We’ve created a range of globally diversified portfolios suitable for New Zealand investors. Select a well rounded, globally diversified portfolio, or for some higher stakes excitement invest in a theme you are passionate about.
Global healthcare is a trillion-dollar industry, and is well supported as a long-term investment theme with ageing populations. Invest in the global companies at the forefront of healthcare and helping us to live better and healthier lives.
Got a different passion you’d like to invest in? We’ll be creating new thematic portfolios shortly, so tell us what you’d like to invest into!
A well rounded and diversified investment is the best option to get you going on the right track. Our portfolios are based on risk and return expectations, with options for the risk averse investor wanting to protect their money, right through to the risk taking investor who is comfortable with a high level or risk in order to achieve higher potential returns.
I want to protect my money and generally avoid risk. More Info
I prefer minimal risk, but do want to see a little growth.
I'm comfortable with an equal balance between growth and protection. More Info
I'll take some risks as I want to see my money grow. More Info
I'll take a high level of risk to achieve high potential growth. More Info
We’ve created a range of well rounded, globally diversified portfolios suitable for New Zealand investors. Whether you're looking to get started with your first investment or an experienced investor, it's easy to invest, track, and monitor your investments via our online platform. If you're not sure what's right for you and want some extra help and advice, we've got qualified and experienced Authorised Financial Advisers on hand for you to talk to, just give us a call or email.
We want to help you get the most from your money, so our portfolios are optimized across a range of factors to assist you in getting the best potential returns. Our portfolios are:
Designed to grow with you
Other Helpful Information
How much can I invest?
You can get started from as little as $50 - whether you've got $50 now to invest, or $50 as a regular monthly contribution to your investment account. Simply click to get started and we'll have you investing in no time!
What do the portfolios invest into?
Our portfolios invest into a range of New Zealand and global exchange traded funds and managed funds. Where possible we use low cost exchange traded funds, however we also aim to optimize our portfolios across other aspects (such as tax and minimum purchase sizes), and so our portfolios may also contain managed funds where these are more suitable.
Where are my investment held?
All customer payments and money are made directly to a third party independent custodian, FNZ Custodians Ltd. Ilumony does not handle any customer money. All investments are held by this custodian, providing an extra level of security and peace of mind for customers.