Diversified Wealth Management Funds

OVERVIEW

These funds extend Diversified’s proud history (since 1994) of assisting investors to achieve superior returns.

In 2007, the advent of New Zealand’s “Portfolio Investment Entities” (PIE’s), and also the introduction of the “Fair Dividend Rate” (FDR) tax on international investments, enabled Diversified to extend its proven process and strategies to a wider range of clients. The launch of the Diversified Wealth Management Unit Trusts was a direct response to the opportunities offered by these tax and legislative changes. Through Diversified’s funds, investors are now able to capture the benefits of Diversified’s proprietary strategies while  retaining many of those tax, cost and investment efficiencies.

OUR PROCESS

Diversified’s proprietary asset allocations are forward-looking; a basis on which to position investment strategies ahead of likely events. Tactical positions are formulated on a one-year to 18-month outlook for global, regional and national economic fundamentals, tempered by our proprietary view of market valuations and sentiment.

Independence is paramount to the selection of actual holdings. These are drawn from the broadest universe on which consistently available quality research can be obtained, irrespective of whether they are listed or unlisted, and domestic or foreign domiciled. There is no quota to any provider. Investments may be by direct holdings or via a managed fund where expertise can be identified. Diversified has been successfully formulating successful investment strategies since 1994.