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Why choose Fidelity Life as your KiwiSaver provider? |
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People
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Fidelity Life is New Zealand-owned and managed, with profits reinvested in New Zealand. We make the decisions right here in New Zealand and you have ready access to those people.
We are committed to our community, raising or donating over $100,000 annually for the Leukaemia & Blood Foundation, the Conservation Foundation and Multiple Sclerosis Society of Auckland. We are committed to reducing our impact on our environment. |
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Philosophy
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We take a long-term investment approach, not chasing short term winners but having a diversified, index-based, long-term view.
In overseas shares, for example, we prefer ‘index’ funds.
Rather than having teams of expensive analysts chasing immediate returns, these funds simply invest to match a stock market index. It means wider range and less exposure to one sector, thus helping to reduce risk and lower costs which contributes to better returns over the long term. |
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Process
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We don’t have our own funds management company. That means we’re free to choose from a wide range of fund managers, here and overseas, that we consider to have good returns at acceptable risk. We call it ‘Best of Breed’. We can and do fire managers who don’t live up to our expectations. The result, again, shows in our performance. |
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Performance
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The best test of all is performance. You can check your latest performance here
Call Fidelity Life on 0800 88 KIWI for an Investment Statement.
*Past performance is not necessarily a guide to future performance. The Fidelity KiwiSaver Funds may differ in composition and therefore performance from Fidelity Life's existing funds.
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