Diversified Wealth Management Funds
Diversified's successful Balanced fund has now been complimented by a Dynamic Fund. Click here for the Investment Statement.
Click to download the latest FactSheet
| Date |
Balanced Unit Price |
|
Dynamic Unit Price |
| 30 June 2010 |
1.0702 |
|
0.9660 |
| 31 May 2010 |
1.0787 |
|
0.9824 |
| 31 Apr 2010 |
1.1026 |
|
1.0112 |
| 31 Mar 2010 |
1.1070 |
|
1.0205 |
| 28 Feb 2010 |
1.0740 |
|
0.9782 |
Value of $10,000 Invested
Update
Once again the month has proved to be difficult with nervousness in the markets causing continued volatility. Diversified’s Funds continue to weather financial storms well by minimising this loss compared to many. Our belief is contrary to the doomsayers in that we do not believe there will be a double dip recession. Global economic indicators are showing growth, albeit moderated. Apart from the reduction in market movement, funds under management continue to grow.
OVERVIEW
These funds extend Diversified Investment Strategies' proud history of assisting investors to achieve superior returns via Individually Managed Investment Portfolios. However, Diversified’s established investment method for achieving cost, tax, diversification and sophisticated efficiencies, had some built-in limitations which tended to exclude some potential investors, and smaller portfolios, from attaining the full effectiveness of Diversified’s proprietary strategy advice.
In 2007, the advent of New Zealand’s unique “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 new rules also mean it is simpler, or more benefi cial, for some current owners of Individually Managed Investments to invest via the Diversified Wealth Management Balanced Fund. The launch of the Diversified Wealth Management Balanced Unit Trust is a direct response to the opportunities offered by these tax and legislative changes. Through a single fund, investors are now able to capture the benefits of Diversified’s proprietary strategies while retaining many of those tax, cost and investment efficiencies. NOW the Dynamic fund is available to compliment different risk appetites.
The following information introduces Diversified’s methodology to new investors, highlights recent changes to the NZ investment regime, and clarifies the choice for existing individual portfolio investors in shifting to the Diversified Wealth Management Balanced Fund.
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. The Diversified Wealth Management Funds have full access to Diversified’s renowned research.
All recommended strategies, including the Funds, adhere to the tenets of Modern Portfolio Theory – that is, the Manager recognizes that systematic diversification of asset classes is the best method to protect investor’s assets from the unknown and the unknowable.
Independence is paramount to the selection of actual holdings. Contenders are drawn from the broadest universe on which consistently available and 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. Resulting selections are a focused array, and closely monitored.
None of this departs from what Diversified has been successfully doing for years. Now Diversified is meeting the needs of a wider audience – an opportunity created by the change in legislation – and is offering these strategies within a PIE.
Law Retirement Plan
Law Retirement KiwiSaver Scheme
Advice for Professionals
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