| Company |
Closes |
Issue |
Summary |
| AMP Capital Investors |
To be Advised |
|
Minimum Investment: $250 minimum deposit.
Trustee: The New Zealand Guardian Trust Company Limited.
Interest Rate: Interest on the Fund’s deposit compounds daily on Tuesday, Wednesday, Thursday and Friday. On Monday, three day’s interest compounds (for Friday, Saturday and Sunday).
Entry or Exit Fees: Nil.
PIE: This is a Portfolio Investment Entity (PIE) that means tax on your investment is capped at 30% p.a.
more... |
| Celsius New Zealand |
To be Advised |
|
Underlying Manager: Barclays Bank PLC / Barclays Capital
Trustee: Perpetual Trust Limited
Target Return: 9% pa after tax income (under the PIE regime)
Currency: NZ dollars. Global shares and options are hedged to NZ$
NZX Listing: Yes, NZSX code – CEI
Research Rating: Strong (by Standard & Poor’s)
Taxation: Tax efficient; PIE compliant.
Maturity: March 12, 2013
Applications/Withdrawals: By direct application/redemption to/from the Trustee
Application Fee: Current prevailing Net Asset Value (NAV) per Unit plus 2%.
Minimum investment: $5,000 NZD, thereafter in multiples of $1,000
Redemption Charge: 1% of the Net Asset Value (NAV) per Unit redeemed by the Fund of which 0.5% is paid to each of Barclays Bank PLC and the Lead Manager on redemptions of Units in the Fund.
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| Direct Broking (Call Account) |
To be Advised |
|
Company Name: Direct Broking Limited is a wholly owned subsidiary of ANZ National Bank Limited and is the manager and issuer of the Direct Broking Call Account.
Minimum Investment: There is no minimum deposit.
Trustee: New Zealand Permanent Trustees Limited.
Interest Rate: Return on your investment accrued daily and distributed monthly.
Minimum: There is no minimum deposit.
Entry or Exit Fees: Nil.
PIE: This is a Portfolio Investment Entity (PIE) that means tax on your investment is capped at 30% p.a.
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| Equitable Morgages Ltd |
To be Advised |
|
more... |
| Fisher and Paykel |
To be Advised |
$1.00 |
more... |
| Hunter Hall Investment Management Ltd |
To be Advised |
|
more... |
| Hunter Hall (GDGT) |
To be Advised |
$1.00 |
Offer: Global Deep Green Trust
Objective: to achieve an absolute return of 12% pa after fees and expenses over rolling five-year periods and to carry out the ethical policy of the Trust
Minimum initial investment: Regular savings plan: Minimum $500 per month
Closes: Open-ended
Brokerage: Discounted through Equity
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| Life Settlements Funds Limited |
To be Advised |
$1.00 |
Issuer: Life Settlements Funds Limited
Offer: Life Settlements Wholesale Fund
Minimum: AUD $20,000 for Equity clients
Minimum additional investment: AUD $5,000
Exit fee: Nil
Brokerage: None payable by investors through Equity
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| Liontamer |
19/12/2008 |
|
more... |
| Liontamer Investments Limited (Global Water) |
To be Advised |
$1.00 |
Offer: KBC Global Water Fund
Objective: Outperform the MSCI on rolling three-year period
Liquidity: Daily
Level of Risk: Medium
Fund structure: Australian managed fund, registered under the Corporations Act as a registered managed investment scheme
Exit fee: Nil
Opens: 10 November 2007
Closes: Open-ended
Minimum: NZD $10,000
Brokerage: Discounted through Equity
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| MAN Investments Australia |
To be Advised |
|
MAN INVESTMENTS OM-IP 2705 2009
more... |
| NZF (Secured Deposits) |
To be Advised |
$1.00 |
more... |
| PGG Wrightson Finance(Secured Bonds) |
19/12/2008 |
$1.00 |
Maximum Offer Amount
Up to $100 million, comprising $75 million (being 75 million Secured Bonds) plus up to $25 million (being 25 million Secured Bonds) by way of oversubscriptions
Maturity Date*
8 October 2010, subject to PGG Wrightson Finance’s Term Extension
Option whereby the Maturity Date may be extended by up to 12 months to 8 October 2011.
Interest Rate**
Set on 22 December 2008 at the higher of:
• the Minimum Rate, being 8.25% per annum; and
• the aggregate of the Benchmark Rate (as defined on page 101, being the
interpolated swap mid rate to 8 October 2010) as at the Interest Rate Set
Date, and the Margin of 2.25% per annum.
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| PGG Wrightson (Secured Deposit) |
To be Advised |
$1.00 |
more... |
| Seniorcare |
05/11/2018 |
|
Investment Objective
To invest primarily in health care and residential properties and health care businesses to provide maximum returns to investors over the medium to long term
more... |
| Vision |
To be Advised |
|
Bank on the surge in baby boomers entering retirement!
First Ranking bricks and Mortar Security
Tax Efficient PIE Qualifying Investment
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