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NOTE: When printing any investment statement and application form from our website, please choose the "Document and Markups" printing option and the broker stamp will print out. Alternatively please write NZIJ Stockbrokers Ltd, PO Box 5398 Wellington, in the adviser stamp area if you wish NZIJ to receive brokerage from your investment actions.

New investment opportunities

Greenstone Energy Finance Bonds

Greenstone Energy Finance Limited is issuing up to $100 million direct secured, senior, fixed rate bonds.
•     Issue Price is $1.00 per share.
•     Interest Rate is 7.35% per annum
•     First interest payment date is 15 October 2010 for the actual number of days between the receipt of cleared funds and the Interest Payment Date.
•    Interest payments are scheduled to be paid on the bonds six-monthly thereafter.
•     NZDX listing has been sought.
•     Maturity date is 15 October 2016 but the Issuer may, after 15 April 2013,elect to redeem the Bonds early. Bondholders will have the right to redeem the Bonds on the occurrence of any of the Specified Change of Control events.
•    Minimum application amount is $5,000 and multiples of $1,000 thereafter.
You may download and read the investment statement by clicking here, but if you want to invest you must contact NZIJ to access an allocation. Read the flyer with the terms of the investment here.
NB: Issue closes 15 September 2010.

Liontamer Gold Series 1 - offer closes 3 September 2010

Gold has been used for thousands of years as a store of wealth for governments, central banks and individual investors alike. The precious metal has some unique characteristics that have traditionally made it very appealing as an asset class; it is both tangible and durable and it is easily traded across global markets. Gold has also been widely used as a safe haven investment option, especially when economic conditions become unstable and during times of political uncertainty and periods of high inflation.
This may explain why we have seen renewed interest in gold as an investment option over the last few years. The global financial crisis and worldwide recession of 2008/09 has been compounded by continued  uncertainty in 2010 as major concerns surfaced over European sovereign debt and the potential breakup of the Euro zone.
During this time many investors have sought to protect their portfolios and hedge themselves against the possible effects of monetary destabilisation and inflation by buying gold.
GOLD Series 1 is designed for New Zealand investors who are seeking to allocate a portion of their investment portfolio to gold, or who wish to preserve recent gains from any future downturn in the gold price. The fund offers investors a boosted exposure to any increase in the price of gold plus the comfort of
100% capital protection at maturity*. This means for each $1 unit, $1 is repaid at maturity.
Thes protected Units also provide:
• GROWTH: 120% of the rise in the Liontamer Gold Index (i.e. 1.2 times the rise)
• MAXIMUM RETURN: There is a maximum return of 100% i.e. the potential to double your investment^#
• TERM: 6 years
• LIQUIDITY: monthly exits available
• INDEX: Liontamer Gold Index¹
• MINIMUM INVESTMENT: $5,000
• CURRENCY: New Zealand dollars

Download a funds fact sheet here.  Download an investment statement here.

*Capital protection at maturity means you will receive back 100% of the combined amount invested and early bird interest (earned during the offer period) less any entry fee charged (up to 3%) and any exit fee. Capital protection only applies at maturity. Early withdrawals may result in investors receiving back significantly less than they put in, due to market movements, the exit fee and the fund’s establishment costs. There is a more detailed description of capital protection in the Investment Statement and the limited circumstances when capital protection may not be available.

#A more detailed description of the maximum return is available in the Investment Statement. ^Less fees (if applicable). 1. The Liontamer Gold Index is linked to the price performance of raw gold i.e. the fund does not invest in physical gold. For more information on the Index see the Investment Statement.