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Kingfish Monthly Update
Monthly Update August 2017 KFL NAV SHARE PRICE DISCOUNT $1.42 $1.29 8.9% as at 31 July 2017 A word from the Manager — Ownership of Kingfish and currency Fisher Funds Fisher Funds’ Chief Investment Strategist, Mark Brighouse, provides insights into what impact currency has on the Kingfish portfolio. On 3 August, TSB Community “There is no sphere of human thought in which it is easier to show superficial Trust announced it had reached cleverness and the appearance of superior wisdom than in discussing questions an agreement to acquire the of currency and exchange.” remaining 51% of Fisher Funds — Winston Churchill, House of Commons, 1949 that they do not already own, taking them to 100%. As part Winston Churchill was ready to acknowledge that while many people will be of the agreement, the Trust prepared to offer views on the direction of exchange rates, in reality very few will sell approximately 25% of will have superior foresight on something that is so notoriously hard to predict. Fisher Funds to TA Associates. While Kingfish has no direct currency exposure, investing in only New Zealand TA Associates is a global dollar denominated shares and cash, the companies we invest in often have growth private equity firm diverse array of international operations exposing them to currency risks. based in the United States which specialises, amongst Corporates typically protect against movements in currency in three different other things, in investment in ways: hedging using an array of financial instruments, matching offshore assets funds management businesses against offshore liabilities (borrowing in the country/currency you are investing around the world. -
Our Port History to Modern Day August 2013
Port History to Modern Day S:\Port Information\Our Port History to Modern Day August 2013 2 EARLY HISTORY OF THE PORT OF TAURANGA 1290 Judge Wilson in his Sketches of Ancient Maori Life and History records that the canoe Takitumu carrying immigrants from Hawaiiki arrived in approximately 1290 AD and found Te Awanui (as Tauranga was then named) in the possession of a tribe of aborigines whose name, Puru Kopenga, or full net testified to the rich harvest to be drawn from the surrounding waters. 1769 In November, Captain James Cook passed close to Tauranga (pronounced Towrangha ) but did not enter the harbour. 1828 Probably the first European vessel to visit Tauranga was the missionary schooner Herald that called during this year. 1853 Captain Drury in HMS Pandora surveyed and charted the coast and harbour. 1864 Under the Marine Board Act of 1863, the Auckland Provincial Government Superintendent appointed the first pilot Captain T S Carmichael on 8 December 1864. He fixed leading buoys and marks in position to define the navigable channel, and his first piloting assignment was to bring HMS Esk into the harbour. The first house at Mount Maunganui was built for him late in 1866, to replace the tent in which he had lived during the previous two years. Copies of his early diaries are held in Tauranga s Sladden Library. Tauranga is probably the only Port in the country to experience a naval blockade. The Government of the day, fearful that arms would be run to hostile Maori warriors, imposed the blockade by notice in the New Zealand Gazette dated 2 April 1864. -
New Zealand Business Number Bill 18 June 2015
Submission to the Commerce Select Committee on the New Zealand Business Number Bill 18 June 2015 NEW ZEALAND BANKERS ASSOCIATION Level 15, 80 The Terrace, PO Box 3043, Wellington 6140, New Zealand TELEPHONE +64 4 802 3358 FACSIMILE +64 4 473 1698 EMAIL [email protected] WEB www.nzba.org.nz Submission by the New Zealand Bankers’ Association to the Commerce Select Committee on the New Zealand Business Number Bill About NZBA 1. NZBA works on behalf of the New Zealand banking industry in conjunction with its member banks. NZBA develops and promotes policy outcomes which contribute to a strong and stable banking system that benefits New Zealanders and the New Zealand economy. 