There are some aspects of this fund which may require extra consideration before deciding to invest.
Restrictions on transfer
There are rules around transfering 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.
Restrictions on acquisition
In this case, there are limits or exclusions on buying this investment that are important to know and acknowledge before you do.
The directors of Ballance Agri-Nutrients Limited have the discretion to refuse to accept any application for shares, at their discretion
Issuer's description of this product:
Ordinary Nominal Value Shares in Ballance Agri-Nutrients Limited
Minimum investment
This is the minimum amount you would need to put into this in order to invest.
Fixed offer price
This is the price per share of this offer. Additional details may be available.
Closing date
This offer does not have a closing date and is a continuous issue. It's likely you'll be able to invest for the forseeable future.
Key facts
Provider website
Issuer's industry
Agriculture/forestry/fishing
Fixed offer price details
Fixed offer price description
Nominal value share under Ballance Agri-Nutrients Limited constitution
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.
Ballance Product Disclosure Statement 19 December 2023.pdf
How this investment works, including about the provider, risks, costs and potential returns
Additional disclosure documents
These are more documents from the provider that can contain interesting information.
3360179 Ballance - selected financial information with reconciliation.docx
2019 03 3360179 Ballance - selected financial information with reconciliation.docx
3872559 Ballance - selected financial information with reconciliation 2019.docx
Ballance - selected financial information with reconciliation 2020 Final.docx
Ballance - selected financial information with reconciliation 2023.docx
Additional details
Issuer details
Name
BALLANCE AGRI-NUTRIENTS LIMITED
Type
NZ Co-operative Company
Industry
Agriculture/forestry/fishing
Website
Registration number in country of origin
178492
NZBN
9429040142319
FSP Number
Credit rating
Not provided
Offer details
Date registered
27 July 2017
Date opened
27 July 2017
Closing date
None
Continuous issue
Yes
Further payments may be required
Yes
Restrictions on transfer
Yes
Restrictions on acquisition
Yes: The directors of Ballance Agri-Nutrients Limited have the discretion to refuse to accept any application for shares, at their discretion
Convertible product
No
Intending to list
No
Schedule 1 exemption
No
FMA exemption
No
Reference numbers
Offer
OFR12038: OFFER OF ORDINARY NOMINAL VALUE SHARES IN BALLANCE AGRI-NUTRIENTS LIMITED
Next steps
Want to know more about this investment or how it compares to others? Have a look at its peers.
Product disclosure statement
Take a deeper dive into the PDS, which has essential details about this offer and the company providing it. Here's more on how to read a PDS.
Getting investment advice
Good advice is gold. Everyone can benefit from expert advice, provided the adviser has your interests at heart. Here's how to find one and key questions to ask.
Interested in investing in this offer? Visit the provider's website. ballance.co.nz