Your Benefits
| Product Feature |
Benefit To You |
|
Self-selected portfolio investment option
|
You have the control and flexibility to select your investments from more than 100 of Craigs Investment Partners' nominated Australasian and global securities. |
| Defined portfolio investment option |
You can choose from our range of risk based investment options which correspond to our Defined Portfolios Unit Trusts that best suit your needs and risk profile, and leave the management of your superSTART® portfolio to Craigs Investment Partners Investment Management Limited. |
| Investment advice |
Your Investment Adviser is available to help you tailor your own superSTART® portfolio to suit your risk profile. |
|
More flexible than KiwiSaver
|
- You have greater freedom to determine how much you invest, and how often.
- You can make both regular and lump sum contributions, and alter the amount of your contributions at any time.
- Your funds are accessible at the age of 55, unlike KiwiSaver members who cannot access their funds until the age of entitlement to New Zealand Superannuation, currently age 65.
- Prior to age 55 you may also be able to withdraw a minimum of $10,000, up to a maximum of 20% of your total superSTART® funds, per annum.
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Full portfolio administration
|
superSTART® provides freedom from the day-to-day administration of your portfolio, saving you time and hassle. All your investment correspondence is looked after, including the collection and automatic re-investment of dividends and end of year tax reporting. Every six months you will receive a portfolio report on the performance of your investment. |
|
Proven investment philosophy and performance
|
The key tenets of our investment philosophy are:
- Minimisation of Costs
- Focus on Quality
- Compounding Returns
- Buy and Monitor Approach
Craigs Investment Partners Investment Management Limited, backed by our research team actively monitors the composition of the Defined Portfolios Unit Trusts with the aim of achieving above-average risk adjusted returns.
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Transparency of investments
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You are able to view the securities or funds you are invested in. |
Prospectus for the Craigs Investment Partners superSTART® Scheme
The current prospectus for the Craigs Investment Partners superSTART® Scheme was registered on:
30 June 2011
For a copy of the current prospectus please contact one of our Investment Advisers or phone 0800 272 442.