低风险、稳定回报:当前市场投资首选
重要提示:本文中的中文译文仅作参考用途使用,详细内容及相关信息请以英文版文字说明为准。
The Collinson Cash Fund is a new product launched by Collinson Funds Management in the New Zealand market. While ensuring the safety of funds, it leverages its preferred status with NZ banks, to provide investors with higher returns and flexibility, making it a very good cash management option for wholesale investors.
Features:
Safety First: 100% invested in cash investments with NZ registered banks.
Attractive Returns: Daily interest calculation, currently offering a pre-tax return of 5.50%.per annum.
Excellent Liquidity: Investors can redeem with just 3 days' prior notice.
Active Investor Plus Visa (AIP) compliant: Meets the requirements of Acceptable holding investments products for New Zealand Active Investor Plus Visa (AIP), providing independent bank deposit certificates for AIP investors.
领升日日盈是新西兰领升基金(Collinson Funds Management)在新西兰市场推出的全新现金管理产品,在确保资金安全的前提下,利用领升基金在行业中的优先地位,为投资者提供高流动性和较高的投资回报, 是批发型投资者非常好的现金管理选择。
特点:
安全第一:100%投资于新西兰本地注册商业银行存款业务
收益可观:按日计算收益,目前提供年化5.50%的税前回报
流动性极佳:投资者最快仅需提前3天(交易日)通知即可赎回到账
符合移民局AIP标准:符合新西兰投资移民(AIP)可接受持有投资品(Acceptable holding investments)要求,可为AIP投资者提供独立银行存款证明
100% invested in cash investments with NZ registered banks
The Collinson Cash Fund prioritizes safety as its foremost concern. Investors' funds are held by an independent trustee company and 100% invested in cash investments with registered New Zealand banks.
Fund Objectives
The target objective of the Collinson Cash Fund is to protect investment capital while also providing a higher return than standard bank deposits with low levels of volatility.
The Collinson Cash Fund invests in New Zealand dollar denominated cash investments.
100%投资于新西兰本地注册商业银行同业存款业务
领升日日盈基金以安全为首要诉求,投资者的资金由独立信托机构持有,并100%投资于新西兰本地商业银行的同业存款业务。
基金目标
保护投资者的本金安全,同时提供比标准银行存款更高的回报且波动性较低。
投资于以新西兰元计价的新西兰本地银行同业存款业务。
Investment Terms with an annualized return of 5.50%.
The Collinson Cash Fund provides investors with high expected investment returns and liquidity. The fund's returns are calculated daily, with the current annualized return of 5.50%.
译文:
年化回报率(税前)接近5.5%
领升日日盈基金为投资者提供较高的预期投资回报率和流动性。基金的回报按天计算,目前的年化回报率接近5.5%。
3 days' prior notice
The Collinson Cash Fund offers investors the ability to redeem funds with 3 business days' notice.
T+3日极速赎回
领升日日盈基金的投资者,可以在提前 3 个交易日通知的情况下赎回基金,资金流动性堪比活期存款。
Meets the requirements for New Zealand investment immigration
For applicants under the New Zealand Active Investor Plus (AIP) visa program, prior to making relevant AIP acceptable investments, funds must be placed in acceptable holding investments.
The Collinson Cash Fund meets the regulatory requirements for acceptable holding investments and can provide independent bank deposit certificates for each New Zealand Active Investor Plus (AIP) visa investor.
符合新西兰投资移民(AIP)要求
对于新西兰投资移民签证(AIP)的申请人,在进行相关符合条件的AIP投资之前,资金必须整体汇入新西兰并置于移民局可接受持有投资品(Acceptable holding investments)之中。
领升日日盈基金符合移民局可接受持有投资品(Acceptable holding investments)监管要求,可为每一位新西兰投资移民(AIP)申请者提供独立的银行存款证明。
About Wholesale Investors
The Collinson Cash Fund is currently only open to investors who meet the requirements of Wholesale Investors as defined under the Financial Markets Conduct Act 2013. Investors qualify as a Wholesale Investor if they meet the following criteria:
Person is an investment business
Person has in the last 2 years owned (or controlled) a portfolio of specified financial products of a value (in aggregate) of at least NZD1,000,000.
Person has during the 2 years before this subscription carried out one or more transactions to acquire specified financial products where the amount payable under those transactions (in aggregate) is at least NZD1,000,000 and the other parties to the transactions are not associated persons.
Person is an individual who within the last 10 years has been employed or engaged in an investment business and has, for at least 2 years during that 10-year period, participated to a material extent in investment decisions made by the investment business.
Person is a large investor if the person and its controlled entities have as at the last day of each of the 2 most recently completed financial years net assets of or total consolidated turnover exceeding NZD5,000,000.
Person will invest a minimum of NZD750,000 in Units in the Fund.
译文:
关于批发投资者
领升日日盈基金目前仅向符合《2013 年金融市场行为法》定义的批发型投资者开放。如果满足以下之一的条件,则投资者为批发型投资者(需要提供必要的证明):
投资者本身是特定的专业投资人士或特定的投资业务实体
个人在过去2 年拥有(或控制)符合标准的金融产品投资组合,其价值(总计)至少为NZ$ 1,000,000
认购前2年内,个人已进行一项或多项交易以获取符合标准的金融产品,这些交易的投资金额(总计)至少为1,000,000新西兰元,且交易的对手不是关联方
个人在过去10 年内受雇或从事投资业务,并且在该10 年期间至少有2 年在很大程度上参与投资业务并且是做出投资决策的决策者
个人及其控制的实体在最近的两个财政年度的最后一天,其净资产或总营业额超过NZ$5,000,000
本次投资金额超过NZ$750,000
关于Collinson Funds 和 Collinson & Co 集团
Collinson & Co 集团成立于1994年,是一家新西兰本土的非银行综合性金融机构。相关业务均受到新西兰金融管理局(FMA)的核准与监管,业务涵盖专业基金管理、外汇交易、公募股权众筹、财富管理以及顾问咨询。
Collinson 基金管理立足于整个集团各分支机 构间的优势、知识、资源以及关系网络,进而为客户提供优质且高效的服务。监管备案号码 FSP562786
Collinson 外汇交易为其他金融机构、公司和个人提供广泛的外汇服务。监管备案号码 FSP119385
Collinson 众筹是目前新西兰现有的5家持牌公募股权众筹发行平台之一。监管备案号码 FSP509686
Collinson 财富管理提供独立的私人化的理财规划咨询与理财管理服务。监管备案号码 FSP743091
Collinson 基金管理是新西兰第一家经过中国证券监督管理委员会认证的合格境外投资机构(即 QFII机构)。可以直接投资于中国境内股票(A股/B股)、债券及期货商品等各类投资市场。
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**免责声明:本文所含信息仅供参考,不构成任何投资或移民建议。本文未考虑任何用户的投资目标、移民目标、财务状况或需求。用户有责任全面评估本文中任何观点、意见或结论是否适用于其个人情况,并对其决策承担全部责任。