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Fund Manager News

Our Fund Managers regularly supply us with market information, industry trends and relevant literature on their funds.

Heathcote Investment Partners and their exclusive managers are well regarded in the industry as providing timely and relevant contributions and thus are frequently sort presenters at industry conferences & forums. In addition we also coordinate regular webinars and weekly newsletters providing regular and current updates on our funds and managers and the financial industry.

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Capital Group New Perspective Fund

Clarity

July 2023

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Capital Group New Perspective Fund

Clarity

June 2023

Capital Group New Perspective Fund

Clarity

February 2023

Capital Group New Perspective Fund

Clarity

January 2023

Capital Group New Perspective Fund

Clarity

December 2022

Capital Group New Perspective Fund

Clarity

November 2022

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Capital Group New Perspective Fund

Clarity

Oct 2022

Capital Group New Perspective Fund

Clarity

July 2022

Capital Group New Perspective Fund

Clarity

June 2022

Capital Group New Perspective Fund

Clarity

March 2022

Capital Group New Perspective Fund

Clarity

February 2022

Premium Asia Funds Management

Changing World Orders and Investment Opportunities

The changing world and dominance of Asia
offers opportunities, writes Jonathan Wu,
with investors encouraged to think beyond
Western markets.

Capital Group New Perspective Fund

Clarity

January 2022

Capital Group New Perspective Fund

Clarity

December 2021

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Capital Group New Perspective Fund

Clarity

November 2021

Fairlight Global Small & Mid Cap (SMID) Fund

30 NOVEMBER 2021

 

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Zanoma Presentation

August 2021

The World of Socially Responsible Investing

Value Partners Equity Market Update

28 July 2021

 

Capital Group New Perspective Fund

Clarity

August 2021

Capital Group New Perspective Fund

CLARITY

31 July 2021 – The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

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Morningstar Presentation

August 2021

Welcome to the Mountains

MyFiduciary Macro Presentation

AUGUST 2021

The macro environment and portfolio positioning

MyFiduciary Summary Presentation

August 2021

Summing it all up, model portfolio

Castle Point Presentation

August 2021

Help, I have $1m to invest

Financial Services Council Presentation

AUGUST 2021

Current consumer insights, Regulatory Outlook, Role of FSC

Milestone Presentation

August 2021

Getting over the mountain ahead of us and enjoying the downhill

Capital Group New Perspective Fund

CLARITY

30 June 2021- The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

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Taking Shelter from Inflation

MAPLE-BROWN ABBOTT

July 2021- deconstructing the implications of inflation for listed infrastructure

Capital Group New Perspective Fund

CLARITY

May 2021- The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

18 May 2021 – Class C Factsheet 30 April 2021

Capital Group New Perspective Fund

CLARITY

April 2021- The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

Capital Group New Perspective Fund

CLARITY

March 2021- The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

Capital Group New Perspective Fund

CLARITY

February 2021- The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

Global Equity Fund Report

APOSTLE DUNDaS GLOBAL EQUITY FUND

28 February 2021- Class C Fact Sheet

Capital Group New Perspective Fund

CLARITY

31 January 2021- The fund’s investment objective is to achieve long-term growth of capital by investing in shares of companies located around the world.

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Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

31 January 2021- Class C Fact sheet

Dundas Application Form

Apostle Dundas Global Equity Fund

02 February 2021 – Class D unital Inital Offer Application Form

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Product Disclosure Statement

APOSTLE DUNDAS GLOBAL INVESTORS

02 February 2021- Class D Units (Managed Fund)

Inital Offer – Class D units

APOSTLE DUNDAS GLOBAL EQUITY FUND

02 February 2021 – Class D units Inital Offer

Trading Form for large orders 

Dundas Global Investors

02 February 2021 – Trading form for orders over A$400,000

Dundas ETF Product Flyer

APOSTLE DUNDAS GLOBAL INVESTORS

02 February 2021 – The investment philosophy at Dundas Global Investors (Dundas) centres on the belief that investing in stocks with high real book value growth

Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

31 December 2020- Class C Fact sheet

Simple Solutions to Complex Problems

Dundas Global Investors

02 December  2020 – That task? To identify among a group of high-performance stocks the most reliable and resilient companies
capable of delivering sustained dividend growth.

