Managed Funds

We want to make your money work for you. A managed fund aims to spread your money over a range of different investments so you can enjoy a range of varied returns.

Managed Funds

Typically, if you dilute the risk of an investment you are also diluting the profits. Managed funds look to circumnavigate this by splitting your money into a range of different funds which will work together to give you the best returns possible.

Diversity is key. Managed funds aim to invest your money in a variety of different areas. This then gives you the benefit of small, steady returns as well as the chance for substantial gains on the riskier investments. The benefit of spreading your money over a variety of funds is that if one venture does lose money, it will not derail all of your investments.

Investing and managing a whole portfolio can easily become a full time job. It may feel safer to manage your own money but it’s often not the best solution. Let our experience work for you. We can fully assess your financial situation and create an investment solution that fits perfectly within your lifestyle. Our advisers are practiced investment managers, skilfully negotiating hundreds of different portfolios and adjusting funds where necessary, so our clients receive the best returns possible.

We want to make your money work for you. Talk to us about your long-term financial goals and we can create a portfolio that will best suit your needs. It doesn’t matter if you are first time investor or if you already have years of experience - we have the tools to help you.

Ethical Investing

It is important to know where your money is being placed. At Lifetime, we can direct you towards funds that do not invest in cluster mines, tobacco, nuclear weapons and other immoral schemes. Funding the horrors of the world is not something you need on your conscience. Let us make sure you can feel good about the money you make from your valuable investments.

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30th Aug by Joe Byrne

It is the Custodian’s job to safeguard your assets and hold them in bare trust for your benefit. This means that if there are any financial problems with the Fund Manager, your investments are ring-fenced in a separate legal entity.

31st Jul by Joe Byrne

One of the fundamentals of investing is the time value of money. If you make an investment with your capital, you need to be compensated for the use of your money. Generally speaking, the longer the investment term the higher the return.

5th Dec by Julian Lingard

When you analyse the habits of those considered financially successful, you start to see trends in their everyday behaviour, Julian Lingard says.

1. They keep learning

Once they’ve identified areas in which they want to gain wealth, they start educating themselves in those fields.

Invest in your self-knowledge by reading the relevant books, following the right bloggers and spokespeople, and keeping up to date with policy changes in the news. A lot of websites in New Zealand even send daily or weekly updates to your mailbox. There are tons of resources out there (although it’s important to first check their credibility) that will help educate your financial decisions.