We’re invested in our clients.

Created to share the growth of the underlying economy in which we invest by finding companies offering a blend of growth and sustainability.

This Fund mainly invests in Australasian equities and has an investment objective to outperform the S&P/NZX50 Gross Index (which is the Fund’s relevant market index) by 3% per annum, before fees, over the medium to long-term.

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. 

This Fund mainly invests in Australasian listed property securities and has an investment objective to outperform the S&P/NZX All Real Estate (Industry Group) Gross Index (which is the Fund’s relevant market index) by 1% per annum, before fees, over the medium to long-term.

Created to provide sustainable income whilst generating enough growth to protect the income generating capital from inflation.

This Fund invests across a range of asset types which includes cash, fixed interest, property, and equites. The objective of the Fund is to deliver moderate capital growth in excess of the Consumer Price Index (CPI) by 3% per annum, before fees, over the medium to long-term, while also providing income on a quarterly basis. The relevant market index for the Fund is a composite index derived from the underlying asset classes of the Fund.

Created to provide capital growth through tactical exposure to a variety of asset classes and international markets.

This Fund invests across a range of asset types which includes cash, fixed interest, property, and equities. The objective of the Fund is to deliver returns in excess of the Consumer Price Index (CPI) by 4.5% per annum, before fees, over the medium to long-term. The relevant market index for the Fund is a composite index derived from the underlying asset classes of the Fund.