What happened in the markets
Equity markets were positive again in December. However, the source of returns was different, Europe (driven by financials), and Emerging Markets. North Asia returns were particularly… Read more
Welcome to your January update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for January 2026. Below you will find the latest performance data and market commentary from… Read more
Welcome to your January update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for January 2026. Below you will find the latest performance data and market commentary from… Read more
The Year 2025
Disciplined investors were rewarded in 2025. Trump's tariffs announcement sent markets down close to 20% by the start of April. Investors who stayed committed then benefitted, as tariffs… Read more
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