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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 NZ Bond Fund

The investment objective is to maximise income available for distribution, while generating a total return that exceeds the return of the Bloomberg NZBond Composite 0+ Year 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 fixed-interest securities that meet certain ethical investment criteria.

Fund value:

NZ$109,189,932

Risk level:

Low to Medium

Estimated fund fees:

0.40%

Average annual return:

4.4% 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 a diversified exposure to New Zealand fixed-interest securities that meet certain ethical investment criteria.

Risk focus:

Low to Medium

Average Annual return:

4.4% p.a. since inception September 2005

Estimated fund fees:

0.40%

Minimum suggested time frame:

3 years

Fund Value

NZ$109,189,932

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$109,189,932

Return focus:

tbc

Risk focus:

Low to Medium

Estimated fund fees:

0.40%

Average Annual return:

4.4% p.a. since inception September 2005

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4.4% p.a. since inception September 2005

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