The big difference between Staples Rodway Asset Management and
other financial advisers is our instant access to the full
accounting and taxation expertise of Staples Rodway. Staples Rodway
is New Zealand's leading association of independent
Chartered Accounting firms, and we pride ourselves on being
able to maintain a personal service to our clients.
In addition:
We differ from many "Financial Planners" who invest their
client's funds into a unit trust and receive income in the form of
entry fees from the fund managers.
Our business structure allows us to offer the following
advantages:
- A low cost "wrap account" facility which means administration
costs are absolutely minimal.
- We aim to buy when assets are undervalued and avoid when
overvalued.
- The combination of tax and cost efficiency combined with a
value approach to investing has meant our portfolios have regularly
outperformed benchmarks.
All investments involve risk. But when one type of investment
does poorly, another type often does well. Diversification means
having money spread across all main sectors. Though it doesn't
guarantee you won't lose money, diversification can give you a
better chance to participate in whatever type may be doing well at
the moment. And you don't have to worry about "the right time to
invest".
When we meet with you we take the time to establish your
investor profile which determines your level of risk. Your
investment attitude will determine which investments suit you.
Many clients regard the accumulation of assets as their main
focus. Once they retire, the likelihood of our clients growing
their assets is significantly reduced as many will need to draw an
income from their investments. Therefore, risk minimisation and
real capital return are two areas of paramount importance when
investing our client's capital as they will not have a second
chance to accumulate wealth.
- We spend time understanding your needs - your time frame,
objectives, concerns and hopes. This allows us to recommend a
portfolio that is best suited to you.
- Good research is essential to making informed investment
decisions. We have immediate access to accurate, robust
research.
- Our preference is to buy and hold for the long term, but we
will take advantage of opportunities, as we see them.
Our philosophy embraces the best aspects of investment advising
in that it amalgamates the benefits of tax effectiveness and low
fees, with the focus being on reaching our clients' specific
objectives and risk minimisation through diversification.
DO:
- Have a goal
- Understand what sort of investor you are
- Have a strategy
- Be patient
- Diversify
DON'T:
- Chase last year's returns
- Expect unrealistic returns
- Try and time the market
- Put all your eggs in one basket
- Invest all your funds in New Zealand...risk minimisation and
real capital return are two areas of paramount importance...
- You must have a clear goal eg. Retire by 50.
- You should be able to cost that goal.
- You need to understand what sort of investor you are.
- You need to develop a strategy to achieve that goal - then
stick to it.
"Creating wealth is about
understanding what sort of investor you are, having a clearly
defined goal and a strategy for achieving that goal."
We offer innovative cost structure options for our asset
management services that you will find very competitive.
- Administration - a minimal fixed fee.
- Investment management, either:
- A fixed fee; or
- An hourly fee; or
- A fee linked to performance (on portfolios of more than
$500,000)
Note: For full details
please refer to the Primary Disclosure Statement.
*** Important Announcement***
The directors of Gottex SR Funds Limited (formerly called
Staples Rodway Funds Limited) (the Manager) are
delighted to announce a new joint venture with Gottex Fund
Management Holdings Limited (Gottex, and together with its related
entities, the Gottex Group).
In connection with the joint venture, the Manager changed its
name from Staples Rodway Funds Limited to Gottex SR Funds Limited
and the SRF International Capital Growth Fund has been rebranded as
the Gottex SR Multi-Asset Global Fund (the
Fund).
Headquartered in Lausanne, Switzerland with offices in London,
New York, Boston, Zurich, Hong Kong, Luxembourg and Guernsey,
Gottex is a specialist fund management company advising a broad
range of institutions and high net worth families around the world.
Gottex Fund Management Holdings Limited is the holding company of
the Gottex Group and is listed on the Swiss stock exchange. The
Gottex Group manages approximately USD7.0 billion in assets.
Under the terms of the new joint venture, Gottex, either
directly or through a wholly owned or controlled subsidiary, will
become a shareholder in the Manager pursuant to a heads of
agreement dated 1 March 2013 between Staples Rodway Funds Limited,
Staples Rodway Asset Management Limited, Guy Holroyd's trust and
Gottex. It is intended that Gottex will appoint two new directors
to the board of Gottex SR Funds Limited upon becoming a shareholder
in the Manager.
More importantly from an investor's perspective, Gottex Fund
Management Sarl, a Gottex company, has been appointed as
sub-investment manager (the Investment Manager) of
the Fund under the terms of a sub-investment management agreement
dated 28 March 2013. Under this agreement the Manager has
contracted the investment management of the Fund to the Investment
Manager, subject to the oversight of the Manager and the
Trustee.
Please see the amended prospectus and our new investment
statement for more details (see links below)
Staples Rodway Funds Limited registered a prospectus on the 18th
of May, 2011 for the SRF International Growth Fund.
A copy of the prospectus is also available online at the
Companies Office website www.business.govt.nz/companies by searching the
Companies Register against the name of Staples Rodway Funds Limited
or against the reference number 3353493.
Please find on link below the certificate of registration in
respect to the Staples Rodway Funds Limited prospectus.
Download the
Investment Statement here »
Memorandum of
Amendment and Prospectus »
Certificate of Amendment of
Registered Prospectus »
SR Investment Management Limited registered a prospectus on 1
March 2013 for the SR Fund of PIE Funds. For a copy of the
prospectus please contact our offices:
Level 9, Tower Centre
45 Queen Street,
PO Box 3899
Auckland 1140
Or phone us on (09) 309 0463
A copy of the prospectus is also available online at the
Companies Office website www.business.govt.nz/companiesby searching the
Companies Register against the name of SR Investment Management
Limited or against the reference number 4034158.
Please find on link below the certificate of registration in
respect to the SR Investment
Management Limited prospectus.
SR Investment Management Limited
Prospectus »
Download the Investment Statement here
»