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Synergy adds portfolios

Tuesday, April 3rd 2018, 4:11PM

Consilium and Funds Administration New Zealand Limited (FANZ), joint venture partners in the Synergy Investment Programme, are adding four new portfolios – consisting of PIE funds and cash - to the Synergy Investment series.

Until now, Synergy has offered a model portfolio mix of PIE and foreign investment funds. This created additional tax complexity for some investors. Now advisers can choose between one of four PIE investment portfolios, nine traditional Synergy portfolios, or four socially responsible investing (SRI) portfolios.

Graham Duston, FANZ Executive Director said: “Some clients have very simple tax affairs and want the tax deducted at source. For them, a PIE solution works best. We frequently come across clients in this situation, so it was important for us to offer them a solution that best fits their needs.”

Scott Alman, managing director of Consilium, said simpler solutions could be beneficial.

“Synergy has always been about making investment solutions simple for investors and their advisers, so advisers can focus on their unique value-adding services. By offering a PIE solution we are giving advisers the opportunity to better meet the needs of their clients.”

Synergy has $250 million of assets under management.

Tags: Consilium FANZ Synergy

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