Managed Funds

Welcome to NZIJ Stockbrokers Limited's Managed Funds section of our website. We have Investment Statements from top fund managers that you can download and read at your leisure. All these files include an Application Form - if you have a printer you can make your investment today!

NZIJ Stockbrokers Limited, in association with leading Fund Managers, continues to push the boundaries in making investing easier and more convenient to you. You no longer have to wait for the Investment Statement to arrive in the post. Simply download the Investment Statement and read it on your desktop or print it out.

To make an investment, after reading and understanding the Investment Statement, print out the application form, complete it, attach a cheque and return it, either to us or send it directly to the relevant fund manager.

Receiving an Investment Statement in PDF format is no different from receiving it by mail, you will still be bound by the same terms and conditions of the investment, so you must ensure that you understand these before making the investment. You make the decision or take independent advice, as to which investment is most appropriate for you.

The investments made on the application forms with Free Entry stamped on them and downloaded from our website will have Zero Entry Fees.

FREE Entry Managed Funds

You invest free of charge - there are no catches (no entry fees, no load, no commissions, zero-entry, 100% entry fee rebate).We rebate 100% of the up-front commission and fees to investors who choose from our list of unit trust and superannuation funds. FREE Entry applies both when you are invest a lump sum or when you invest through a regular savings plan.

NZIJ receives an ongoing fee (trail commission) in the range of 0.25% - 0.5% of funds invested per annum. These ongoing fees are paid for from the normal fees the fund managers charge you as an investor.

To read the Investment Statements you will need Adobe Reader, which you can download free here. Browse our extensive collection of Managed Funds.