01AI Analysis

Compare fund dashboard snapshots.

Select two or more dashboard records and let the analyst surface the key differences in NAV, movement, holdings and prices — designed for wholesale and institutional investors.

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Analyst Conversation

Select records and start a comparison. The analyst will read the selected dashboard snapshots and highlight the key differences.

Carlisle-APW provides financial services on a wholesale basis only. Services are not available to retail clients. Eligibility as a wholesale client is determined in accordance with the Financial Markets Conduct Act 2013. This information is general in nature and does not constitute regulated financial advice, an offer of securities, or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investment involves risk, including the potential loss of capital.

Carlisle-APW

Carlisle-APW Total Return Fund. A wholesale investment management business registered on the New Zealand Financial Service Providers Register.

Wholesale Only · FSP1013230
Regulatory Ledger
Entity
Carlisle-APW
FSP No.
FSP1013230
NZBN
9429053874931
Status
FSPR Registered

Carlisle-APW provides financial services on a wholesale basis only. Services are not available to retail clients. Eligibility as a wholesale client is determined in accordance with the Financial Markets Conduct Act 2013. This information is general in nature and does not constitute regulated financial advice, an offer of securities, or a recommendation to invest. Past performance is not a reliable indicator of future performance. Investment involves risk, including the potential loss of capital.

The investment strategy is designed to be capable of meeting the relevant Listed Equities and Bonds requirements for the New Zealand Active Investor Plus Visa — Balanced Category (NZ$10 million investment). Visa eligibility is determined solely by Immigration New Zealand and is subject to the applicable rules and individual circumstances. No representation or warranty is made as to visa approval, and this information does not constitute immigration advice.

© 2026 Carlisle-APW · FSP1013230 · NZBN 9429053874931
New Zealand