2. The following fifteen registered banks in New Zealand are members of NZBA: ANZ Bank New Zealand Limited ASB Bank Limited Bank of China (NZ) Limited Bank of New Zealand Bank of Tokyo-Mitsubishi, UFJ Citibank, N.A. The Co-operative Bank Limited Heartland Bank Limited The Hongkong and Shanghai Banking Corporation Limited JPMorgan Chase Bank, N.A. Kiwibank Limited Rabobank New Zealand Limited SBS Bank TSB Bank Limited Westpac New Zealand Limited. Background 3. NZBA is grateful for the opportunity to submit on the New Zealand Business Number Bill, bill number 15-1 (the Bill). 4. NZBA would appreciate the opportunity to make an oral submission to the Committee on this Bill. 5. If the Committee or officials have any questions about this submission, or would like to discuss any aspect of the submission further, please contact: Kirk Hope Chief Executive 04 802 3355 / 027 475 0442 [email protected] 2 General NZBA fully supports the New Zealand Business Number (NZBN) initiative which will significantly help businesses to liaise with Government. -
Financial Institutions Performance Survey FIPS Review of 2017
Financial Institutions Performance Survey FIPS Review of 2017 1 3.68% 7.35% escalation in growth in NPAT operating expenses 8 2 3.94% 3 1.17% rise in net decrease in provisions interest income 9 bps 4 4.68% decline in net increase in interest margins gross lending 7 5 7.30% 6 40 bps drop in gross drop in average impaired assets funding costs Contents 2 The Survey 4 A KPMG view from the editor KPMG’s Financial Services team provides 6 Industry overview 16 Timeline of events focused and practical audit, tax and advisory 20 Some of the significant management changes in the sector services to the insurance, retail banking, 22 Sector performance 30 Analysis of annual results corporate and investment banking, and 38 Major banks – Quarterly analysis 42 Getting practical with blockchain investment management sectors. 46 Conduct, robo-advice and good client outcomes 50 Revolutionising the banking eco-system 54 Getting past compliance crisis management Our professionals have an in-depth 60 Customer friction – reducing through emerging trends in Fintech innovation understanding of the key issues 64 RBNZ: Modernising disclosures with Bank Financial Strength Dashboard facing financial institutions. 66 FMA: Show us better outcomes for your customers 68 NZBA: Code of Banking Practice breaks new ground Our team is led by senior partners with a 70 Massey: Banking industry forecasts 74 Ownership and credit ratings wealth of client experience and relationships 75 Descriptions of the credit rating grades 76 Definitions with many of the market players, regulators 77 KPMG’s Financial Services Team 78 Contact us and leading industry bodies. -
The Climate Risk of New Zealand Equities
The Climate Risk of New Zealand Equities Hamish Kennett Ivan Diaz-Rainey Pallab Biswas Introduction/Overview ØExamine the Climate Risk exposure of New Zealand Equities, specifically NZX50 companies ØMeasuring company Transition Risk through collating firm emission data ØCompany Survey and Emission Descriptives ØPredicting Emission Disclosure ØHypothetical Carbon Liabilities 2 Measuring Transition Risk ØTransition Risk through collating firm emissions ØAimed to collate emissions for all the constituents of the NZX50. ØUnique as our dataset consists of Scope 1, Scope 2, and Scope 3 emissions, ESG scores and Emission Intensities for each firm. ØCarbon Disclosure Project (CDP) reports, Thomson Reuters Asset4, Annual reports, Sustainability reports and Certified Emissions Measurement and Reduction Scheme (CEMAR) reports. Ø86% of the market capitilisation of the NZX50. 9 ØScope 1: Classified as direct GHG emissions from sources that are owned or controlled by the company. ØScope 2: Classified as indirect emissions occurring from the generation of purchased electricity. ØScope 3: Classified as other indirect GHG emissions occurring from the activities of the company, but not from sources owned or controlled by the company. (-./01 23-./014) Ø Emission Intensity = 6789 :1;1<=1 4 Company Survey Responses Did not Email No Response to Email Responded to Email Response Company Company Company Air New Zealand Ltd. The a2 Milk Company Ltd. Arvida Group Ltd. Do not report ANZ Group Ltd. EBOS Ltd. Heartland Group Holdings Ltd. Do not report Argosy Property Ltd. Goodman Property Ltd. Metro Performance Glass Ltd. Do not report Chorus Ltd. Infratil Ltd. Pushpay Holdings Ltd. Do not report Contact Energy Ltd. Investore Property Ltd. -
