More New Zealanders are showing an interest in investing globally. Often referred to as the ‘magnificent seven’, large US technology companies like Apple, Microsoft, and Nvidia have attracted plenty of attention and been a regular feature in market headlines. This has sparked interest in people looking beyond our shores to help grow wealth over time. 

While the idea of investing globally can be appealing, knowing where to start isn’t always easy. International markets can feel complex, fast-moving, and hard to keep up with. That’s where managed funds can help. For many investors, they’re already a familiar part of how they invest, whether through KiwiSaver, an investment, or both.  

Simple access to global investing 

Managed funds make it easier to invest across a wide range of markets, both here in New Zealand and overseas. Instead of choosing individual companies or trying to build your own global portfolio, you invest in a single fund that holds a mix of assets on your behalf. 

This means you can gain exposure to global markets, without needing to research each opportunity yourself. This could include regions, industries, and companies which might be more difficult to access. It’s a straightforward way to take part in global investing, even if you’re new to it. 

Diversification beyond New Zealand

While New Zealand may offer solid investment opportunities, our market is relatively small and concentrated. Global investing allows you to spread your money across different countries and industries.  

By investing internationally, you can access sectors that are less represented at home, such as large-scale technology, global healthcare, and specialist manufacturing.  Spreading your investments this way could help reduce risk, which may help smooth out ups and downs when different markets perform differently. 

Expertise on your side 

One of the key benefits of managed funds is that your investments are overseen by professional fund managers. Investment specialists conduct research, analyse companies, and make decisions about where and when to invest. 

They also monitor global developments from economic shifts to geopolitical events, and adjust (within the limits of the fund) when needed. This means you don’t have to watch the markets daily or worry about reacting to every headline. Instead, experienced professionals manage the complexity for you.  

While picking your own investments can be fun to start, keeping a portfolio on track and rebalancing as markets move takes time and attention. Professional fund managers handle this ongoing work for you, adjusting investments within the limits of the fund as conditions change.

Easy to get started, whatever your experience 

Managed funds are designed to be accessible. Whether you’re just beginning your investment journey or already have experience in financial markets, they offer a simple entry point into global investing. 

Many funds allow you to start with relatively small amounts and add to your investment over time. You can choose funds that match your goals, timeframe, and comfort with risk, making it easier to invest in a way that feels right for you.

Bringing it all together