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 - 

APPLICATION FORM

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 - 

GOVERNING DOCUMENTS

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

The latest AmanahNZ Plan fund update can be found at the below link -

ANNUAL REPORT

The most recent Annual Report for AmanahNZ is for the period ended 31 March 2018. You can download a copy of the AmanahNZ Annual Report at the below link - 

FINANCIAL STATEMENTS

The most recent financial statements for AmanahNZ are for the period ended 31 March 2018. You can download a copy of these financial statements at the below link - 

FURTHER INFORMATION

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.