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Best mutual funds at nil entry fee
No load mutual funds and nil entry fee mutual funds can greatly increase the return on your investments. Through international-equities.com investors can access the best performing mutual funds in Australia and New Zealand without incurring any entry fee. Why pay expensive financial planning, monitoring and management fees on investments you can very easily manage and monitor for yourself?
New and Current Issues - ....Click here for investment summaries.
Diversifying an investment portfolio across different asset classes can improve portfolio performance by accessing secure high yield investments while decreasing portfolio volatility through inclusion of assets with uncorrelated investment returns. Historically, international equities have provided the major portion of returns for successful, diversified growth portfolios.
Mutual funds (known as managed funds down under) provide a convenient means by which private and institutional investors can include a selection of well researched international equities into their portfolios without having to undertake extensive research of their own.
International-equities.com offers access to mutual funds covering leading Australian and New Zealand stocks or mid cap and small cap stocks carefully selected for potential high growth. Also available are global mutual funds offering a broad range of equities from developed and
emerging markets.
Other top performing mutual funds may be theme based, such as companies involved in fresh water development, alternative energy sources or ethical investment. The best mutual funds include a capital guarantee and additional investor protection such as "Smart Start" - the ability of a fund to reset the base reference index to a lower value if markets fall. Bond funds also available.
Liontamer Australia Series 1
Australian sharemarket fund. Like most economies, Australia has been significantly affected by the global downturn and the local sharemarket has in turn fallen dramatically - as at the end of May 2009 the S&P/ASX 200 Index is down around 40% from its peak in 2007. However, Australia is known as the ‘lucky country’ for good reason. It is abundantly rich in natural resources and superbly located close to the world’s factory floor, Asia. The Australian government has acted swiftly to implement a comprehensive stimulus package backed by the lowest cash lending rates in its history – all measures designed to help Australia rebuild sustainable economic growth over the coming few years. Liontamer believes that over the medium term Australia could provide a strong recovery story.
Key features of Liontamer Australia Series 1:
- Nil Entry fee for applications through Canopus Investments Limited.
- Closing date 9 August, 2009. The offer may close early or be extended.
- No annual management fee charged by Liontamer.
- Exit fee. 2% prior to maturity and for all repurchases at or after maturity.
- Investments in Liontamer Australia Series 1 are available to residents of New Zealand, or a country other than Australia to whom it is lawful to make the offer.
- Early bird interest. Application Amounts received during the period of the Offers will be deposited on your behalf with a bank or other financial institution selected by New Zealand Permanent Trustees Limited and will earn Early Bird Interest until two Business Days before the Issue Date. Early Bird Interest will be calculated on a daily basis from the date on which the Application Amount is received in cleared funds to two Business Days before the Issue Date. Any Early Bird Interest earned by you during the period of the Offers after deduction of any withholding tax will be applied towards purchasing additional Units in the Trust. Any surplus after rounding will be donated to the humanitarian organisation, World Vision.
Protected Units:
- 100% capital protected at maturity.
- Return. 100% of any positive Movement in the Index (i.e. 1.0 x the rise in the Index).
- 6 years
- Minimum investment NZ$5000. This is a New Zealand dollar denominated investment.
- Early maturity feature. If the Assets of the Fund corresponding to the Protected Units reach a value of $1.60 within the first three years of the relevant Investment Period, Liontamer will seek to arrange the termination of those Assets of the Fund and, if so, your Protected Units will be repaid.
- Liquidity. Quarterly exits are available, but you should bear in mind that you may get back significantly less than you invested and you will incur an Exit Fee of 2%. This is intended as a hold-to-maturity investment. Capital protection plus the Index Linked Return only apply at maturity. Early exits are only possible at a maximum value of $1.00 (less the exit fee), unless exceptional circumstances exist; for example death or financial hardship. In exceptional circumstances, if the Assets of the Fund equate to a Unit value above $1.00, this higher amount, less the exit fee, can be paid.
Unprotected Units:
- Capital protection. None. In the event that the Movement in the Index is negative at maturity, your capital will be reduced on a 1 for 1 basis with the fall in the Index. Your capital is fully at risk.
