Fund options to suit your needs

Our range of funds ensures you’re able to invest in a fund that suits your financial and lifestyle preferences.

Acquisition Direct Facilitators Equity Fund

Created to share the growth of the underlying economy in which we invest by finding companies offering a blend of growth and sustainability.

This Fund mainly invests in equities and has an investment objective to outperform the S&P/NZX50 Gross Index (which is the Fund’s relevant market index) by 3% per annum, before fees, over the medium to long-term.

Acquisition Direct Facilitators Property Fund

Created to target total return from predominantly investing in opportunities with exposure to commercial property and the relatively lower risk long-term growth characteristics of those assets. 

This Fund mainly invests in listed property securities and has an investment objective to outperform the S&P/NZX All Real Estate (Industry Group) Gross Index (which is the Fund’s relevant market index) by 1% per annum, before fees, over the medium to long-term.

Acquisition Direct Facilitators Diversified Income Fund

Created to provide sustainable income whilst generating enough growth to protect the income generating capital from inflation.

This Fund invests across a range of asset types which includes cash, fixed interest, property, and equites. The objective of the Fund is to deliver moderate capital growth in excess of the Consumer Price Index (CPI) by 3% per annum, before fees, over the medium to long-term, while also providing income on a quarterly basis. The relevant market index for the Fund is a composite index derived from the underlying asset classes of the Fund.

 

 

Acquisition Direct Facilitators Diversified Growth Fund

Created to provide capital growth through tactical exposure to a variety of asset classes and international markets.

This Fund invests across a range of asset types which includes cash, fixed interest, property, and equities. The objective of the Fund is to deliver returns in excess of the Consumer Price Index (CPI) by 4.5% per annum, before fees, over the medium to long-term. The relevant market index for the Fund is a composite index derived from the underlying asset classes of the Fund.

Interested in wholesale investment?

We offer a range of wholesale funds, but if none of them suit you we can tailor-make one that will. Please contact us for further information.

coffe cup7

6 January 2020

Why Diversified Funds need to be on the investment supermarket shopping list.

View Article