We are a boutique, direct-to-investor fund manager, that focuses on performance and client service.

Mike Taylor
Founder, CEO & CIO

Fund Summary

Our Funds
Unit Price
Growth UK & Europe $1.03 Soft Closed
Cash Plus $1.06 Open
Dividend $2.22 Soft Closed
Emerging $2.95 Soft Closed
Global $1.28 Open
Growth $4.79 Soft Closed
Growth 2 $1.29 Open

Past performance is no guarantee of future returns. Performance as at 30 December 2016 is calculated after fees and before tax.


Market Watch: Trends for 2017

Mike Taylor and Liam Dann from NZ Herald talk about some of the big global trends for investors in 2017 including political instability, higher interest rates and inflation.


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