Individuals
Charities
Trusts or Partnerships
Estates
Companies
Incorporated societies
There is no minimum amount to invest, and you may invest in either New Zealand or U.S. dollars.
Invest at your convenience
Withdraw anytime
Deposit any amount
Flexibility to deposit any amount, any time. This enables you to scale up your investment at your connivence.
Withdraw at anytime
Simply request your money in writing and we will deposit your investment to your bank in 5 working days.
Unique strict ethical investment mandate
Actively managed risk profile
Capital growth fund
Invests in strong balance sheet companies in the US
Selects and manages its investments - no outsourcing
USD denominated investment
We are based in New Zealand
*Note: The value of AE Investor goes up and down with the Market,
because we participate in the risk of all investments.
Investment Performance Returns
(Net of Expenses and Before Tax) 31st October 2024 (unaudited)
Product Disclosure Statement
The AE Investor Product Disclosure Statement (PDS) describes how AE Investor works and provides you with information about who is involved in providing it.
Before deciding to invest with AE Investor, you should read the PDS, and if necessary, obtain independent financial advice.
You can begin investing in AE Investor by completing the application form (and providing the supporting documents) at the back of the Product Disclosure Statement (available for download here)