Disclaimer
*eccuity Private members receive NZD $1m of zero-fee transactions per year with their membership. Trades after NZD $1m are charged at 0.10%.
**Assumes that a transfer of existing assets denominated in USD establishes your portfolio. If you introduce NZD-denominated assets or cash, foreign exchange costs may apply.
Each portfolio is based on a $1,000,000 starting balance, we took an average of the traditional tier 1 brokers in New Zealand and came to an average cost and then compared with the eccuity pricing for a eccuity Private user.
The eccuity investment philosophy is grounded in the belief that the market has too many managers and middle-men whose fees create a drag on your returns. eccuity Private changes that. By splitting our approach into one that minimises the cost of beta returns (i.e. your passive, market-tracking investments) and maximises access to information about alpha return (i.e. outsized return opportunities with outsized risk), we give eccuity Private customers a best-of-both-worlds outcome.
Track your performance against our experts’ eccuity Templates - and take inspiration from their strategies. eccuity Private’s model portfolios enable you to test and experiment with investment strategies until you run out of ideas (and then you can ask your AI Assistant for more).
Explore portfoliosBeta is what everyone expects and gets through indexes and benchmarks. In its simplest form, beta is the return of the S&P500 index (the primary benchmark of the global reserve currency) in the case of equities.
This eccuity Template is diversified with ETFs covering major equity indexes with minimal fees.
This eccuity Template is diversified with ETFs covering major segments of the bond market with minimal fees.
The All-Weather eccuity Template is designed for stability and steady growth across market cycles.
This eccuity Template adds Bitcoin to our All-Weather Portfolio, adding Bitcoin exposure at minimal fees.
This eccuity Template gives you a 60/40 split of equity and bond ETFs at minimal fees.
Alpha is often associated with excess returns from beta. Investors who say they have alpha returns believe they are "beating the market".
This eccuity Template focuses primarily on high-quality US-listed equities and ETFs.
This eccuity Template is dedicated to identifying and investing in rising star, small-cap companies.
This eccuity Template primarily focuses on quality, high-growth non-US equities and stocks.
Equally weighted access to the Magnificent 7.
We consider alternatives as investments that don’t have a natural benchmark. Alternatives can often be more speculative and sentiment driven than equities or bonds, or they can be relatively hard to access in public markets.
This eccuity Template follows an aggressive income strategy that trades equities plus ETFs that provide income and asset appreciation.
This eccuity Template is concentrated in established underlying crypto assets.
This eccuity Template has an allocation in established underlying crypto assets and equities that participate in the industry.
It’s not just what you know, it’s who you know. Accredited investors can access premium private investment opportunities that are usually restricted to private banks. Our unique sources of private dealflow give you the chance to invest in the best opportunities, before they hit the market.
eccuity Private takes care of the boring stuff too. We stop tax surprises by keeping your Foreign Investment Funds (FIF) tax obligations calculated in real time to help optimise your taxes.
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