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Global Small & Mid Cap Fund Overview

Fairlight

November 2020

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Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

30 November 2020- Class C Fact sheet

Nanuk Top Ten Holdings

Nanuk Asset Management

24 November 2020 – This presentation is prepared by Nanuk

Nanuk Global Equity Fund Comparison

NANUK ASSET MANAGEMENT

24 November 2020 – Performance & correlation analysis to 31st October 2020

Nanuk New World Fund

NANUK ASSET MANAGEMENT

24 November 2020 – Investing in the Industries of a Sustainable Future

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Monthly Fund Commentary

CLARITY FUNDS MANAGEMENT

22 November 2020 – The Clarity Fixed Income Fund provided a more modest return of 0.2% for the month of October

Finding where the strenth in EM really lies

PREMIUM CHINA

22 November 2020 – It is fair to say that most Emerging markets have “emerged”, but

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A World of Property for Income

APN Global REIT Income Fund

12 November 2020 – As well as income, an investment into the Fund will offer international exposure,

Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

27 October 2020 – Class C Factsheet 30 September

Finding where the strength in EM really lies

PREMIUM CHINA

It is fair to say that most Emerging markets have “emerged”, but ..

Monthly Fund Commentry 

CLARITY FUNDS MANAGEMENT

October 2020

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New Perspective Fund Monthly Update 

CLARITY – CAPITAL GROUP

Clarity – Capital Group New Perspective Fund Monthly update – Sept 2020

Ask “Why”before taking a punt on the sharemarket

Castle Point

22 September 2020 – Konnikova was making good progress under Eric’s tutelage but …

Te Puna Hapori

Brightlight

23rd September 2020 – Spring of wellbeing for communities across New Zealand

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Taking the Oath of Optimism

Apostle Dundas Global Investors

25 September 2020 – To invest your money in buying company shares is to make a hugely optimistic assumption about the future

Global Equity Fund Report

APOSTLE DUNDAS GLOBAL EQUITY FUND

25rd September 2020 – Class C Factsheet 31 August 2020 

Why Dividend growth?

Dundas Global Investors

25 September 2020 – Dividends have long been cherished by canny investors

Stewardship your favourite band

Apostle Dundas Global Investors

25 September 2020 – Dundas Global Investors is delighted to announce that … 

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New Perspective Fund

Clarity-Capital Group

21st September 2020 – New Perspective Fund Monthly Update Aug 2020

Listed vs Unlisted Infrastructure

Maple Brown Abbott

21st September 2020 – Global Listed Infrastructure research paper – listed vs unlisted infrastructure

New Perspective Fund

Clarity-Capital Group

10th September 2020 – New Perspective Fund Monthly Update July 2020

The New Defensives

Capital Group

21st August 2020 – Defensive investing in an age of disruption.

Global Equity Fund Report

Apostle Dundas Global Investors

20th August 2020 – ADGEF Class C Factsheet July 2020

Red Pill or Blue Pill

Daintree Capital

19th August 2020 – The Red Pill or Blue Pill: Navigating the Matrix of Fixed Income

New Perspective Fund Monthly Update

Clarity – Capital Group

Clarity-Capital Group New Perspective Fund Monthly update – August 2020

Premium Asia Income Fund

Premium China Funds Management

Premium Aisa Fixed Income – Manager Analysis, Morningstar.  August 2020

Global Small & Mid Cap Fund

Fairlight Asset Management

Global Small & Mid Cap Fund – High Conviction Ideas in the Fairlight Fund.  July 2020

Let’s chat

Talk to us today about how Heathcote Investment can help keep you up to date with the latest product information and invitations to a variety of proprietary events every year.