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Investment Adventurer Shows 2009 Welcome to Gareth Morgan Investments
We are a boutique investment management firm caring for individual client portfolios. Wealth protection and enhancement are our priorities. If you'd like to find out more, please select one of the following links:
Our Performance
The normal caveat is that past performance is no indicator of what happens next. We subscribe to that view.

Our Performance versus Market over the last 20 years Our past performance is provided on the links below for those who like to know it anyway. We believe that we've beaten benchmarks consistently due to our diligence in keeping costs down and ensuring our portfolios are tax-efficient. We are constantly challenging our providers and ourselves to cut costs.


The great New Zealand savings rort
In the first of three articles on the results from a survey of New Zealand’s investment providers and products, economist and investment portfolio manager Dr Gareth Morgan considers why the Consumers’ Institute discovered that investors typically receive around a third of the returns their invested funds earn. In subsequent articles Dr Morgan investigates the reasons for the market failure that perpetuates these losses, what regulators are doing about it, and why it’s irrational for the New Zealand government to force even more of the public’s savings into the arms of this high-cost, poor-performing industry.
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The Big Game II
Gareth Morgan continues his investigation of investment rorts. Creation and then manipulation of reserves is a favourite device that funds deploy to get your money. Once your money is set aside in reserves its ownership becomes moot. One thing's for sure you no longer have an unchallenged claim on it so don't expect it back. This article describes the devices the Funds use to move your savings into its reserves.
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Beware the fox in the henhouse
In the third of his series on the poor deal investors get from the products and services of the New Zealand financial industry, economist and investment portfolio manager Dr Gareth Morgan illustrates how long this market has been dysfunctional and looks at policy responses required to fix it.
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Double-dipping, gouging and low returns
In the second of three articles on the savings and investment industry, economist and investment portfolio manager Dr Gareth Morgan examines why investment product providers have been able to get away with charging fees so high that they render the returns to mum and dad investors woefully lower than returns they can enjoy from other investment options.
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