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This is a great place to outline the details of the shipping policy including the shipping methods, timelines, packaging and costs. Use plain, straightforward language to build trust with customers.

 

This is also an opportunity to add any relevant information regarding the shipping policy that is important for customers to know. This is key for managing their expectations and keeping them loyal customers.

ESG Australasian Share Fund

The investment objective is to exceed the return of the S&P/NZX50 Portfolio Index over rolling three-year periods, before taking into account fees and expenses.

Investor Documents

Trust Management | Other Material Information

Trust Management | Product Disclosure Statement

Trust Management | Statement of Investment Policy and Objectives

Trust Investments Management Limited is the issuer and manager of the Trust Management PIE Funds Scheme. A copy of the Scheme’s Product Disclosure Statement is available here. Further information can also be found at disclose-register.companiesoffice.govt.nz, under offer number OFR12861.

Strategy:

To provide a diversified exposure to New Zealand and Australian equities that meet certain ethical investment criteria.

Fund value:

NZ$117,442,547

Risk level:

Very High

Estimated fund fees:

0.56%

Average annual return:

10.9% p.a. since inception December 2002

Minimum suggested time frame:

5 years

Figures correct as at 30 June 2023. Refer to the Product Disclosure Statement for more information, including for details on the management fees and estimated administration charges that make up the annual fund charges.

Returns are before fees, expenses and taxes and annualised for periods longer than one year. Past performance is not indicative of future performance and is not guaranteed by Trust Management, the Supervisor or the underlying Investment Managers. Performance calculations for the Funds comprise the returns for the Trust Investments Group Investment Funds up to and including 31 March 2020 and for the Trust Management PIE Funds from 1 April 2020. 

Strategy

To provide a diversified exposure to New Zealand and Australian equities that meet certain ethical investment criteria.

Risk focus:

Very High

Average Annual return:

10.9% p.a. since inception December 2002

Estimated fund fees:

0.56%

Minimum suggested time frame:

5 years

Fund Value

NZ$117,442,547

Figures correct as at 30 June 2023. Refer to the Product Disclosure Statement for more information, including for details on the management fees and estimated administration charges that make up the annual fund charges.

Returns are before fees, expenses and taxes and annualised for periods longer than one year. Past performance is not indicative of future performance and is not guaranteed by Trust Management, the Supervisor or the underlying Investment Managers. Performance calculations for the Funds comprise the returns for the Trust Investments Group Investment Funds up to and including 31 March 2020 and for the Trust Management PIE Funds from 1 April 2020.

Fund Value

NZ$117,442,547

Return focus:

tbc

Risk focus:

Very High

Estimated fund fees:

0.56%

Average Annual return:

10.9% p.a. since inception December 2002

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10.9% p.a. since inception December 2002

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