Brook Asset Management Managed Fund Investments

Brook Asset Management

img_Brook_logo Brook is a specialist Australasian Equities Funds Management Company based in Auckland and has been in operation since 1997. Today, Brook manages over NZ$800 million (as at 30 June 2009) across a range of portfolios including large capitalisation Australian and New Zealand equities, infrastructure assets and listed property.

In 2007 Brook was awarded the prestigious Morningstar Fund Manager of the Year (Domestic Equities). Brook was also recently awarded the INFINZ 2008 Equity Fund Manager of the Year. Brook's objective is to deliver strong returns over the long term.

Brook Update – 17 June 2010

Please read the document below regarding a recent announcement on Brook's Management Team.

Read the update here (.PDF)

Brook Alpha Fund On Hold – June 2010

The Investment Committee has placed the Brook Alpha Fund 'On Hold' effective 2 June 2010.

The Investment Committee will continue to investigate the fund's capability to remain available to RaboPlus investors and determine if the fund will be removed or reinstated to the Investment Menu.

Investors will be prevented from buying new or additional units in the fund.

Brook Infrastructure Income Fund Update – November 2009

We have been notified by Brook that they will be closing down the Brook Infrastructure Income Fund by 31 March 2010. Please read Brook's official notification and explanation on why they are closing the fund.

In response we have placed this fund 'On hold'. This means:

You will no longer be able to buy units in the fund.
If you hold units in this fund you may choose to sell units in the fund at any time between now and 31 March 2010.
If you still hold units at 31 March 2010, your units will be sold automatically and the money will be put into your RaboPlus Master Savings Account.

RaboPlus wish to remind customers that we will continue to administer any investment in the fund whilst you remain invested and we will also continue to provide ongoing pricing and performance updates, as well as further information on the closure of the fund when available.

For customers looking to withdraw their investment in this fund, you may do so at any time up to and including 31 March 2010. If you choose to move some or all of your investment to another fund with RaboPlus, we wish to remind you that we have waived our usual Entry Fee of 0.75% until 1pm on December 31 2009.

If you have any questions please contact the RaboPlus Customer Contact Centre on 0800 22 44 33, 8am - 7pm Monday to Friday or email us at info@raboplus.co.nz.

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