Investing with us

You have an opportunity to co-invest with the directors of Aspiring Asset Management.

Since pooling their personal investments to form the Aspiring Fund in 2006, the directors have been joined by a number of co-investors. They are co-investors rather than simply 'clients' or 'unitholders' because their money is invested alongside the directors, on exactly the same basis.

This co-investment is a core tenet of Aspiring Asset Management, ensuring successes are shared and the investment managers' motivation maximised. It is an investment in which our co-investors' money is invested as effectively for a market down-turn as a bull market.

Please take time to explore our website and read the Product Disclosure Statement.


Aspiring Asset Management Directors
Murray Doyle
Stephen Montgomery
John Rattray
Campbell Stuart
Lance Reynolds

How to Invest

Step 1

Download our Product Disclosure Statement (PDS) and Statement of Investment Policy and Objectives (SIPO) or request a copy by mail.


Step 2

Request and complete the application form, or email the Team.


Step 3

Return the original completed application form together with your cheque and certified identification documents to:

Aspiring Asset Management Ltd
PO Box 13-535
Christchurch 8141

Payment can be made by electronic transfer only by pre-arrangement with the Manager. No application will be processed until an original application form has been received.


For more information on how to invest, contact:

Aspiring Asset Management, 03 377 6383 or email info@aaml.co.nz

 

Product Disclosure Statement (PDS)

A replacement PDS for the Aspiring Fund (‘Fund’) dated 17 October 2017 was lodged with the Registrar of Financial Service Providers on 17 October 2017.

 

Important information regarding anti-money laundering

The Anti-Money Laundering and Counter Financing Terrorism Act 2009 came into force on the 30th June 2013. In order to comply with this Act Aspiring Asset Management Limited has developed a robust set of processes and procedures.

We believe these will protect our investors, employees and agents from being involved, inadvertently or otherwise, in the facilitation of money laundering or financing of terrorism. For new applications this will involve more onerous documentation requirements in areas like client identification and trust beneficiaries.