NZFunds: Portfolio Management for Individuals
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APS Portfolios
 

Each of the Portfolios is specifically designed to meet the objectives of a needs-based advice process. As a consequence, benchmarks for performance are those defined by the needs of New Zealand individuals and not the fluctuations of global asset markets.

The Coordinating Manager for the Portfolios, NZ Funds Management, manages the

Portfolios using an Active Investment Management approach. This approach seeks to maintain a balance between preserving capital and growing wealth in a manner that is consistent with each Portfolio’s objective.

For details of the investments held by each Portfolio, click on the 'Portfolio Insights' tab for the relevant Portfolio.

The Portfolios making up this service have been renamed. For a list of the old and the new Portfolio names click here
Portfolios
Short term income

Portfolios designed to provide a source of capital, by investing in income-orientated assets using an active investment management approach.

core cash portfolio
(FORMERLY DIVERSIFIED
CASH PORTFOLIO)

       
 
Future income

Portfolios designed to provide a degree of stability to your investment, by primarily investing in income-orientated assets using an active investment management approach.
core income portfolio
(FORMERLY SELECT
INCOME PORTFOLIO)
 
 

Inflation protection

Portfolios designed to mitigate the impact of inflation on your investment over the medium and/or long term by investing in income-orientated assets and growth-orientated assets using an active investment management approach.
core inflation portfolio
(FORMERLY INFLATION
PLUS PORTFOLIO)
property inflation portfolio
(FORMERLY DIVERSIFIED HIGH GRADE
PROPERTY PORTFOLIO)
equity inflation portfolio
(FORMERLY DEFENSIVE GLOBAL
SHARES PORTFOLIO)
 
Future growth

Portfolios designed to grow your investment over the long term by investing in income-orientated assets and growth-orientated assets using an active investment management approach.

CAPITAL OPPORTUNITIES PORTFOLIO
(FORMERLY DEBT
OPPORTUNITIES PORTFOLIO)