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
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
Welcome to your October update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for October 2025. Below you will find the latest performance data and market commentary from… Read more
Welcome to your September update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for September 2025. Below you will find the latest performance data and market commentary from… Read more
Welcome to your September update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for September 2025. Below you will find the latest performance data and market commentary from… Read more
Equity markets continue to climb, reaching new highs. For example, the US market represented by the S&P 500 Index posted five new closing highs during August. Catalysts for this are… Read more
Welcome to your July update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for July 2025. Below you will find the latest performance data and market commentary from… Read more
Welcome to your July update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for July 2025. Below you will find the latest performance data and market commentary from… Read more
Equity markets in June continued their positive returns from May, making for a very good second quarter of 2025. The suspension of the earlier announced US trade tariffs and the… Read more
Welcome to your June update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for June 2025. Below you will find the latest performance data and market commentary from… Read more
Welcome to your June update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for June 2025. Below you will find the latest performance data and market commentary from… Read more
Equity markets bounced back in May to such an extent that all the losses in 2025 have now been recovered in all countries except at home in New Zealand. The… Read more