Why invest with Huljich?

Investment

Mike Pero Saver* has identified Huljich as simple to understand and highly experienced professionals investing on your behalf.

Our objective is to protect and build your wealth so you can enjoy a better standard of living in retirement. We follow an “absolute return” investment strategy – this means we aim to deliver positive returns regardless of the direction of financial markets. The Mike Pero Saver* Funds have different growth and income allocations within this strategy, according to their risk profile.

Stability and heritage

Huljich is 100% Kiwi-owned and operated and they manage money on behalf of over 70,000 New Zealanders.**

Huljich manages the largest KiwiSaver Scheme (in terms of members) with a 100% New Zealand owned manager and is one of the fastest growing wealth managers in the country.

Trust

Your money is held in trust.

Your money is held in trust by Trustees Executors Superannuation Limited (a subsidiary of Trustees Executors Limited, New Zealand's oldest trustee company).*** Trustees Executors Limited supervises over $29 billion in investors' assets. We report regularly to both the Trustee and the Government Actuary.

Research

We do the hard work to help make the right investment decisions for you.

To make the right investments we like to know more about the companies we invest in and the people that manage them. When analysing companies, we make sure we understand the business model - whether it is socially responsibly and how competitive and sustainable it is.

Socially responsible investment

It does make a difference.

As a socially responsible investor, we favour companies which are environmentally responsible, support workplace diversity and increase product safety and quality. We do not invest in companies directly involved in gambling, alcohol, tobacco, arms and anything which directly infringes on human rights. We are proud to be a signatory to the United Nations Principles for Responsible Investment (UNPRI).

Service

We have a dedicated team of KiwiSaver experts you can rely on.

You can expect exceptional service every step of the way. Whenever you have a question simply pick up the phone and call us on 0800 678 900 or email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it . We promise to make KiwiSaver easy from the day you join to long after you retire.

Communication

Open and honest communication so you are better informed.

We will keep you up-to-date on how your savings are growing with daily performance updates on our website at www.mikepero.co.nz/saver. You will also receive easily to understand quarterly newsletters, email updates, transaction statements and annual reports.

Performance

Our KiwiSaver track record speaks for itself.

The Mike Pero Saver Funds* have been ranked 1st for annual performance in the year to 31 March 2009 by Morningstar. Even without compensation provided (as more fully explained in the Huljich KiwiSaver Scheme Prospectus), the Manager has calculated the Mike Pero Saver* Funds would still have retained their overall first ranking for that year in the Morningstar unit price tables (based on average rankings across their three categories). Past performance is not an indication of future performance.

*Mike Pero Saver is the brand used to distribute the Huljich KiwiSaver Scheme through Mike Pero (New Zealand) Limited.

**As at February 2010.

***Neither Trustees Executors Superannuation Limited nor Trustees Executors Limited guarantees the performance of the Scheme's assets.