FNZ Basket 14102010
14-Oct-10 smartFONZ Basket Composition Composition of a basket of securities and cash equivalent to 200,000 NZX 50 Portfolio Index Fund units effective from 14 October 2010 The new basket composition applies to applications and withdrawals. Cash Portion: $ 1,902.98 Code Security description Shares ABA Abano Healthcare Group Limited 88 AIA Auckland International Airport Limited Ordinary Shares 6,725 AIR Air New Zealand Limited (NS) Ordinary Shares 2,784 AMP AMP Limited Ordinary Shares 432 ANZ Australia and New Zealand Banking Group Limited Ord Shares 212 APN APN News & Media Limited Ordinary Shares 1,759 APT AMP NZ Office Trust Ordinary Units 8,453 ARG Argosy Property Trust Ordinary Units 4,344 CAV Cavalier Corporation Limited Ordinary Shares 482 CEN Contact Energy Limited Ordinary Shares 1,508 EBO Ebos Group Limited Ordinary Shares 537 FBU Fletcher Building Limited Ordinary Shares 1,671 FPA Fisher & Paykel Appliances Holdings Limited Ordinary Shares 6,128 FPH Fisher & Paykel Healthcare Corporation Limited Ord Shares 3,106 FRE Freightways Limited Ordinary Shares 1,625 GFF Goodman Fielder Limited Ordinary Shares 3,990 GMT Macquarie Goodman Property Trust Ordinary Units 8,004 GPG Guinness Peat Group Plc Ordinary Shares 15,588 HLG Hallenstein Glasson Holdings Limited Ordinary Shares 430 IFT Infratil Limited Ordinary Shares 6,363 KIP Kiwi Income Property Trust Ordinary Units 10,287 KMD Kathmandu Holdings Limited Ordinary Shares 690 MFT Mainfreight Limited Ordinary Shares 853 MHI Michael Hill International Limited Ordinary Shares 1,433 NPX -
Portfor Thefuture
Port people Manager Operations Nigel Drake retires after 30 years at Port Port of Tauranga farewells an employee who has steered the operations team through teething pain and rapid growth – as well as the occasional crisis. Nigel Drake, Port of Tauranga’s Manager Operations, has been with the Company for nearly three decades since joining as a pilot. He retires this month. “I’d always wanted to live and work here, ever since I’d joined my first ship in Mount Maunganui in 1969,” he says. Nigel had a virtual blank canvas when he blown off a ship into the harbour in the In retirement, he will return to days of took the helm as Marine Manager in 1992 middle of a powerful storm. spending more time on the water instead at the urging of then Chief Executive, of on land. He has a new launch for In October, the emergency was the Jon Mayson. coastal cruising, owns shares in historic grounding of the container ship Rena off motorboats moored at Lake Taupo, and “There was no rulebook. Harbour boards the Bay of Plenty coast. “Being woken at is a well-known competitor in an annual had disappeared and the old way of doing 2am to be told this news is something home-built dinghy race on the things was gone,” says Nigel. “I am proud that I will never forget. Working through Waikato River. of the way I got things going.” the consequences in the following weeks “My style isn’t confrontational and I was incredibly busy and stressful,” “The Port has been a fantastic place to encourage self-sufficiency in my team. -
Economic Impact of Port of Auckland-NZIER FINAL.Pdf
