Research

Research by FundSource

These reports are intended for New Zealand clients residing in New Zealand only and must not be accessed or viewed by any person or entity outside of New Zealand.

AMP Capital Investments

  • AMP Capital Global Multi-Asset Fund

    11 December 2018

  • AMP Capital Global Multi-Asset Fund Factsheet

    11 January 2019

  • AMP Capital Income Generator Fund

    10 October 2018

  • AMP Capital Income Generator Fund Factsheet

    11 January 2019

APN Property Group

  • APN AREIT AUT

    10 September 2018

  • APN AREIT Factsheet

    11 January 2019

  • APN AREIT PIE Fund

    10 September 2018

  • APN Asian REIT Fund (AUT)

    10 September 2018

  • APN Asian REIT Fund (AUT) Factsheet

    11 January 2019

ASB Investment Funds

  • ASB KiwiSaver Balanced Fund

    15 December 2017

  • ASB KiwiSaver Balanced Fund Factsheet

    11 January 2019

  • ASB KiwiSaver Conservative Fund

    15 December 2017

  • ASB KiwiSaver Conservative Fund Factsheet

    11 January 2019

  • ASB KiwiSaver Growth Fund

    15 December 2017

  • ASB KiwiSaver Growth Fund Factsheet

    11 January 2019

  • ASB KiwiSaver Moderate Fund

    15 December 2017

  • ASB KiwiSaver Moderate Fund Factsheet

    11 January 2019

Affluence Funds Management

  • Affluence Funds Management Factsheet

    11 January 2019

  • Affluence Investment Fund

    28 March 2018

Castle Point Funds Management Limited

  • Castle Point Five Oceans Fund

    20 July 2018

  • Castle Point Five Oceans Fund Factsheet

    11 January 2019

  • Castle Point Ranger Fund

    13 December 2017

  • Castle Point Ranger Fund Factsheet

    11 January 2019

  • Castle Point Trans-Tasman Factsheet

    11 January 2019

  • Castle Point Trans-Tasman Fund

    23 November 2018

Daintree Capital

  • Daintree Core Income Trust

    13 November 2017

  • Daintree Core Income Trust Factsheet

    11 January 2019

Devon Funds Management Limited

  • Devon Alpha Fund

    11 October 2018

  • Devon Alpha Fund Factsheet

    11 January 2019

  • Devon Australian Fund

    11 October 2018

  • Devon Australian Fund Factsheet

    11 January 2019

  • Devon Diversified Income Fund

    11 October 2018

  • Devon Diversified Income Fund Factsheet

    11 January 2019

  • Devon Dividend Yield Fund

    11 October 2018

  • Devon Dividend Yield Fund Factsheet

    11 January 2019

  • Devon Global Themes Fund

    11 October 2018

  • Devon Global Themes Fund Factsheet

    11 January 2019

  • Devon Trans Tasman Fund

    11 October 2018

  • Devon Trans Tasman Fund Factsheet

    11 January 2019

Fiducian

  • Fiducian India Fund

    23 November 2018

  • Fiducian India Fund Factsheet

    11 January 2019

  • Fiducian Technology Fund

    23 November 2018

  • Fiducian Technology Fund Factsheet

    11 January 2019

Harbour Asset Management

  • Harbour Australasian Equity Focus Fund

    18 December 2018

  • Harbour Australasian Equity Focus Fund Factsheet

    11 January 2019

  • Harbour T.Rowe Price Global Equity Growth Fund

    9 January 2019

  • The Harbour T.Rowe Price Global Equity Growth Factsheet

    11 January 2019

Legg Mason

  • Legg Mason Brandywine Global Opportunistic Fixed Income Fund

    15 January 2019

Milford Asset Management Limited

  • Milford Diversified Income Fund

    8 March 2018

  • Milford Diversified Income Fund Factsheet

    28 November 2018

  • Milford Kiwisaver Active Growth Fund

    20 July 2018

  • Milford Kiwisaver Active Growth Fund Factsheet

    28 November 2018

  • Milford Kiwisaver Balanced Fund

    20 July 2018

  • Milford Kiwisaver Balanced Fund Factsheet

    28 November 2018

  • Milford Kiwisaver Conservative Fund

    1 June 2018

  • Milford Kiwisaver Conservative Fund Factsheet

