Buying into a managed fund in NZ

deListed and InvestoGain acknowledge the support of ASX and ASA:

Buying a managed fund

Before you buy a fund, we urge you to read the earlier sections in this series: Managed Funds, Where to start, Be warned, Getting advice, Fees and Costs and Selecting a fund.

Having brought you this far and hopefully to the point of selecting a fund or funds, we are sorry that we have no suggestions to make as to where you should buy the fund(s).

We have reviewed a number of the NZ options and remain entirely unconvinced of their merits. We suggest that if your research thus far has pointed to one or two of the larger fund managers with reasonable track records, then investigate them further. If you have been working with an adviser, seek their input.

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Thank you for the wonderful service you provide through your website. I've had the pleasure of selling a parcel of shares: easy, efficient, and very cost-effective. And I especially like the super-easy way your site allows me to chase up companies' various name changes, and so remain up-to-date.
I Brandli, Coffs Harbour NSW

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Thank you so much for assisting with this. I contacted the registry today and they did confirm there are …… shares [value: $42,000] in my sister’s name. I have put ......... in contact with them so she can update her address and will thereafter be able to claim the dividends [value: $3764] and sell her shares if she chooses. We really appreciate your help, this money will be of huge assistance to ..... What a fantastic service you provide.

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Buying a managed fund