On identifying that within New Zealand there were no investment products established solely to meet the needs of charities, Trust Management established and manages six Group Investment Funds that are designed to meet the needs of charities and are simple, transparent, efficient and tax effective.
Trust Management is a licensed Manager of a Managed Investment Scheme ("MIS"). The Trust Investments - Group Investment Funds are a registered Managed Investment Scheme.
Trust Management latest Product Disclosure Statement ("PDS") is dated 1 March 2019.
To download the current PDS click here:
you can find out more information about the offer at
If you have any questions regarding the FMCA regime, or the PDS, please do not hesitate to contact our General Manager, Shane Coward on 09 550 4045
Click on image to enlarge
In the early days of Trust Management we identified that there were, within New Zealand, no investment products established to meet the specific needs of charities. This meant that many of our clients who did not have the scale to invest directly as a wholesale investor in some asset classes were restricted to inferior, undiversified or high cost retail investments.
The Group Investment Funds are designed to meet the needs of charities and are simple, transparent, efficient, tax effective and pay regular distributions. In 2001 we established the first of six Group Investment Funds now available to New Zealand registered charities.
To provide flexibility to smaller charities the minimum investment is $25,000.
These Funds reflect Trust Management’s philosophies of strategic and tactical asset allocation, portfolio diversification, portfolio efficiency, passive versus active management, currency hedging and investment management at reasonable cost.
Our investment philosophy is designed so that the Funds offer appropriate solutions to enable charities to achieve their long term objectives.
The Trust Investments Group Investment Funds were designed to meet the needs of charitable investors. Only registered charities can invest in our Funds.
The Funds were established so charities can access a range of asset classes and investment managers previously only available to large charities.
Our Funds are priced monthly and distribute income quarterly.
The Funds consist of:
Trust Investments Property Fund
Trust Investments New Zealand Bond Fund
Trust Investments International Bond Fund
Trust Investments Sustainable Australasian Share Fund
Trust Investments International Share Fund
Trust Investments Balanced Fund
To find out more about our Funds, please refer to our Product Disclosure Statement above or contact John Williams 09 550 4046.
Financial Advisers Act 2008 & Financial Services Providers Act 2008
Financial Advisers Act 2008 and Financial Services Providers Act 2008 came into force on 1 July 2011. Trust Management is registered as Financial Services Provider which means we can only give advice to ‘wholesale clients’.
Complaints and Insurance and Financial Services Ombudsman
Trust Management is a member of an independent dispute resolution scheme operated by the Insurance and Financial Services Ombudsman ("IFSO"). If you feel your complaint has not been resolved to your satisfaction, you may register your complaint with the ISO. Please note, complaints to the IFSO must fall within certain criteria. For more information on how to register a complaint with Trust Management or to learn more about the IFSO please refer to the links below.