Wholesale investors only
Both the Fixed Income Fund and the Single Asset Fund are offered to wholesale investors only. Under the Financial Markets Conduct Act 2013 (FMC Act), Schedule 1, Clauses 1, 2 and 3, a "wholesale investor" in New Zealand generally includes persons with net assets exceeding NZ$5 million, or gross income of at least NZ$200,000 in each of the last two financial years, or a person who certifies through an independent and qualified financial adviser that they have sufficient knowledge and experience to evaluate the merits of the offer. Eligibility may also extend to certain large businesses, eligible institutions, professional investors and persons investing NZ$750,000 or more where the requirements of the FMC Act are met.
Nothing on this page is a regulated offer of financial products to retail investors. Interests in the funds are not offered to the public under a product disclosure statement, and no PDS or full or concise financial product disclosure statement has been registered or will be issued in respect of these offers. By registering interest you confirm you meet the wholesale investor criteria above and accept that the protections afforded to retail investors under the FMC Act do not apply. Past performance is not a reliable indicator of future performance. Investment involves risk, including possible loss of capital. We recommend you obtain independent legal, tax and financial advice before committing capital.