NZAM Global Growth Fund
The NZAM Global Growth Fund, which was established in 2008, employs the same strategy and asset allocation as the NZAM Global IMA. (See NZAM Global – IMA for details). However it is a pooled New Zealand ‘PIE’ fund which affords it certain benefits and, in some circumstances, disadvantages, relative to an IMA structure. Investors should seek independent tax advice to determine which vehicle best suits their individual requirements.
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.
Monthly commentaries are available here or on request from us.
Quarterly fund updates are available here or on request from us.
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.
To speak with an NZAM executive about the fund, please phone: +64 9 358 1517.