Our range of funds ensures you’re able to invest in a fund that suits your financial and lifestyle preferences.
Created to share the growth of the underlying economy in which we invest by finding companies offering a blend of growth and sustainability. Actively managed Australian and New Zealand equity portfolio which targets consistent performance through the economic cycle.
Created to target total return from predominantly investing in opportunities with exposure to commercial property and the relatively lower risk long term growth characteristics of those assets. A portfolio of actively managed Australian and New Zealand listed property and property-related shares.
Created to provide sustainable income whilst generating enough growth to protect the income generating capital from inflation. Assets types: cash, fixed interest (including credit products), listed property and equities. Lower risk profile than an equities only portfolio.
We offer a range of wholesale funds, but if none of them suit you we can tailor-make one that will. Please contact us for further information.
Or phone +64 9 300 8484
Morningstar Fund Manager of the Year 2016, Domestic Equities Category Winner, New Zealand.
The Principles for Responsible Investment (PRI) is the world’s leading proponent of responsible investment.