Investment Research

We produce Fund Factsheets on all of the Funds we research. These factsheets are updated monthly and cover:

  • fund objectives,
  • performance,
  • fees, and
  • unit prices.

Please note that these reports are intended for New Zealand clients residing in New Zealand only and must not be accessed or viewed by any person or entity outside of New Zealand.

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(09) 928 1375

Monday - Friday
10:30am - 7:00pm

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