Active management. Sovereign foundations.
An active investment and risk-management approach across New Zealand sovereign securities, listed bonds and listed equities, designed for the wholesale investors and aligned with the Active Investor Plus Visa — Balanced Category. Through this strategy, we proudly support Invest New Zealand’s government initiative to attract high-net-worth investor migrants who inject vital capital, entrepreneurial expertise, and global knowledge into the economy.
A total-return, risk-managed portfolio.
The investment seeks to manage risk actively while maintaining exposure to qualifying New Zealand sovereign, listed bond and listed equity securities.
Sovereign securities
Exposure to New Zealand sovereign securities as a foundational, lower-volatility component of the portfolio.
Listed bonds
Allocation to New Zealand high-grade listed bonds meeting the relevant Balanced Category bond requirements.
Listed equities
Active management of blue-chip equities listed on the NZX that meet the relevant Balanced Category listed equities requirements.
Active risk management
A disciplined, active investment and risk-management process applied across the total return portfolio.
Mapped to the NZ$10 million requirement.
The strategy is designed around investments meeting the relevant Listed Equities and Bonds requirements for the New Zealand Active Investor Plus Visa — Balanced Category.
- ▢Listed equities
Investment in equities listed on the NZX Main Board that meet the Active Investor Plus Visa — Balanced Category listed equities requirements.
- ▢Sovereign & listed bonds
Investment in New Zealand sovereign and listed bonds that meet the Active Investor Plus Visa — Balanced Category bond requirements.
- ▢NZ$10 million investment
A minimum acceptable investment of NZ$10 million maintained for the prescribed period, subject to the applicable immigration rules.
- ▢Active investment & risk management
An active investment and risk-management approach applied to the portfolio, consistent with the Balanced Category framework.
- Listed equities exposure
The Fund allocates to NZX-listed equities selected with regard to the relevant Balanced Category listed equities requirements.
- Bond exposure
The Fund allocates to New Zealand bonds selected with regard to the relevant Balanced Category bond requirements.
- Qualifying investment scale
Designed to be capable of supporting an NZ$10 million qualifying investment, subject to applicable rules and individual eligibility.
- Active management
Ongoing active management and risk oversight of the portfolio, consistent with a wholesale mandate.
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.
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. No representation is made as to investment returns or performance. The value of investments can fall as well as rise.