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Pension
A regular income stream paid to an individual, either by the Government (such as NZ Super) or from a superannuation scheme.
A regular income stream paid to an individual, either by the Government (such as NZ Super) or from a superannuation scheme.
Pooled Investment
An investment where a number of individuals place their money with a professional manager who manages the total fund on their behalf (e.g. unit trust or managed investment).
An investment where a number of individuals place their money with a professional manager who manages the total fund on their behalf (e.g. unit trust or managed investment).
Portfolio
a group of investments. The more diversified the investments in a portfolio, the more likely the investor is to earn the same return as the market.
a group of investments. The more diversified the investments in a portfolio, the more likely the investor is to earn the same return as the market.
Product Disclosure Statement
A legal document lodged with the Australian Securities and Investments Commission which details how the fund operates, outlining the nature of the fund(s), how to invest and what returns to expect from the investment.
A legal document lodged with the Australian Securities and Investments Commission which details how the fund operates, outlining the nature of the fund(s), how to invest and what returns to expect from the investment.
Profit
Occurs when an investment appreciates in value and is sold, or realised. Also known as a realised gain.
Occurs when an investment appreciates in value and is sold, or realised. Also known as a realised gain.
Property Funds
In a managed investment the term property generally refers to investments in property securities - property trusts listed on the stock exchange. Funds which invest in property securities allow diversification by investing across a range of different property sectors such as commercial, office, industrial, hotel and retail properties. A property securities fund generally invests in property trusts that are listed on the share market, or in property-related companies.
In a managed investment the term property generally refers to investments in property securities - property trusts listed on the stock exchange. Funds which invest in property securities allow diversification by investing across a range of different property sectors such as commercial, office, industrial, hotel and retail properties. A property securities fund generally invests in property trusts that are listed on the share market, or in property-related companies.
Prospectus
a formal written document relating to a new securities offering that the proposed business plan or the data relevant to an existing business plan - information needed by investors to make educated decisions whether or not to purchase the security. The prospectus includes financial data, a précis of the firm's business history, a list of its officers, a description of its operations and mention of any pending litigation. The issue of securities including managed investment funds in NZ requires a prospectus and an investment statement. It is mandatory for prospective investors to receive the investment statement prior to making an investment, The prospectus must be made available upon request.
a formal written document relating to a new securities offering that the proposed business plan or the data relevant to an existing business plan - information needed by investors to make educated decisions whether or not to purchase the security. The prospectus includes financial data, a précis of the firm's business history, a list of its officers, a description of its operations and mention of any pending litigation. The issue of securities including managed investment funds in NZ requires a prospectus and an investment statement. It is mandatory for prospective investors to receive the investment statement prior to making an investment, The prospectus must be made available upon request.