APS - Assyst Portfolio Service

NZFunds: Portfolio Management for Individuals

Welcome to the Assyst Portfolio Service an investment service designed specifically for New Zealanders, allowing them to implement an investment strategy tailored to their lifestyle goals and diversified across a range of carefully researched Portfolios, overseen by a selection of world-class Australasian and global asset managers. The coordinating manager for the Assyst Portfolio Service is NZ Funds Management and each Portfolio is overseen by an experienced NZ Funds Management Portfolio Manager.

The Assyst Portfolio Service is a range of investment portfolios that allow you, along with your financial adviser, to implement an investment strategy that can be tailored to meet your needs as they change over time.
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Each of the Portfolios in the Assyst Portfolio Service has been designed to meet the financial needs of New Zealanders.
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The Assyst Portfolio Service gives New Zealanders access to a carefully researched selection of world-class Australasian and global asset managers.
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RESEARCH AND ARTICLES	RESEARCH SPOTLIGHT
market Commentary - financial plans must protect against inflation 10 August 2010 NZ Funds' CIO, Michael Lang highlights that all investors should be concerned about the impact of inflation, providing guidance on ways to inflation-proof a portfolio. MORE >	TV ONE NZI BUSINESS: Investors reminded to diversify CLICK HERE TO LEARN MORE > OUTCOME FROM THE HEDGING THE SHARE MARKET EXPOSURE CLICK HERE TO LEARN MORE > Decade performance of each asset class CLICK HERE TO LEARN MORE > Declining purchasing power of $1 in New Zealand CLICK HERE TO LEARN MORE >
market Commentary - no crystal ball for asset classes 10 August 2010 Using an analysis of asset class returns over the past 50 years, NZ Funds' Principal and Investment Strategist, David Wilson, demonstrates that every asset class has had both periods of strong performance and periods of disappointing performance. David then elaborates on a strategy that limits the adverse impact if a single asset class underperforms. MORE >
market Commentary - up 70 but feeling down 10 August 2010 NZ Funds' CIO, Michael Lang, explains the 'ugly maths of finance' exposing the fact that, for most New Zealanders, it is more important that they avoid big losses than enjoy big gains. MORE >
FINANCIAL ADVISER REGULATIONS UPDATE 22 July 2010 NZ Funds' Corporate Counsel, Joyce Ong, provides an update on the amendments to the current Financial Adviser Act 2008. MORE >
Investment research - A defensive strategy for share market investing 11 June 2010 NZ Funds' CIO, Michael Lang, discusses an investment approach predicated on three cornerstone principles, that allows investors to participate in share markets as they rise, while providing them with some protection when significant market corrections occur. MORE >
market Commentary - inflation set to cut investors funds by half over 10 years 30 May 2010 NZ Funds' Principal and Investment Strategist, David Wilson, believes that in almost all inflation scenarios, clients should be better off investing in inflation-linked bonds than if they invested in term deposits. MORE >

PORTFOLIO INSIGHTS

Portfolio Insights
31 July 2010
This monthly document provides a comprehensive summary of the
APS Portfolios.
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MANAGER FOCUS

Investment insight - odey
24 May 2010
This paper provides a background on Odey and discusses the investment approach of the founder, Crispin Odey, and how this has led to consistent performance.
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FURTHER INFORMATION ON the
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INVESTOR INFORMATION

2010 APS annual review and
financial statements
NZ Funds' CEO, Richard James and NZ Funds' CIO, Michael Lang provide commentary on the economy and APS portfolios for the year ended 31 March 2010.
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2010 investor tax summary - explanatory booklet
12 May 2010
Explanatory booklet to aid clients in completing their tax returns.
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APS INVESTMENT STATEMENT
19 March 2010
This document provides key information
for investors looking to invest in the
APS Portfolios.
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