Location, location, location The value of having a port in the neighbourhood NZIER report to Ports of Auckland Limited October 2019 About NZIER NZIER is a specialist consulting firm that uses applied economic research and analysis to provide a wide range of strategic advice. We undertake and make freely available economic research aimed at promoting a better understanding of New Zealand’s important economic challenges. Our long-established Quarterly Survey of Business Opinion (QSBO) and Quarterly Predictions are available to members of NZIER. We pride ourselves on our reputation for independence and delivering quality analysis in the right form and at the right time. We ensure quality through teamwork on individual projects, critical review at internal seminars, and by peer review. NZIER was established in 1958. Authorship This paper was prepared at NZIER by Milad Maralani and Peter Wilson. It was quality approved by Laurie Kubiak. The assistance of Ports of Auckland Limited, Sarah Spring and Jessica Matthewson is gratefully acknowledged. Registered office: Level 13, Willeston House, 22–28 Willeston St | PO Box 3479, Wellington 6140 Auckland office: Ground Floor, 70 Shortland St, Auckland Tel +64 4 472 1880 | [email protected] | www.nzier.org.nz © NZ Institute of Economic Research (Inc). Cover image © www.dreamstime.com NZIER’s standard terms of engagement for contract research can be found at www.nzier.org.nz. While NZIER will use all reasonable endeavours in undertaking contract research and producing reports to ensure the information is as accurate as practicable, the Institute, its contributors, employees, and Board shall not be liable (whether in contract, tort (including negligence), equity or on any other basis) for any loss or damage sustained by any person relying on such work whatever the cause of such loss or damage. -
Submission Productivity Commission Regulatory Institutions & Practices
Submission to the Productivity Commission on the Regulatory Institutions & Practices Issues Paper 31 October 2013 NEW ZEALAND BANKERS ASSOCIATION Level 15, 80 The Terrace, PO Box 3043, Wellington 6140, New Zealand TELEPHONE +64 4 802 3358 FACSIMILE +64 4 473 1698 EMAIL [email protected] WEB www.nzba.org.nz Submission by the New Zealand Bankers’ Association to the Productivity Commission on the Regulatory Institutions and Practices Issues Paper About NZBA 1. NZBA works on behalf of the New Zealand banking industry in conjunction with its member banks. NZBA develops and promotes policy outcomes which contribute to a safe and successful banking system that benefits New Zealanders and the New Zealand economy. 2. The following fourteen registered banks in New Zealand are members of NZBA: ANZ Bank New Zealand Limited ASB Bank Limited Bank of New Zealand Bank of Tokyo-Mitsubishi, UFJ Citibank, N.A. The Co-operative Bank Limited Heartland Bank Limited The Hongkong and Shanghai Banking Corporation Limited JPMorgan Chase Bank, N.A. Kiwibank Limited Rabobank New Zealand Limited SBS Bank TSB Bank Limited, and Westpac New Zealand Limited. If you have any questions about this submission, or would like to discuss any aspect of it further, please contact: Kirk Hope Chief Executive Telephone: +64 4 802 3355/ +64 27 475 0442 Email: [email protected] 2 Executive Summary 3. NZBA welcomes the decision by the Productivity Commission to undertake an inquiry into regulatory institutions and practices. 4. NZBA submits that quality regulation is essential to an efficient and well-functioning economy. Poorly conceived and implemented regulation can significantly hinder innovation, productivity and ultimately economic growth. -
Full Portfolio Holdings 1
DISCLOSE REGISTER - FULL PORTFOLIO HOLDINGS 1 Offer name: Kiwi Wealth KiwiSaver Scheme Offer number: OFR10715 Fund name: CashPlus Fund number: FND551 Period disclosure applies [dd/mm/yyyy] 31/03/2019 Asset name % of fund net assets Security code New Zealand Dollar 6.65% Landwirtschaftliche Rentenbank 23/4/2024 1.76% NZLRBDT009C1 Westpac Term Deposit 2/7/2019 1.58% DU0TZ19702C1 Kommunalbanken AS 20/8/2025 1.55% NZKBNDT009C6 ANZ Bank Term Deposit 13/5/2019 1.54% DU0TZ19513A6 Bank of New Zealand Term Deposit 8/7/2019 1.45% DU0TZ19708C8 ANZ Bank Term Deposit 27/5/2019 1.44% DU0TZ19527E8 Bank of New Zealand Term Deposit 10/6/2019 1.41% DU0TZ19610C6 MUFG Bank Ltd/Auckland 4/4/2022 1.39% NZMUFDT001C8 New Zealand Local Government Funding Agency Bond 15/4/2027 1.29% NZLGFDT007C4 Kreditanstalt fuer Wiederaufbau 7/3/2023 1.23% NZKFZDT003C1 Westpac