We are very excited to inform you that we have been named Morningstar’s Overall New Zealand Fund Manager of the Year 2023, and Fund Manager of the Year: KiwiSaver.

It is the third year in a row we have secured the Overall title, and the second year running we have received the KiwiSaver Award.

The annual Awards recognise and celebrate the best of the New Zealand fund management profession who are selected by Morningstar’s Manager Research analysts.

Despite a tumultuous few years, our goal has always been to deliver our clients the best investment outcomes, client experience, and access to advice. So being recognised by an independent research and rating provider, such as Morningstar, is testimony to the value our team places on providing market-leading fund performance and excellent service to you.

We were delighted to accept the award on behalf of all our clients and we thank you for entrusting us to manage your hard-earned money. We’re also excited because we are invested alongside you, and are proud to be a Kiwi company. Of course, we won’t be stopping here and will continue to work hard to bring you great returns and service.