NZFunds: Portfolio Management for Individuals
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The Assyst Portfolio Service

 

A personalised strategy

In conjunction with your financial adviser, the Assyst Portfolio Service allows you to implement an investment strategy that is tailored to meet your needs as they change over time. Experience has shown that almost everyone can benefit from developing and implementing an overarching investment strategy in conjunction with an experienced financial adviser.

Implemented through a range of carefully
researched Portfolios

Once your investment strategy is set, it can be implemented through the range of carefully researched investment Portfolios in the Assyst Portfolio Service.

Your strategy and Portfolio selections are designed to fit your needs as a New Zealander, taking into account your investment time frames, attitudes towards risk, cash flow needs and taxation position.

The Portfolios available within the Assyst Portfolio Service cover Short Term Income, Future Income, Maintaining Capital and Future Growth needs.

 

Invested with researched, respected
global managers

The Coordinating Manager for the Portfolios in the Assyst Portfolio Service is NZ Funds Management. Each individual Portfolio is overseen by an experienced NZ Funds Management Portfolio Manager, who is responsible for managing the Portfolio to its stated objectives.

The Portfolios utilise one or more specialist investment managers, appointed to the Assyst Portfolio Service.

The investment managers are a carefully researched selection of world-class Australasian and global asset managers, chosen for their expertise in managing
a particular asset class.

The Assyst Portfolio Service uses this approach for the management of client portfolios in order to gain access to expertise, provide diversification across investment management styles and reduce the risk of having client assets managed by just one manager.

The simplicity of a single account

By choosing to invest in the Assyst Portfolio
Service, your assets will be diversified across a range of Portfolios and investment managers.

The Assyst Portfolio Service consolidates all of these investments into a single account. You will receive just one regular consolidated report, detailing and summarising your financial position.

You will also receive a single annual tax statement with taxable income calculated for your entire Assyst Portfolio.

 
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