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Events Diary

2022 BETASHARES ROADSHOW: An Evidence-Based Approach to Portfolio Construction-Wellington

31 May 2022

You are invited to BetaShares’ first ever in-person adviser roadshow event in NZ.

Join us for a sit-down lunch and a discussion where we will cover how to construct portfolios using an evidence-based approach that can help improve efficiency of asset allocation and reduce overall costs for clients.

We will also take a look at our forthcoming NZ-specific product releases and our broader plans for the NZ market.

The events will cover:

  • Our current market and asset class views
  • What does current thinking in asset allocation look like?
  • How an evidence-based asset allocation approach can improve risk-adjusted returns and reduce overall costs for clients
  • Why an index-based approach leads to a better understanding of risk and performance drivers in portfolios
  • An insight into portfolio building blocks you can use in the current rising interest rate and inflation environment

Presenters will include:

  • Thom Bentley – Director, Adviser & Institutional NZ
  • Cameron Gleeson – Senior Investment Specialist
  • Peter Harper - Executive Director, Capital Markets and Institutional

Don't miss this opportunity to secure your place. Limited seating available.

Event location
Shed 5 Restaurant and Bar-Wellington
Event date/time
Date: Tues 31 May 12:15PM - 2:00PM (12:30PM start)
Event contact information

https://go.betashares.com.au/event_registration_NewZealandRoadshow-Portfolio-Construction.html?utm_source=marketo_email&utm_medium=email&utm_campaign=bs&utm_content=salescampaignroadshowbottom

   Download this event in iCalendar format (for Outlook, iCal, etc)

See all events during May 2022 »

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
AIA - Back My Build 3.34 - - -
AIA - Go Home Loans 6.14 4.75 5.25 5.29
ANZ 6.04 5.59 6.09 6.19
ANZ Blueprint to Build 7.39 - - -
ANZ Good Energy - - - 1.00
ANZ Special - 4.99 5.49 5.59
ASB Bank 6.04 4.99 5.45 5.45
ASB Better Homes Top Up - - - 1.00
Avanti Finance - Near Prime 6.60 - - -
Avanti Finance - Specialised 7.75 - - -
Basecorp Finance 6.35 - - -
Lender Flt 1yr 2yr 3yr
BNZ - Mortgage One 6.19 - - -
BNZ - Rapid Repay 6.19 - - -
BNZ - Std 6.09 4.99 5.45 5.45
BNZ - TotalMoney 6.19 - - -
CFML 321 Loans 4.20 - - -
CFML Home Loans 6.30 - - -
CFML Prime Loans 6.45 - - -
CFML Standard Loans 7.20 - - -
China Construction Bank 6.44 4.85 4.95 4.95
China Construction Bank Special 6.44 5.85 5.95 5.95
Co-operative Bank - First Home Special - 4.74 5.29 5.59
Lender Flt 1yr 2yr 3yr
Co-operative Bank - Owner Occ 5.34 4.84 5.39 5.69
Co-operative Bank - Standard 5.34 5.34 5.89 6.19
Credit Union Auckland 7.70 - - -
First Credit Union Special - 5.09 5.49 -
First Credit Union Standard 6.49 5.69 6.09 -
FMT 7.15 - - -
FMT Development 7.90 - - -
Heartland Bank - Online 5.80 5.89 - -
Heartland Bank - Reverse Mortgage 7.99 - - -
Heretaunga Building Society 6.50 5.50 5.65 -
ICBC 5.39 4.49 4.99 5.25
Lender Flt 1yr 2yr 3yr
Kainga Ora 5.79 4.59 4.95 5.19
Kainga Ora - First Home Buyer Special - - - -
Kiwibank 6.00 5.85 6.29 6.29
Kiwibank - Offset 6.00 - - -
Kiwibank Special 6.00 4.95 5.39 5.49
Liberty 6.65 6.55 6.22 6.20
Nelson Building Society 6.79 4.99 5.49 -
Pepper Money Near Prime 6.55 - - -
Pepper Money Prime 5.99 - - -
Pepper Money Specialist 8.00 - - -
SBS Bank 5.84 5.39 5.89 5.89
Lender Flt 1yr 2yr 3yr
SBS Bank Special - 4.69 5.29 5.29
SBS Construction lending for FHB 3.74 - - -
SBS FirstHome Combo 3.29 4.29 - -
SBS FirstHome Combo - - - -
SBS Unwind reverse equity 7.99 - - -
TSB Bank ▲6.84 ▲5.79 ▲6.29 ▲6.49
TSB Special ▲6.04 ▲4.99 ▲5.49 ▲5.69
Unity First Home Buyer special - 4.15 - -
Unity Special 6.04 4.80 5.29 -
Unity Standard 6.04 5.60 6.29 -
Wairarapa Building Society 6.15 ▲5.15 ▲5.65 -
Lender Flt 1yr 2yr 3yr
Westpac 6.14 5.59 6.05 ▲5.99
Westpac Choices Everyday 6.24 - - -
Westpac Offset 6.14 - - -
Westpac Special - 4.99 5.45 ▲5.39
Median 6.19 4.99 5.49 5.59

Last updated: 13 August 2026 4:57pm

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