'Why invest with us? It's simple really'
Investment
NZF SuperKiwi* has identified Huljich as simple to understand and highly experienced professionals
investing on your behalf.
Our objective is to protect and build your wealth so you can enjoy a better
standard of living. We follow an ‘absolute return’ investment strategy – this means we aim to deliver positive
returns regardless of the direction of the financial markets. The Huljich KiwiSaver Funds have different
growth and income allocations within this strategy, according to their risk profile. We also invest in the
funds alongside you, so you can rest assured we are working in your best interests.
Stability and heritage
We’re 100% Kiwi-owned and operated and we manage money on behalf of over 70,000 New Zealanders.**
Huljich manages the largest KiwiSaver Scheme (in terms of members) with a 100% New Zealand owned manager and
is one of the fastest growing wealth managers in the country.
Trust
Your money is held in trust.
Your money is held in trust by Trustees Executors Superannuation Limited
(a subsidiary of Trustees Executors Limited, New Zealand’s oldest trustee company).*** Trustees Executors
Limited supervises over $29 billion in investors’ assets. We report regularly to both the Trustee and the
Government Actuary.
Research
We do the hard work to help make the right investment decisions for you.
To make the right investments we like to know more about the companies we invest in and the people that
manage them. When analysing companies, we make sure we understand the business model – whether it is socially
responsibly and how competitive and sustainable it is.
Socially responsible investment
It does make a difference.
As a socially responsible investor, we favour companies which are
environmentally responsible, support workplace diversity and increase product safety and quality. We do not
invest in companies directly involved in gambling, alcohol, tobacco, arms and anything which directly
infringes on human rights. We are proud to be a signatory of the United Nations Principles for Responsible
Investment (UNPRI).
Service
We have a dedicated team of KiwiSaver experts you can rely on.
You can expect exceptional service
every step of the way. Whenever you have a question imply pick up the phone and call us on 0800 38 48 58 or
email us at superkiwi@nzf.co.nz. We promise to make KiwiSaver easy from the day you join to long after you
retire.
Communication
Open and honest communication so you are better informed.
We will keep you up-to-date on how your
savings are growing with daily performance updates on our website at
www.nzf.co.nz/superkiwi. You will also receive easily to
understand quarterly newsletters, email updates, transaction statements and annual reports.
Performance
Our KiwiSaver track record speaks for itself.
The NZF SuperKiwi Funds*** have been ranked 1st for
annual performance in the year to 31 March 2009 by Morningstar. Even without compensation provided (as more
fully explained in the Prospectus), the Manager has calculated the NZF SuperKiwi Funds would still have
retained their overall first ranking for that year in the Morningstar unit price tables (based on average
rankings across their three categories). Past performance is not an indication of future performance.
*NZF SuperKiwi is the brand used to distribute the Huljich KiwiSaver Scheme through NZF.
** As at February 2010.
*** Neither Trustees Executors Superannuation Limited nor Trustees Executors Limited guarantees the performance of the Scheme’s assets.