Vistafolio is a pioneer in NZ Funds Management, using technology to provide managed investment accounts to local and international investors. We have a proprietary model portfolio strategy which is actively managed and invests in global shares on a daily basis. It has averaged returns of 20%+ since 2014.*
As an ownership stake in a productive business, the value of shares you buy grows with that company and the economy. Your investment in that company helps it to produce goods and services, while providing jobs. The capital value of shares can keep pace with and very often exceed inflation, especially if the business does well.
As you’ve noticed with each passing year - prices go up. Owning shares is a great way to keep pace with those price increases, and when you own the right businesses, probably enjoy some gains. Many of these businesses also pay a share of their earnings in the form of dividends throughout the year, providing an income over and above capital growth.
If you only invest within your country and in your national sharemarket, you’re poorly diversified. Should a major shock hit, your investment portfolio could be decimated. Investing in global shares – as we do, allows us to spread your risk across different regions, currencies and sharemarkets. It also provides access to industries that may not exist in your home market. At the same time, seeking out currency arbitrage opportunities as part of our global investing service allows us to maximise and achieve additional returns for you.
Most New Zealand investors buy real estate, local shares or keep their money in term deposits. In a small, open, trading economy, this is far more risky than many people realise. It is fine when immigration is strong, the property market is going up and good dairy prices support a strong currency. When any one of these factors falls away, your wealth can quickly erode.
Spreading your funds across global shares gives you diversity of exposure to growing global businesses across different markets, valued in a range of currencies. It allows you to access industries that may not exist locally. Having a partner such as Vistafolio to navigate you through this process ensures your managed account contains a portfolio of the very best global stocks in terms of fundamentals and timing.
Standard & Poor’s the global ratings organisation recently rated the New Zealand economy as AA+ (in local currency) stating the economy is “wealthy and resilient.” Unlike other finance centres, NZ possesses a diversified economy spread across farming, services, technology and other sectors. It also provides a tax neutral solution to investors, since there are no capital gains or inheritance taxes. It has been ranked the least corrupt country in the world by Transparency International’s Corruption Perceptions Index 2018.
The information within this site is issued by Angelo Partners Ltd to wholesale clients or eligible investors under the Financial Markets Conduct Act 2013 (FMC Act).
Angelo Partners Ltd is registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
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