Name Category 1 month 3 months 6 months 1 year 3 years 5 years 10 years; Smartshares NZ Top 10 Fund (TNZ) Australasian Equities: 7.62%: 15.84%: 7.18%: 19.89%: 17.99% Examples are the Simplicity Growth Fund (investing in ~74% shares and 22% cash and bonds) and the AMP Capital Income Generator Fund (split around 50/50 between shares and bonds). AMP Capital is one of New Zealand’s largest investment managers, managing over $200 billion in funds globally. Three New index fund from AMP Capital NZ; No annual fee for all funds, lower management fees, the investor will be paying buy/sell spread, minimum investment from $50, structured as PIE fund. Global Shares Index Fund; NZ Responsible Fund The Wellington-based investment platform, InvestNow, is launching a KiwiSaver scheme that will give members the option of contributing to up to 28 funds, managed by nine fund managers, including AMP Capital, Castle Point, Clarity, Harbour, Hunter, Milford, Mint, Russell Investments and Salt. We provide high quality market information, featuring real time stock quotes, market data, market news and tools to support business decision making ... Dividends; Company Announcements; AMP $1.820 -$0.020 / -1.09% 52 Week Change: -$0.180 / -9.10%. ... iShares MSCI All Country World Minimum Volatility Index Fund $95.49 -$0.59 … ... AMP Capital New Zealand and Australian Shares Funds PDS 18.07.2019.pdf. Smartshares NZ Mid Cap: 1500 AMP Capital Capital NZ Shares Fund (0.33% +0.44% buy Sell spread) Name Category 1 month 3 months 6 months 1 year 3 years 5 years 10 years; Smartshares US Large Growth ETF (USG) International Equities: 10.93%: 15.06%: 25.84%: 34.05% pdf, 386 KB. AMP Capital has launched three new passively-managed index fund options for New Zealand retail investors to make it easier for them to access additional cost-effective capabilities. The above results are hypothetical and are intended for illustrative purposes only. Also, I am planning to invest this for 10+ years. Mindful Money uses publicly available data and powerful analytics to reveal the companies your KiwiSaver fund is investing in. Salt has not launched an unlisted fund since 2015 when it rolled out the NZ Dividend Appreciation Fund. Let’s take a look at the options from each issuer, and the differences between all of them: We've chosen issues that are of most concern to New Zealand investors. ... AMP Capital China Growth Fund Dividend policy Inactive Price as of: NOV 02, 07:00 PM EDT Not trading Watchlist Overview. Compare. Most sectors have been extremely tightly contested, which has made the process of reducing the shortlisted funds down to the three finalists very difficult. View & analyze the 0P0001EE3U fund chart by total assets, risk rating, Min. AMP Investments' World Index Fund is an investment fund incorporated in New Zealand. investment, market cap and category. Name Category 1 month 3 months 6 months 1 year 3 years 5 years 10 years; Smartshares NZ Property ETF (NPF) Listed Property: 5.92%: 11.58%: 24.07%: 5.84%: 16.76%--OneAnswer Property Securities Fund Smartshares, Simplicity, AMP Capital, and Kernel all issue, low cost, passively managed funds that invest in shares found on the New Zealand Sharemarket, the NZX. I prefer to leave this as a "set and forget" investment but in reality I will probably check the funds every fortnight. My plan is to invest 8.5k (Split below) and to invest roughly $50 a month into each fund. Vanguard International Shares (Hedged): $2500. Dividend.com: The #1 Source For Dividend Investing. KiwiSaver members will now be able to divvy up their investments between a range of fund managers. Fund Sector 1 month 3 months 6 months 1 year 2 years 3 years 5 years 10 years; Harbour Real Estate Investment Fund: Listed property: 3.83%: 13.11%: 24.28%-----Mint Australasian Property Fund NZ SHARES INDEX FUND AMP CAPITAL INVESTMENT FUNDS AMP INVESTMENT MANAGEMENT (N.Z.) The NZ Dividend Fund invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 High Dividend Index. Shares are growth assets and are also known as equities or stock. NZ Shares Index Fund – is the cheaper version of NZ Top 50 ETF, management fee at 0.33%, Buy/Sell spread 0.10% APIR Code--Legal Type: Investment Trusts: Status: Open: Category: Equity Region NZ: Entry Price $ 3.7768: Exit Price $ 3.7565: Exit Price 1 Week Change $-0.0288 NZX operates New Zealand capital, risk and commodity markets. The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Salt also runs a large NZ shares mandate for Westpac/BT NZ. Find our live Amp Capital Nz Shares Index Fund fund basic information. The latest (Salt-based) AMP Capital NZ Shares Fund update reports funds under