Fundwatch

Fundwatch

Our FundWatch section provides comprehensive data for managed investment funds registered in New Zealand. This includes unit trusts, superannuation schemes, insurance bonds, and group investment funds. Tables are updated weekly from information is supplied by Morningstar.

Explanations on how to use these tables are provided on each page.

Personal Portfolio Manager (PPM)

KEEP TRACK OF YOUR TOTAL PORTFOLIO - FREE and CONFIDENTIAL TO YOU.

Load your portfolio to the Personal Portfolio Manager (PPM) with ANY New Zealand registered funds (includes many Australian based funds), UK Unit Trusts, and OEICs and New Zealand and Australian stocks listed on the NZSE or ASX. We are regularly adding to the list of investments that have price support including popular specialist and hedge funds.

Your portfolio is automatically updated daily with stock prices and weekly with fund prices.

Investments are allocated to each of the key asset classes so you can manage and compare your portfolio against strategy. You can also keep a record of transactions on line.

You can also customise by adding special investments such as real estate, collectibles and other assets that do not have regular published prices.

You have exclusive access 24 hours per day, 7 days a week to your updated portfolio value.