Breaking the Home Bias: Why Global Diversification Wins for Your Portfolio

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We all know that a home bias has kept the All Blacks streak alive at Eden Park against The Springboks..... But is a home bias critical to a New Zealand domiciled managed fund or KiwiSaver fund?

In Season 4, Episode 2 of the Dollars and Cents Podcast, Tim Ellis explores the concept of home bias in investing, focusing on the heavy allocation to New Zealand and Australian stocks in KiwiSaver and managed funds.  Discover 5 reasons why a globally diversified portfolio needs to be considered. 

Tune in for key insights on portfolio design and the importance of rebalancing for long-term success! 

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The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure