grow our nest egg. In New Zealand, the conversation frequently starts with tax. MORE»

KiwiSaver investors look offshore Wednesday, February 4th, 8:30AM Strong performance in international share markets has been pulling local investors’ attention offshore. MORE»

News Bites

Shaw and Partners buys Wellington advice firm

Shaw and Partners, previously JMI Wealth, has expanded its reach buying a Wellington-based financial planning business. MORE»

GoodReturns TV

Fisher Funds moves to woo advisers back

After years of neglecting the adviser market, the investment manager is going on the charm offensive.   MORE»

Markets in Motion - Positioning for 2026

With 2026 now well underway, the natural question is what lies ahead for markets. MORE»

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Southern Cross CEO steps down

After 10 years in the role Southern Cross's Chief Executive is stepping down. MORE»

TMM Online

Predictions for next week's OCR announcement

OCR expected to be held at 2.25% at first review of the year. MORE»

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ANZ loses head of asset allocation (again)

The Head of Asset Allocation at ANZ is returning to her old shop to take up a newly-created role. MORE»

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Low-fee KiwiSaver providers to the fore in Morningstar survey

Kernel is celebrating taking the top spot for the high-growth and cash categories in its first three full years. MORE»