MEDIA:
NEWS
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.
Capital Group New Perspective Fund
Clarity
February 2023
Capital Group New Perspective Fund
Clarity
January 2023
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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