NZAM Alpha Fund

The NZAM Alpha Fund aims to generate returns that exceed cash, that are independent of global equity and bond market performance, and that exhibit low volatility and market correlation. The Fund has an emphasis on diversifying fund managers combined with some ‘absolute return’ equity managers. The strategy aims to generate returns that are superior to fixed interest performance but less volatile than traditional equities.

Product Disclosure Statement
Our Product Disclosure Statement (PDS) contains information to help you decide whether to invest in our funds. We review and update it regularly. Our latest replacement PDS dated 28 March 2017 has been lodged with the Registrar and is available to download here or on request from us. Units in the Fund are issued by NZAM Funds Limited.

Commentary Factsheets
Monthly commentaries are available here or on request from us.

Fund Updates
Quarterly fund updates are available here or on request from us.

Annual Report
The NZAM Funds Annual Report is available here or on request from us.

NZAM Funds Application Form
An application form is available to download here or on request from us.

Statement of Investment Policy and Objectives
Our statement of investment policy and objectives (“SIPO”)for the Fund is available to download here or on request from us.

Following the directors’ periodic review of the SIPO, a revised SIPO will take effect on 6 September 2017 and is available for download here.

Contact Us
To speak with an NZAM executive about the fund, please phone: +64 9 358 1517.