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Investor Documents
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 investors with a diversified exposure to international fixed interest investments that meet certain ethical investment criteria. The Fund currently invests in the iShares ESG Screened Global Bond Index Fund, an Australian unit trust managed by BlackRock Investment Management (Australia)
Fund value:
NZ$52,434,978
Risk level:
Low to Medium
Estimated fund fees:
0.36%
Average annual return:
4.5% p.a. since inception September 2005
Minimum suggested time frame:
3 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 investors with a diversified exposure to international fixed interest investments that meet certain ethical investment criteria. The Fund currently invests in the iShares ESG Screened Global Bond Index Fund, an Australian unit trust managed by BlackRock Investment Management (Australia)
Risk focus:
Low to Medium
Average Annual return:
4.5% p.a. since inception September 2005
Estimated fund fees:
0.36%
Minimum suggested time frame:
3 years
Fund Value
NZ$52,434,978
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$52,434,978
Return focus:
tbc
Risk focus:
Low to Medium
Estimated fund fees:
0.36%
Average Annual return:
4.5% p.a. since inception September 2005
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4.5% p.a. since inception September 2005