How to invest
Our distribution philosophy
We believe that due to the specialised nature of our funds that these should be invested in via specialised investment advisers or online investment platforms whose role and processes are specifically designed to ensure you understand what you are investing in.
This ranges from the online platforms that curate the best funds available in the market for their investors and present them in a way that enables you to receive all the necessary information before making your investment choices, through to your financial adviser that will discuss the funds fit from your specific investment portfolio perspective.
Third party specialists
Regardless of how you wish to invest, making an informed choice is our primary reason for only making Raise funds available through third party specialists.
In addition, these specialist third parties are able to monitor or enable you to monitor your investment on an ongoing basis providing simple access to your portfolio performance, asset balance and can provide any important updates should anything change.
Investing in the Bitcoin ETF PIE Fund removes the typical challenges associated with buying, safekeeping, and tax administration associated with investing in digital currencies directly.
Investors buy a unit in a regulated PIE fund (not bitcoin directly). This enable investors to gain exposure to the performance of bitcoin along with the tax benefits associated with PIEs.
These benefits include the maximum rate of tax being capped at 28%, providing savings for those investors on marginal tax rates of 39% and 33%.
PIE tax is a final tax removing the need to do a tax return.
Online investment platforms
InvestNow is an online investment platform based in New Zealand that offers Kiwi investors the option to invest in KiwiSaver, managed funds, and term deposits from a wide range of fund managers and banks
Snowball is a New Zealand based online investment platform and marketplace that helps connect investors with private growth companies, managed funds and alternative fund offers.