Wealth Accumulation
Managed Funds (Wealth Accumulation Investments)
Are you currently managing an investment portfolio and feeling frustrated by the returns or level of service you are receiving?
You may have a diversified mix of investments without an overall investment strategy in place.
Is your asset allocation suitable for the level of your risk profile?
How do you know what type of investor you are? (Passive, Moderate, Growth)
Are your investments being actively managed?
Benefits of an Investment
- When you invest directly into a managed fund (i.e. not via KiwiSaver), your money is pooled together with other investors. A fund manager then buys and sells assets on your behalf.
- You can invest as little or as much as you like, there is no minimum amount.
- Managed Funds invest in a wide range of assets that will grow in value over time dependant on the type of fund you invest in.
- You can choose to invest in ethical funds which avoid certain types of industries.
- Subject to the terms of the fund, you can withdraw your money at any time.
- It is a flexible way to invest in a diversified wide range of funds in local and international markets.
- You also get the benefit of diversification because the funds spread their investments over hundreds of assets such as shares, bonds, and listed property across local and international markets.
- Portfolio Investment Entities (PIE) have tax efficiencies.
Succession First are financial advisers, so you benefit from our wealth of knowledge and expertise.
Whatever your goals are, be it saving for a house renovation or deposit, or your children’s education fund or retirement income, an Investment Fund can help you get there.
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