AmanahNZ- Key Documents
PRODUCT DISCLOSURE STATEMENT
The AmanahNZ Product Disclosure Statement (PDS) describes how AmanahNZ works and provides you with information about who is involved in providing it.
Before deciding to invest with AmanahNZ, you should read the PDS, and if necessary, obtain independent financial advice. You can download a copy of the AmanahNZ PDS at the below link -
You are required to complete the AmanahNZ application form, and provide the listed supporting documents, to invest with AmanahNZ. You can download a copy of the application form at the below link (Please print in either colour or in greyscale)
OTHER MATERIAL INFORMATION
This document provides material information about AmanahNZ to help you make an informed decision about investing. It is an important document and supports the PDS and SIPO. You can download a copy of the other material information document at the below link -
STATEMENT OF INVESTMENT POLICY AND OBJECTIVES (SIPO)
The Statement of Investment Policy and Objectives (SIPO) sets out the principles, rules and guidelines for how we manage AmanahNZ. You can download a copy of the SIPO at the below link -
AmanahNZ is a unit trust governed by a Trust Deed and an Establishment Deed between us and Trustees Executors Limited (the Supervisor). You can download copies of these documents at the below links -
Fund Updates for the previous four quarters can be found by clicking on the appropriate button below. Fund Updates prior to this time can be found by clicking on the ‘Prior Fund Updates’ button that will link you to the Disclose Register of the New Zealand Companies Office:
The most recent Annual Report for AmanahNZ is for the period ended 31 March 2019. You can download a copy of the AmanahNZ Annual Report at the below link -
The most recent financial statements for AmanahNZ are for the period ended 31 March 2019. You can download a copy of these financial statements at the below link -
Further information about AmanahNZ, including a list of fund returns and full portfolio holdings, is available on the Companies Office Disclose Register (www.business.govt.nz/disclose) by searching "AmanahNZ" on the offer register.