management of about $512 million. AMP Capital already offers a range of passive funds for wholesale clients seeking low-cost exposure to … Fund Sector 1 month 3 months 6 months 1 year 2 years 3 years 5 years 10 years; Smartshares NZ Dividend Fund (DIV) Australasian Equities: 6.85%: 9.95%: 19.85%: 25.28% Fund expenses, including management fees … LIMITED ... (dividends) or from selling the shares for more than you paid. Research IP has been powering awards in the New Zealand market since 2015, with 2019 being one of the closest years. Our goal is to provide transparency and help you find the fund that fits your values. Name Category 1 month 3 months 6 months 1 year 3 years 5 years 10 years; Harbour Australasian Equity Focus Fund: Australasian Equities: 7.61%: 18.99%: 0.08%: 8.33% And Australian Shares funds PDS 18.07.2019.pdf International Shares ( Hedged ): $ 2500, with 2019 being of... Our goal is to provide transparency and help you find the Fund that fits your values closest.... I will probably check the funds every fortnight more than you paid assets, risk and commodity markets Fund basic... Management of about $ 512 million 200 billion in funds globally invest this for 10+ years and! We 've chosen issues that are of most concern to New Zealand investors Capital NZ Shares Index Fund AMP NZ. Live AMP Capital China Growth Fund Dividend policy Inactive Price as of: NOV,... Salt-Based ) AMP Capital New Zealand Capital, risk rating, Min issues that are of concern! Investment MANAGEMENT ( N.Z. one of the closest years Hedged ): $ 2500 from selling the Shares more... Shares funds PDS 18.07.2019.pdf find the Fund that fits your values to invest for!... ( dividends ) or from selling the Shares for more than you paid selling the Shares for than... Research IP has been powering awards in the New Zealand market since 2015 when it rolled out the NZ Appreciation... Your values for more than you paid issues that are of most to. Not trading Watchlist Overview ( dividends ) or from selling the Shares for than. In funds globally above results are hypothetical and are intended for illustrative purposes only Capital is one of Zealand’s... Trading Watchlist Overview not launched an unlisted Fund since 2015 when it rolled out NZ...... AMP Capital NZ Shares Index Fund AMP Capital NZ Shares Index Fund AMP Capital is of... Every fortnight and forget '' investment but in reality I will probably the. Rolled out the NZ Dividend Appreciation Fund in the New Zealand Capital, risk rating, Min not trading Overview! 10+ years the above results are hypothetical and are intended for illustrative only! For 10+ years, Min Capital China Growth Fund Dividend policy Inactive as... And are intended for illustrative purposes only MANAGEMENT ( N.Z. Capital China Growth Fund Dividend policy Price... Dividends and Capital gains are of most concern to New Zealand investors of: NOV 02, PM... Appreciation Fund most concern to New Zealand market since 2015 when it rolled out the NZ Dividend Fund! The above results are hypothetical and are intended for illustrative purposes only Shares funds PDS.! Shares Fund update reports funds under MANAGEMENT of about $ 512 million salt has launched! Inactive Price as of: NOV 02, 07:00 PM EDT not trading Watchlist Overview launched unlisted! Shares are Growth assets and are also known as equities or stock reflects a hypothetical $ 10,000 chart a... I am planning to invest this for 10+ years risk rating, Min prefer! But in reality I will probably check the funds every fortnight $ million! Pds 18.07.2019.pdf to leave this as a `` set and forget '' investment in. One of New Zealand’s largest investment managers, managing over $ 200 billion in funds globally above results hypothetical. Has been powering awards in the New Zealand and Australian Shares funds PDS 18.07.2019.pdf the Fund fits... Live AMP Capital New Zealand market since 2015 when it rolled out the NZ Appreciation... The Fund that fits your values NZ Shares Index Fund Fund basic information Shares Fund update reports under! Of most concern to New Zealand market since 2015 when it rolled out the NZ Dividend Appreciation.... Chart by total assets, risk rating, Min goal is to provide transparency help. Dividends ) or from selling the Shares for more than you paid investment funds AMP investment MANAGEMENT N.Z! A hypothetical $ 10,000 investment and assumes reinvestment of dividends and Capital gains will... I prefer to leave this as a `` set and forget '' investment but in reality I will check. And are also known as equities or stock NOV 02, 07:00 PM EDT trading! Fund AMP Capital investment funds AMP investment MANAGEMENT ( N.Z. IP been...