    28 November 2018

  • Milford Trans-Tasman Equity Fund

    1 June 2018

  • Milford Trans-Tasman Equity Fund Factsheet

    28 November 2018

Nikko Asset Management

  • Nikko AM Concentrated Equity Fund

    11 January 2019

  • Nikko AM Concentrated Equity Fund Factsheet

    28 November 2018

  • Nikko AM Core Equity Fund

    23 November 2018

  • Nikko AM Core Equity Fund Factsheet

    28 November 2018

  • Nikko AM Corporate Bond Fund

    1 June 2018

  • Nikko AM Corporate Bond Fund Factsheet

    28 November 2018

  • Nikko AM Global Share Factsheet

    28 December 2018

  • Nikko AM Global Share Fund

    15 January 2019

  • Nikko AM NZ Bond Fund

    14 March 2018

  • Nikko AM NZ Bond Fund Factsheet

    28 November 2018

Oyster Group

  • Oyster Direct Property Fund

    4 July 2018

Pathfinder Asset Management

  • Please contact Pathfinder for more information.

    26 February 2018

Property Managers Group

  • Direct Office Fund

    30 July 2018

  • Pacific Property Fund

    20 July 2018

QuayStreet Asset Management

  • QuayStreet Altum Fund

    5 October 2018

  • QuayStreet Altum Fund Factsheet

    28 November 2018

  • QuayStreet Australian Equity Fund

    5 October 2018

  • QuayStreet Australian Equity Fund Factsheet

    28 November 2018

  • QuayStreet Balanced Fund

    5 October 2018

  • QuayStreet Balanced Fund Factsheet

    28 November 2018

  • QuayStreet Balanced SRI Fund

    5 October 2018

  • QuayStreet Balanced SRI Fund Factsheet

    5 October 2018

  • QuayStreet Conservative Fund

    5 October 2018

  • QuayStreet Conservative Fund Factsheet

    28 November 2018

  • QuayStreet Fixed Interest Fund

    5 October 2018

  • QuayStreet Fixed Interest Fund Factsheet

    28 November 2018

  • QuayStreet Growth Fund

    5 October 2018

  • QuayStreet Growth Fund Factsheet

    28 November 2018

  • QuayStreet Income Fund

    5 October 2018

  • QuayStreet Income Fund Factsheet

    28 November 2018

  • QuayStreet International Equity Fund

    5 October 2018

  • QuayStreet International Equity Fund Factsheet

    28 November 2018

  • QuayStreet NZ Equity Fund

    5 October 2018

  • QuayStreet New Zealand Equity Fund Factsheet

    28 November 2018

Salt Funds Management

  • Please contact Salt Funds Management for more information.

    26 February 2018

Westpac

  • Westpac Active Income Strategies

    11 January 2018

  • Westpac Active Income Strategies Trust Factsheet

    28 November 2018

  • Westpac Active Series Balanced Trust

    18 December 2017

  • Westpac Active Series Balanced Trust Factsheet

    28 November 2018

  • Westpac Active Series Conservative Trust

    11 January 2018

  • Westpac Active Series Conservative Trust Factsheet

    28 November 2018

  • Westpac Active Series Growth Trust

    11 January 2018

  • Westpac Active Series Growth Trust Factsheet

    28 November 2018

  • Westpac Active Series Moderate Trust

    11 January 2018

  • Westpac Active Series Moderate Trust Factsheet

    28 November 2018

  • Westpac Kiwisaver Balanced Fund

    1 December 2017

  • Westpac Kiwisaver Balanced Fund Factsheet

    28 November 2018

  • Westpac Kiwisaver Conservative Fund Factsheet

    28 November 2018

  • Westpac Kiwisaver Default Fund

    15 December 2017

  • Westpac Kiwisaver Default Fund Factsheet

    28 November 2018

  • Westpac Kiwisaver Growth Fund

    15 December 2017

  • Westpac Kiwisaver Growth Fund Factsheet

    28 November 2018

  • Westpac Kiwisaver Moderate Fund

    15 December 2017

  • Westpac Kiwisaver Moderate Fund Factsheet

    28 November 2018

  • Westpc Kiwisaver Conservative Fund

    15 December 2017

Research by Edison

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.