Information request regarding investment portfolio

Brent Sheather made this Official Information request to Accident Compensation Corporation

The request was successful.

From: Brent Sheather

Dear Accident Compensation Corporation,

“Under S16(2) of the Official Information Act, my preferred way of receiving a response is by email to the address from which ACC received the original request, not by post.” I am considering writing a story on the investment performance of ACC and would like the following information:

• Details of management fees and performance fees payable by ACC on its various investments with fund managers
• The pre-tax, post-fee performance of the major asset classes ie NZ bonds, global bonds, NZ shares, Australian shares and global shares, over 1 year, 3 years, 5 years and 10 years
• Total investment management fees payable by ACC in the 12 months ended June 2017 and the weighted average funds under management in that period so that I can work out the average fees paid in percentage terms.

Thank you for your assistance.

Yours faithfully,

Brent Sheather (BMS – Waikato, 1979) - [email address]
NZSIA Certificate in Investment Analysis (1986)
Private Asset Management Limited

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From: Government Services
Accident Compensation Corporation

Attachment 0050990 RESPONSE.pdf
538K Download View as HTML

Dear Mr Sheather,


Please find attached our response to your request.


Yours sincerely


  Government Engagement and Support ACC
  ACC cares about the environment – please don’t print this email
  unless it is really necessary. Thank you.




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