New Zealand
Endeavour Fund

The NZ Endeavour Fund changed to Garrison Bridge Superannuation Scheme on the 1st of April, 2019.

Previously, you could select from the following range of portfolios from TAM Asset Management (an FCA regulated discretionary fund manager):

• TAM “Premier” GBP Liquidity Plus (Cash Fund)
• TAM “Premier” GBP Cautious
• TAM “Premier” GBP Balanced
• TAM “Premier” GBP Growth
• TAM “Premier” GBP Adventurous Growth

Additional investment options are now available under the new scheme through investment managers like:

1. TAM Asset Management Limited
2. Vanguard Investments Australia Limited
3. BlackRock Asset Management Ireland
   Limited
4. Simplicity NZ Limited

These additional options include:

• GBP Conservative Fund:
  Great British pound denominated fund employing a passive management strategy invested 80% in income assets (international fixed interest), with a 20% exposure to growth assets (international equities).
• GBP Growth Fund:
  Great British pound denominated fund employing a passive management strategy invested 80% in growth assets (international equities), with a 20% exposure to income assets (international fixed interest).
• AUD Balanced Fund:
  Australian dollar denominated fund employing a passive management strategy invested 80% in income assets (New Zealand fixed interest), with a 20% exposure to growth assets (New Zealand equities).
• NZD Conservative Fund:
  New Zealand dollar denominated fund employing a passive management strategy invested 80% in income assets (New Zealand fixed interest), with a 20% exposure to growth assets (New Zealand equities).
• NZD Growth Fund:
  New Zealand dollar denominated fund employing a passive management strategy invested 80% in growth assets (New Zealand equities), with a 20% exposure to income assets (New Zealand fixed interest).

While the document below has the new scheme's fee information and charges, we are unsure about validity of the information and would recommend contacting them directly to learn more.

NOTE:

We would highly recommend reading the 'expert verdict' section of this independent review.

Additionally, here's a free guide that can help you achieve better results. In this guide, you'll learn:

• Academic evidence only shared with a select few firms across the world
• A real-life example of why you should never try to outguess the market
• Why a fund's past performance is not enough to predict future returns
• Why you need to focus on what you can control and why this leads to a better investment experience
• Why you should accept the markets for what they are
• What can impact behaviour and make people seek instant gratification