There are some aspects of this fund which may require extra consideration before deciding to invest.
Restrictions on transfer
There are rules around transferring in and out of this investment, which may depend on eligibility. For example, overseas investors may not be able to transfer into some New Zealand managed funds. Or there may be restrictions on withdrawals, such as not until age 65 for KiwiSaver funds.
Issuer's description of this product:
This is an offer of interests in the Oxford Victoria Scheme which will be managed by Silverfin Capital Limited (“Silverfin”). It is an other managed investment scheme where investors' money is pooled with other investors' money and invested in real property investment.
Minimum investment
$50,000
This is the minimum amount you would need to put into this in order to invest.
Closing date
24 Nov 2016
This is when this offer closes to investors.
Scheme type
Residential or commercial Property
This is a residential or commercial property scheme.
The details
Key facts
Provider website
Minimum total to be raised
The issuer of this investment has indicated that a minimum of $31,700,000 must be raised before it is issued.
Key documents
These are the most important documents that a provider is required to file about this investment.
Product disclosure statement
Before you invest in a product like a fund, you are given a PDS which has essential details about it and the company providing it. Here's more on how to read a PDS.
1.Oxford Victoria Scheme Replacement Product Disclosure Statement 20161028.pdf
How this investment works, including about the provider, risks, costs and potential returns
PDF, 2.92 MB
Additional disclosure documents
These are more documents from the provider that can contain interesting information.
3.Prospective Financial Information.pdf
Oxford Victoria Scheme Prospective Financial Information
PDF, 6.12 MB
4.Auditconsent.pdf
Consent of Crowe Howarth as Auditor
PDF, 129.11 KB
9.32 Oxford Terrace NB Sreport.pdf
32 Oxford Terrace NBS report
PDF, 49.70 KB
12.Resource Consent billboards (decision).pdf
Resource Consent - Billboards - decision
PDF, 228.20 KB
8.Valuerconsent.pdf
Valuer consent
PDF, 215.93 KB
7.Valuation 104 Victoria Street.pdf
Valuation - 104 Victoria Street
PDF, 1.91 MB
6.Valuation 32 Oxford Terrace.pdf
Valuation - 32 Oxford Terrace
PDF, 1.83 MB
11.Engineerconsent.pdf
Engineer consent
PDF, 516.13 KB
14.Conflictof Interest Policy.pdf
Conflict of interest policy
PDF, 113.70 KB
10.104 Victoria Street NB Sreport.pdf
104 Victoria Street NBS report
PDF, 31.55 KB
13.Resource Consent billboards (hearing).pdf
Resource Consent - billboards (hearing)
PDF, 1.44 MB
5.Othermaterialinformation.pdf
Other material information
PDF, 370.33 KB
Statement of investment policy and objectives (SIPO)
A SIPO tells you where the fund managers are coming from. It sets out the governance and management framework, philosophy, strategies and objectives for this investment.
Oxford Victoria Scheme SIPO June 2024.pdf
Statement of investment policy and objectives
PDF, 185.78 KB
Additional details
Scheme manager
Name
SILVERFIN CAPITAL LIMITED
Type
NZ Limited Company
Website
NZBN
9429042111863
FSP Number
Supervisor
Name
TRUSTEES EXECUTORS LIMITED
Offer details
Date registered
19 October 2016
Date opened
19 October 2016
Closing date
24 November 2016
Further payments may be required
Yes
Restrictions on transfer
Yes
Convertible product
No
Intending to list
No
Schedule 1 exemption
No
FMA exemption
No
Reference numbers
Offer
OFR10994: OXFORD VICTORIA SCHEME
Scheme
SCH11048: OXFORD VICTORIA SCHEME