Welcome to your February update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for February 2026. Below you will find the latest performance data and market commentary from… Read more
After three years of front-loaded capital expenditure into AI infrastructure, 2026 is being framed as the year when enterprises should begin to demonstrate AI-related pilot programmes into real value creation.… Read more
Welcome to your February update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for February 2026. Below you will find the latest performance data and market commentary from… Read more
What happened in the markets
Equity markets started the year well. The US market rotated away from the mega-cap technology stocks, with the smaller cap stocks driving most of the market… Read more
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
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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