Portfolio results              


FANZ Private Wealth (formerly SBS Financial Advisers) has been managing investors’ portfolios since 2002. Over that time we have produced a track record that has focused on delivering consistent, “no surprises” investment returns for investors.
 
Our philosophy is tailored around preserving investor’s capital wherever possible. Even through the Global Financial Crisis where financial markets such as the Dow Jones fell over 50% from “peak to trough”, we have been successful in preserving capital and ensuring that investors were positioned to benefit from the market recovery when it eventually occurred.
 
Our focus on quality has also resulted in no investments made as part of our portfolios being put into receivership or under suspension due to liquidity issues since our inception. This makes us, we believe, one of the few investment firms in New Zealand that has this fine track record.
 
We are proud of our long term track record. Set out below is a table of actual long term portfolio performance numbers (pre tax and fees) received by a sample of our clients (actual performance may vary due to mix of portfolio and when invested).


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Annual Performance (pre-tax and fees)

Portfolio Results 2004-2016
 **Official Cash RateConservative
Portfolio
Balanced PortfolioGrowth Portfolio
2004 6.50 8.53 6.91 7.16
2005 7.25 9.42 8.55 7.69
2006 7.25 10.87 11.67 14.16
2007 8.25 4.01 2.76 1.74
2008 5.00 -1.07 -6.88 -13.99
2009 2.50 6.19 10.04 12.15
2010 3.00 3.82 5.34 3.60
2011 2.50 2.84 2.21 -2.83
2012 2.50 9.29 9.43 9.91
2013 2.50 6.89 7.44 9.94
2014 3.50 8.36 8.03 8.84
2015 2.50 7.39 7.14 8.17
2016 1.75 5.34 4.82 5.26


*past performance is no guarantee of future performance

 

**The Official Cash Rate as at the end of each calendar year is sourced from the Reserve Bank of New Zealand