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What do an Aussie funeral parlour and a Kiwi airport have in common? That may sound like the set-up to some crass joke but it’s actually a serious question. The punch line, or rather, the answer is: a wide moat. The companies in question are InvoCare and Auckland International Airport
The NZ Bond Fund provides an attractive investment grade alternative to owning direct bonds or term deposits. The Smartshares NZ Bond ETF invests in New Zealand fixed interest assets, with the objective of outperforming the S&P/NZX A-Grade Corporate Bond Index over rolling 3-year periods. The investment manager for the fund
Having an incorrect PIR can lead you to either overpaying, or underpaying tax. 120,000 Kiwi’s received a letter from the IRD recently flagging that the wrong tax rate had been applied to their KiwiSaver account. This means many underpaid tax, and received bills accordingly. Unfortunately, it also meant that some
We would like to introduce a new member to our adviser team. Jeremy Simpson has joined us after 8 years working as a Pensions Specialist for a large New Zealand financial planning firm. Jeremy has extensive expertise in the UK pension transfer market, having spent 4 years working in London
MARKET CAP : $659M (@ $1.09 SP) NET TANGIBLE ASSETS (1H 18) :$0.81 PER SHARE ADJUSTED NTA PER SHARE: $1.01 PER SHARE (includes CBRE Ellis Value of existing sites and Work in Progress) EST. DIVIDEND YIELD : 4.5% The main reasons we like the stock are as follows: Relatively good yield (4.5%) for a
For this weekend’s feature business article in the New Zealand Herald, Jeremy Sullivan chats with Holly Ryan on the rise and fall of former market darling Orion Health. It had “huge growth potential”, “elegant products”, a share price that topped $6 and a market value of more than $1 billion.
Seemingly not a day goes by where various media commentators espouse their opinion on the current level of the New Zealand share market, almost uniformly describing the market as overvalued. On the face of it, this seems perfectly reasonable, given the market is hitting all-time highs on a daily basis.
Launched in 1909, Scottish Mortgage is considered to be Baillie Gifford’s flagship investment trust. It is, and always has been, a truly global proposition, investing in companies across both Western economies and emerging markets. The trust currently has £5 billion* in net assets under management. In a nutshell Scottish Mortgage
After 11 years Brian Kreft has retired as Chairman of Hamilton Hindin Greene Limited (HHG). HHG is a boutique investment advisory firm in Christchurch, New Zealand. Brian remains a Director of that Company.
Bonus Bonds hold a truly unique place in New Zealand’s investing landscape, like many new Zealanders, I myself have held them (courtesy of a gift of my parents) when I was a child. A Little History…. Bonus Bonds is actually a unit trust founded in 1970 with a reward scheme
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