Managed funds

NZ Herald 9 August 2008

Q&As: Reader wants a list showing how KiwiSaver funds have performed, but I won’t oblige; Why farmers mingle their work and personal expenses; More reasons why taxing families as one unit might harm more than it helps.

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NZ Herald 22 September 2007

Q&As: KiwiSaver totals over the years should be adjusted for inflation — but let’s not get carried away; People receiving ACC payments or Paid Parental Leave have a choice in KiwiSaver; Early retirement plans won’t be harmed by membership in KiwiSaver.

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NZ Herald 28 July 2007

Q&As: KiwiSaver providers that are offering ethical investment funds; More on ethical KiwiSaver funds; Will the KiwiSaver kick-start be around for a while?; Could the government take KiwiSaver money to repay student loans?; Oops! Too much haste; Sack adviser who recently recommended Bridgecorp.

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NZ Herald 13 January 2007

Q&As: Options for a newly retired couple with $200,000 and no home include part-time work, buying a home with a flat attached, an interest-only mortgage and equity release; Two Q&As on which investments are affected by the new tax law on international shares, and how it will work for investors.

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The Investor 7 November 2006

An exceptionally unlucky reader. International index funds, a favourite long-term investment of mine, don’t look good to one reader. “I bought about $2000 worth of WiNZ in 2000,” he writes. “They are now 27 per cent lower (have been for quite a while). Fortunately for me it was not a huge amount. “Twenty years is a long time to wait for the fund to claw its way back up. Hopefully all the investors in index funds can wait that long!”

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