Our Tauranga Office has Moved

From Monday 20 October, our team will be based at Northern Quarter, Level 1, 45 The Strand.

Portal Support Guide

Understanding your portfolio

The portfolio section is where you can view the current balance of your investment, and other key information about the fund.
Not what you’re looking for?
Return to Portal Guides

1. Log in to the Investor Portal

2. Click the “Portfolio” button in the top toolbar

3. Investment overview

You can see an overview of your investing entities portfolio, including key details like your investment value & recent distributions.

 

4. Click the view button next to the fund to see more details about your investment

5. Holding overview

Here you can see all the key information about the holding in a glance, including holding value, income distributed (since migration to our new investment system) and the last 4 quarterly returns.

There is also a summary of recent transactions, and you can request a redemption (withdrawal) from the holding. Learn more about redemptions here.

Got a question?

Contact the team on 0800 321 113 or fill out the form below.

One of the Investment team will get in touch as soon as possible.

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              Youth Sponsorship Application

                Which type of fund is right for me?

                Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

                Are you investing as an individual or trust?
                An individual A trust
                Other investor types should seek professional tax advice.
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                Individual

                Is your tax return completed by a tax adviser or accountant?

                Yes No

                Can you reasonably estimate your own annual income?

                Yes No

                What is your total income from all sources (including PIE income)?

                < 48k 48-70k 70-119k > 119k

                YOUR RESULTS

                Contact Us

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                Trust

                Do you distribute all annual income to beneficiaries?

                Yes Some income is distributed No distribution

                Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

                Yes No
                YOUR RESULTS

                Contact Us

                Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

                There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.