Wholesale

Colt Emerging Companies Fund

Managed Investment Scheme

Register Interest

WARNING

The law normally requires people who offer financial products to give information to investors before they invest. This information is designed to help investors make an informed decision.

If you are a wholesale investor under the definition of that term in clause 3 of Part 1 Schedule 1 of the Financial Markets Conduct Act 2013, the usual rules do not apply to offers of financial products made to you. As a result, you may not receive a complete and balanced set of information.

You will also have fewer other legal protections for these investments. Ask questions, read all documents carefully, and seek independent financial advice before committing yourself.

Transaction Size
NZD 100,000,000.00
Share Price
Minimum Investment
NZD 50,000.00
Issue Type
Managed Investment Scheme
Sector
Diversified

OVERVIEW

The opportunity exists for wholesale investors to express interest to invest in Colt Emerging Companies Fund (“Colt”), a specialist small cap equities fund which commenced on 1 April 2020, with seed investment from its Manager and Trustee, Foster Capital NZ Limited.

Colt was established to provide pure small and micro-cap investment exposure to wholesale investors. It runs a highly focused investment strategy on emerging companies and high growth investment themes.

The fund’s investment universe is predominantly ASX and NZX listed small caps, but also includes some pre-IPO and other unlisted securities, where high growth, high quality investment opportunities can be identified.

Colt is an extremely actively managed fund, with the portfolio monitored and new and existing opportunities reviewed on a daily basis across our offices in Auckland & Sydney.

Colt has relationships with all of the leading small-cap brokers in Australia and with the 3 leading brokers in NZ, along with deep industry relationships across fund managers, advisors, investors, companies etc throughout Australasia and further abroad.

We leverage the resources of parent company Foster Stockbroking Pty Ltd, a leading boutique broking and advisory firm with offices and staff in Sydney, Melbourne and Perth. Established over 30 years ago and responsible for some of the most successful small cap deals over the last decade, the Colt fund has the competitive advantage of this close relationship with an established Australian broking and advisory firm.

Through these relationships and organisational structure Colt is able to review and vet a multitude of investment opportunities, and gets access to the vast majority of high quality small cap investment opportunities, across a wide range of sectors including mining & resources, technology, healthcare and ecommerce.

Colt's April Newsletter can be found below:

https://mailchi.mp/8ef55f12d4c8/colt-emerging-companies-fund-april2021-555429

To be connected to the Manager to seek more information or express interest, click the Register Interest tab.

COLT Information Memorandum
June 8, 2021
8/6/2021

Foster Capital NZ Limited

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