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SWIF investor update apr 2025
Investment Funds Investor Update - April 2025

10 April 2025

Welcome to your April update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for April 2025. Below you will find the latest performance data and market commentary from… Read more

Market Update April 2025
Market Update April 2025

10 April 2025

Financial markets spent most of March focused on and reacting to short-term events in Washington. US President Donald Trump’s further announcements of sweeping tariffs added to market volatility in March… Read more

SWKS investor update apr 2025
KiwiSaver Scheme Investment Update - April 2025

10 April 2025

Welcome to your April update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for April 2025. Below you will find the latest performance data and market commentary from… Read more

Investment Themes 2025   Semiconductors and networking
Investment Themes 2025: Semiconductors & Networking

10 April 2025

Investment Themes 2025: Semiconductors & Networking

Technology investments are being dominated by the buildout of computationally hungry artificial intelligence (AI) infrastructure. Some companies in the sector have become household names, however,… Read more

apr 2025 market movements
Market Movements April 2025

8 April 2025

Last week we saw global share markets drop in reaction to new tariffs being announced by the U.S. administration.   

This market uncertainty and news cycle can be unsettling — and… Read more

risk adjusted returns
Risk-adjusted returns

18 March 2025

Show me the money!

Returns are great! When you contribute to your KiwiSaver account and it gets invested for you, returns are an additional part of your overall balance that you… Read more

Investment Themes 2025   Energy transition and climate action
Investment Themes 2025: Energy Transition & Climate Action

10 March 2025

Investment Themes 2025: Energy Transition & Climate Action 

The global response to climate change presents an opportunity.  

The energy transition has created a vast, evolving world of investment opportunities across all industry… Read more

SWIF investor update mar 2025
Investment Funds Investor Update - March 2025

6 March 2025

Welcome to your March update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for March 2024. Below you will find the latest performance data and market commentary from… Read more

SWKS investor update mar 2025
KiwiSaver Scheme Investor Update - March 2025

6 March 2025

Welcome to your March update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for March 2025. Below you will find the latest performance data and market commentary from… Read more

SWIF investor update feb 2025
Investment Funds Investor Update - February 2025

12 February 2025

Welcome to your February update
Dear investor, welcome to the SBS Wealth Investment Funds Investor Update for February 2024. Below you will find the latest performance data and market commentary from… Read more

Investment Themes 2025 Healthcare innovation
Investment Themes 2025: Healthcare Innovation

12 February 2025

Investment Themes 2025: Healthcare Innovation

 

We continue to favour the Healthcare Innovation investment theme in 2025.

As US president Donald Trump continues to unveil a slew of new policies, long-term structural themes… Read more

SWKS investor update feb 2025
KiwiSaver Scheme Investor Update - February 2025

12 February 2025

Welcome to your February update
Dear member, welcome to the SBS Wealth KiwiSaver Scheme Investor Update for February 2025. Below you will find the latest performance data and market commentary from… Read more

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