- Return. 160% of any positive Movement in the Index (i.e. 1.6 x the rise in the Index); and 100% of any negative Movement in the Index (i.e. 1.0 x the fall in the Index).
- 5 years
- Minimum investment NZ$5000. This is a New Zealand dollar denominated investment.
- Early maturity feature - none.
- Liquidity. Quarterly exits are available, but you should bear in mind that you may get back significantly less than you invested and you will incur an Exit Fee of 2%. This is intended as a hold-to-maturity investment and the formula of returns only applies at maturity. There are no restrictions on the value of the unit price prior to maturity. The price will reflect the value of the Assets of the Fund at the time of exit.
Contact Canopus info@canopus.co.nz for an investment statement or telephone (09) 444 8055 or download the Investment Statement by clicking here.
International Equities Limited offers international investors access to a broad range of investments covering all asset classes, many of which may not be accessible through normal brokerage channels.
Contact info@international-equities.com for more information.
Financial Adviser Disclosure Statement available on request, free of charge.
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Conditions of use of this website
Use of this website denotes agreement to the following conditions:
Disclosure
International Equities Limited is a wholly owned subsidiary of Canopus Investments Limited, a privately-owned New Zealand investment company.
International Equities Limited, its directors, officers and associates, may hold or apply for investments mentioned on this website for their own investment purposes.
A Financial Adviser Disclosure Statement is available on request, free of charge.
Disclaimer
Information provided on this website does not constitute a recommendation or advice to purchase any investment, product or service listed or mentioned on this website. Information displayed on this website is not intended as specific investment advice and should not be relied on for making investment decisions. Investments mentioned on this website may not be appropriate for individual investment objectives or individual financial circumstances. Investors requiring specific investment advice should consult International Equities Limited.
To the maximum extent permitted by law, neither the owners, managers, employees nor associates of International Equities Limited accept any liability whatsoever for any loss or damage resulting from the use of information obtained from this website or from any other publication produced by the owners, managers, employees or associates of International Equities Limited. Neither the owners, managers, employees nor associates of International Equities Limited guarantee the expected return or any other return from investments mentioned on this website or purchased through International Equities Limited.
Information provided on this website is compiled from information believed to be accurate at the time of publication but no guarantee as to the accuracy of information displayed on this website is given, intended or implied.
Information provided on this website is not intended to create, nor does it create, any legal obligation, responsibility or contract between the owners, managers, employees or associates of International Equities Limited and any other party.
Handling of client funds
International Equities Limited does not bank or hold investment monies received on behalf of clients unless by special request or arrangement. When held on behalf of clients through special request, client funds will be held on trust in a separate special purpose account. In the normal course of business, investment monies will be passed directly to the securities issuer. All International Equities Limited sharetrading account holders are issued with an individual true bank account from which share purchases are funded and to which share sale proceeds are deposited. International Equities Limited does not pool sharetrading account funds.
Applications
Information on this website does not constitute an offer of primary issue securities as such offer can only be provided through delivery of the formal offer document. Application for primary issue securities will only be accepted when made on the application form accompanying the investment statement or other formal offer document.
Restrictive jurisdictions
No investment, product or service referred to on this website is, or will be, knowingly offered to any person or entity residing in, or subject to, a restrictive jurisdiction where the offer of such investments would be unlawful. Any person or entity requesting information about, or making application for, any investment, product or service referred to on this website, will be deemed to have declared that the person or entity making the request or application is free to receive such offers and is not subject to any restrictive jurisdiction where such action would be considered unlawful.
Copyright
Information published on this website is provided strictly on a non-predjudicial basis only. It may only be used for the purpose for which it is intended, that is, the obtaining of financial services information. International copyright to the material published on this website is held by International Equities Limited. Unless specifically authorised by International Equities Limited in writing, all copying, forwarding or alternative use of information obtained from this website, by any individual, entity, corporate, state or representative of such entities, in any manner whatsoever, is prohibited and may be deemed to constitute breach of copyright.
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