About Brook

Brook Asset Management Limited is a specialist investment and portfolio management company based in Auckland. We have a highly qualified and experienced team of investment managers and analysts who are focused on building portfolios of shares that our investment process identifies as having superior long-term return prospects.

 

The senior executives at Brook, who all have prior financial markets experience within large funds and portfolio management companies, have been offering Australasian equity management services for more than a decade.

 

Brook manages substantial assets on behalf of a range of clients including large pension funds, institutions, charitable trusts, foreign investors, trusts and individual investors. The funds are invested across a wide range of portfolios of New Zealand and Australian companies.

 

Our highly qualified and experienced team of investment managers and analysts takes a disciplined but not inflexible approach to portfolio management, based on intensive research. The result is a series of investments that we assess to have superior long-term return prospects, with little or no regard to short-term volatility in the stock market. Each fund has specific risk characteristics, ranging from those with concentrated holdings targeting an absolute return, to more conservative income generating portfolios.

 

Industry Recognition

Brook's process, philosophy, performance and team have been acknowledged by industry experts in being voted Morningstar Fund Manager of the Year 2009 - Domestic Equities, and the INFINZ Equity Fund Manager of the Year 2008.

Unit Prices
Unit Price (as at 2 February 2012)
Tasman Fund 0.9839
Alpha Fund 2.9472
Walter Scott Global Share Fund 0.9849
Brook Professional KiwiSaver Scheme
- Growth Fund 1.1108
- Balanced Fund 1.1335

Brook Unit Trusts Prospectus - Extension Certificate 37A (1A) Exemption Notice 2011
The value of the net assets of the scheme has reduced from that shown in the statement of financial position contained or referred to (as applicable) in the prospectus. The hyperlink provides access to an explanation of the value reduction, and includes updated information on scheme performance and statistics.

Investment Statements

Click here for a copy of the Brook Professional KiwiSaver and Unit Trust Investment Statement