Welcome to your December update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for December 2025. Below you will find the latest performance data and market commentary from… Read more
Welcome to your December update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for December 2025. Below you will find the latest performance data and market commentary from… Read more
For more on open finance, click here. Read more
Recently, market commentators have been shouting from the rooftops about the relatively high valuations of the ‘Magnificent 7’ big tech stocks. While some concern may be warranted, in this edition… Read more
“Price is what you pay. Value is what you get.” - Warren Buffet
The “Oracle of Omaha”, Warren Buffet recently announced his plan to step down as CEO of the investment behemoth Berkshire Hathaway.… Read more
Welcome to your November update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for November 2025. Below you will find the latest performance data and market commentary from… Read more
What happened in the markets
October marked another positive month for global markets, extending the momentum we saw through the September quarter. US equities posted their sixth consecutive monthly gain, with… Read more
Welcome to your November update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for November 2025. Below you will find the latest performance data and market commentary from… Read more
What is KiwiSaver?
KiwiSaver is a voluntary savings scheme designed to help New Zealanders save for retirement. It also offers benefits for those looking to buy their first home (or in… Read more
Welcome to your October update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for October 2025. Below you will find the latest performance data and market commentary from… Read more
What happened in the markets
The last quarter was a strong one for the DIMS investment series, especially those investors in the portfolios with a high allocation to equities. Those… Read more
In this edition of Basis Points, we discuss key differences between the current boom in Artificial Intelligence stocks and the Dot Com Bubble of the early 2000s.
Valuations
The recent run… Read more