Term Deposit 27/5/2019 1.20% DU0TZ19527F5 Meridian Energy Ltd 29/10/2019 1.16% NZMELDT005C1 ASB Term Deposit 22/7/2019 1.16% DU0TZ19722A3 Westpac Term Deposit 6/5/2019 1.13% DU0TZ19506A0 New Zealand Local Government Funding Agency Bond 14/4/2033 1.11% NZLGFDT009C0 ASB Term Deposit 2/9/2019 1.08% DU0TZ19902E3 Bank of New Zealand Term Deposit 15/4/2019 1.08% DU0TZ19415C0 UDC Finance Term Deposit 29/7/2019 1.04% DU0TZ19729D2 Westpac New Zealand Ltd 14/2/2022 1.02% NZWNZD0222L8 Auckland International Airport Ltd 11/4/2020 0.93% NZAIAD0420L7 ASB Bank Ltd 22/2/2022 0.93% NZABBDT043C1 ASB Term Deposit 19/8/2019 0.91% DU0TZ19819A7 Westpac Term Deposit 20/5/2019 0.88% DU0TZ19520E3 Bank of China Term Deposit 12/7/2019 -
Border Report – Port of Tauranga and Rotorua Airport August 2013
Border Report – Port of Tauranga and Rotorua Airport August 2013 Purpose A preliminary report to understand the level of risk the Port of Tauranga (POT) and Rotorua Airport present to the Bay of Plenty kiwifruit industry with the intent of determining if the current level of protection is adequate. Background Biosecurity in New Zealand consists of a multi –layer system that begins offshore with pre-border activities, incorporates the border and continues post-border into New Zealand where it becomes a joint effort between central government, regional councils, industry, community groups, and all New Zealanders, (a paper describing this system in more detail can be found on the KVH website www.kvh.org.nz/kiwifruit_biosecurity_risks). This paper will review a single layer, border interventions at ports of entry. Any port of entry has the potential to bring unwanted pests and diseases into New Zealand that could be detrimental to the kiwifruit industry, however, given the high concentration of the kiwifruit industry in the Bay of Plenty, this report has focused on the ports of entry in the immediate proximity to this region, which are the Port of Tauranga and the Rotorua Airport. The Port of Tauranga is New Zealand’s second largest port by container volume, and a major stop on the cruise ship circuit. Rotorua Airport is an International Airport receiving two trans-Tasman flights a week. Imports into POT, cruise ships, and passenger traffic through Rotorua Airport are all potential pathways for risk items to enter New Zealand and each will be reviewed to provide an overview of operations, potential risks that each present and how these risks are being mitigated. -
ADB's Trade Finance Program Confirming Banks List
Trade Finance Program Confirming Banks List As of 31 July 2016 AFGHANISTAN Bank Alfalah Limited (Afghanistan Branch) 410 Chahri-e-Sadarat Shar-e-Nou, Kabul, Afghanistan National Bank of Pakistan (Jalalabad Branch) Bank Street Near Haji Qadeer House Nahya Awal, Jalalabad, Afghanistan National Bank of Pakistan (Kabul Branch) House No. 2, Street No. 10 Wazir Akbar Khan, Kabul, Afghanistan ALGERIA HSBC Bank Middle East Limited, Algeria 10 Eme Etage El-Mohammadia 16212, Alger, Algeria ANGOLA Banco Millennium Angola SA Rua Rainha Ginga 83, Luanda, Angola ARGENTINA Banco Patagonia S.A. Av. De Mayo 701 24th floor C1084AAC, Buenos Aires, Argentina Banco Rio de la Plata S.A. Bartolome Mitre 480-8th Floor C1306AAH, Buenos Aires, Argentina AUSTRALIA Australia and New Zealand Banking Group Limited Level 20, 100 Queen Street, Melbourne, VIC 3000, Australia Australia and New Zealand Banking Group Limited (Adelaide Branch) Level 20, 11 Waymouth Street, Adelaide, Australia Australia and New Zealand Banking Group Limited (Adelaide Branch - Trade and Supply Chain) Level 20, 11 Waymouth Street, Adelaide, Australia Australia and New Zealand Banking Group Limited (Brisbane Branch) Level 18, 111 Eagle Street, Brisbane QLD 4000, Australia Australia and New Zealand Banking Group Limited (Brisbane Branch - Trade and Supply Chain) Level 18, 111 Eagle Street, Brisbane QLD 4000, Australia Australia and New Zealand Banking Group Limited (Perth Branch) Level 6, 77 St Georges Terrace, Perth, Australia Australia and New Zealand Banking Group Limited (Perth Branch - Trade