After assisting you in develping your investment strategy and policy, your optimal investment asset allocation is revealed.
IWIinvestor then implements that investment allocation on your behalf investing direct into the required asset classes according to your strategy, policy and parameters.
To see more information on the performance of each asset class click here.
How do we decide whats in our portfolios?
IWIinvestor has a vastly experienced investment committee, responsible for making all investment decisions on a consensus basis.
For fixed interest investments, our minimum acceptable credit rating is A rated or better. The Investment committee will consider lower rated SOE's or Local Authorities if the conditions are warranted. We ensure a diversity of issuer exposure, sector exposure, and maturity.
The parameters surrounding our fixed interest portfolio enable us to achieve the optimal balance of quality and yield.
For equity investments, our investment committee divide our portfolios into sectors and then invest in individual company's within each sector. We consider the fundamentals of each company, including:
All investment research is conducted in house.
An IWIinvestor Portfolio can consist of the following asset classes:
Our efforts are to maximise transparency, so that you know exactly where every dollar is invested.
Client funds are directly invested in our portfolios. IWIinvestor clients directly hold fixed interest investments and shares in companies, eg Fletcher Building.
We have a socially responsible investing bias, no alcohol, gambling or tobacco companies are included in our portfolios.