SR Investment Management has instant access to the full accounting and taxation expertise of Staples Rodway, New Zealand’s leading association of independent Chartered Accounting firms. Staples Rodway was founded in 1945 with Staples Rodway Asset Management operating since 2000, and now has a nationwide network of seven offices.
These are tough times for investors and have been for a while now. So we’ve been busy thinking about how we can provide an investment fund that gives you access to local and world markets with superior returns and fair and reasonable fees.
With our SR PIE Funds we bring you easy access to a proven range of local and global funds in all the main asset classes. We have picked our funds on merit.
The PIE structure reduces the cost of planning for tax because it pays tax for you and eliminates the need to complete a separate tax return – provided you have no other sources of income. As at the date of this Investment Statement, our SR PIE Funds has no entry, exit or switching fees.
We have designed the SR PIE Funds to be a suitable option for a wide range of investors, including newer investors with $10,000 upwards to invest and established investors with $500,000 plus to manage. In either case, the SR PIE Funds offers good diversification, exposure to local and world markets, an efficient tax structure and lower fees when compared to a personalised managed portfolio.
Aimed at investors with a medium term investment horizon (3 to 5 years) seeking low volatility returns with the option of regular income (via the ability to make regular withdrawals).
Aimed at investors with a medium to long term investment horizon (over 5 years), primarily seeking positive long-term capital appreciation from a mix of growth and income generating assets, and to maintain a level of security through diversification across multiple asset classes and investment markets.
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For more information about SR PIE Funds, please call Wayne Powell at Staples Rodway Asset Management Limited on (09) 309 0491.